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iShares Ultra Short Duration Bond Active ETF
ICSH

413 hedge funds and large institutions have $3.6B invested in iShares Ultra Short Duration Bond Active ETF in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 149 increasing their positions, 182 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 428 → 413 (-15)

7.33% less ownership

Funds ownership: 71.61% → 64.28% (-7.3%)

17% less capital invested

Capital invested by funds: $4.35B → $3.6B (-$757M)

18% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 182

25% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 44

26% less funds holding in top 10

Funds holding in top 10: 39 → 29 (-10)

Holders
413
Holders Change
-15
Holders Change %
-3.5%
% of All Funds
5.95%
Holding in Top 10
29
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-25.64%
% of All Funds
0.42%
New
33
Increased
149
Reduced
182
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mariner
Mariner
Kansas
+$70.8M
2
Citadel Advisors
Citadel Advisors
Florida
+$22.4M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$21.9M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$16.3M
5
LPL Financial
LPL Financial
California
+$14.1M

Top Sellers

Rank Fund Capital Flow
1
S
SignatureFD
Georgia
-$262M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$209M
3
Bank of America
Bank of America
North Carolina
-$78.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$72.8M
5
Cerity Partners
Cerity Partners
New York
-$52.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
176
B. Riley Wealth Advisors
Florida
$1.53M -$1.72M -33,989 -53%
MFG
177
Merit Financial Group
Georgia
$1.44M +$319K +6,312 +28%
CCM
178
Crabel Capital Management
California
$1.42M -$673K -13,336 -32%
GF
179
Gries Financial
Ohio
$1.41M – – –
MA
180
Mutual Advisors
Nebraska
$1.41M -$430K -8,521 -23%
CIAS
181
CFS Investment Advisory Services
New Jersey
$1.4M +$253K +5,012 +22%
CFS
182
Cannon Financial Strategists
Georgia
$1.4M +$4.49K +89 +0.3%
RWIA
183
Roger Wittlin Investment Advisory
California
$1.38M -$120K -2,374 -8%
Bank of New York Mellon
184
Bank of New York Mellon
New York
$1.37M -$18.3M -363,589 -93%
KCM
185
KM Capital Management
Texas
$1.35M -$303K -6,002 -18%
FFA
186
Farther Finance Advisors
California
$1.34M +$8.38K +166 +0.6%
ZF
187
Zhang Financial
Michigan
$1.3M +$451K +8,942 +53%
WT
188
Whittier Trust
California
$1.26M -$598K -11,842 -32%
PWM
189
Perigon Wealth Management
California
$1.25M +$53.7K +1,064 +5%
BWM
190
BCGM Wealth Management
Indiana
$1.19M -$4.36M -86,479 -79%
PS
191
Principal Securities
Iowa
$1.18M +$224K +4,438 +24%
SFP
192
Shepherd Financial Partners
Massachusetts
$1.18M +$52.1K +1,033 +5%
Citigroup
193
Citigroup
New York
$1.13M -$442K -8,755 -28%
AAS
194
Avantax Advisory Services
Texas
$1.13M +$615K +12,194 +121%
CAL
195
Capital Advisors Ltd
Ohio
$1.12M +$1.21K +24 +0.1%
GSWM
196
Greenup Street Wealth Management
Michigan
$1.1M -$636K -12,601 -37%
TCM
197
Tradewinds Capital Management
Washington
$1.08M +$9.49K +188 +0.9%
AWM
198
Aprio Wealth Management
Georgia
$1.05M +$176K +3,495 +20%
JIP
199
Jaffetilchin Investment Partners
Florida
$1.03M +$8.33K +165 +0.8%
BCA
200
Bray Capital Advisors
Florida
$1.02M -$240K -4,760 -19%
6 7
8
9 10

ICSH Hedge Fund Activity: Q1 2024 in Review

413 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Ultra Short Duration Bond Active ETF (ICSH) for Q1 2024, worth a combined $3.6B — down 17% from $4.35B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of ICSH and 33 opened new positions — a net loss of 11 holders — while 182 trimmed existing stakes and 149 added.

The largest buyer was Mariner, adding an estimated $70.8M. The largest seller was SignatureFD, cutting an estimated $262M.

  • 413 institutional investors held iShares Ultra Short Duration Bond Active ETF (ICSH) as of Q1 2024, down from 428 in Q4 2023.
  • Funds reported $3.6B of iShares Ultra Short Duration Bond Active ETF stock for Q1 2024, down 17% quarter-over-quarter.
  • 33 funds opened new iShares Ultra Short Duration Bond Active ETF positions in Q1 2024 and 44 closed out, a net change of -11 holders.
  • The largest iShares Ultra Short Duration Bond Active ETF buyer in Q1 2024 was Mariner, an estimated $70.8M added.
  • The largest iShares Ultra Short Duration Bond Active ETF seller in Q1 2024 was SignatureFD, an estimated $262M sold.

Based on aggregated 13F filings for Q1 2024.