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iShares Ultra Short Duration Bond Active ETF

462 hedge funds and large institutions have $3.34B invested in iShares Ultra Short Duration Bond Active ETF in 2024 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 163 increasing their positions, 163 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

248% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 23

13% more funds holding in top 10

Funds holding in top 10: 2427 (+3)

11% more funds holding

Funds holding: 415462 (+47)

3% more capital invested

Capital invested by funds: $3.25B → $3.34B (+$99.1M)

0% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 163

3.79% less ownership

Funds ownership: 58.82%55.03% (-3.8%)

Holders
462
Holders Change
+47
Holders Change %
+11.33%
% of All Funds
6.09%
Holding in Top 10
27
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12.5%
% of All Funds
0.36%
New
80
Increased
163
Reduced
163
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WW
176
Winnow Wealth
Texas
$1.78M +$1.78M +35,255 New
CTA
177
Chesley Taft & Associates
Illinois
$1.77M +$580K +11,475 +48%
WWM
178
WT Wealth Management
Arizona
$1.74M +$77.2K +1,528 +5%
VA
179
Valmark Advisers
Ohio
$1.71M +$295K +5,842 +21%
IFO
180
Intrepid Family Office
Florida
$1.64M +$1.64M +32,500 New
VCWM
181
Vista Cima Wealth Management
Arizona
$1.63M +$1.63M +32,224 New
SA
182
Sanctuary Advisors
Indiana
$1.6M +$556K +10,999 +53%
Bank of Montreal
183
Bank of Montreal
Ontario, Canada
$1.58M -$1.64M -32,503 -51%
Citigroup
184
Citigroup
New York
$1.56M +$78.6K +1,555 +5%
FC
185
Fusion Capital
South Carolina
$1.56M -$3.54K -70 -0.2%
PMA
186
Prudent Man Advisors
Illinois
$1.5M
VF
187
Vista Finance
Missouri
$1.49M -$1.61M -31,774 -52%
ACP
188
Aviance Capital Partners
Florida
$1.48M +$171K +3,379 +13%
JCM
189
Jacobi Capital Management
Pennsylvania
$1.47M +$765K +15,140 +108%
GSWM
190
Greenup Street Wealth Management
Michigan
$1.47M +$165K +3,257 +13%
SWM
191
Seed Wealth Management
Illinois
$1.46M
CFS
192
Cannon Financial Strategists
Georgia
$1.45M +$13.5K +268 +0.9%
MMA
193
Miracle Mile Advisors
California
$1.44M -$299K -5,924 -17%
NA
194
NewEdge Advisors
Louisiana
$1.43M +$44.2K +874 +3%
CWA
195
Capital Wealth Alliance
Arizona
$1.41M -$578K -11,439 -29%
WP
196
WealthShield Partners
North Carolina
$1.41M -$18.3K -362 -1%
BWM
197
BCGM Wealth Management
Indiana
$1.41M +$420K +8,305 +42%
KPWS
198
Kestra Private Wealth Services
Texas
$1.4M +$20.4K +404 +1%
IA
199
IFP Advisors
Florida
$1.38M -$196K -3,880 -12%
SC
200
Scotia Capital
Ontario, Canada
$1.35M +$1.12M +22,140 +481%

ICSH Hedge Fund Activity: Q4 2024 in Review

462 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Ultra Short Duration Bond Active ETF (ICSH) for Q4 2024, worth a combined $3.34B — up 3.1% from $3.25B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new ICSH positions and 23 closed out — a net gain of 57 holders — while 163 added to existing stakes and 163 trimmed.

The largest buyer was Foster Dykema Cabot & Partners, adding an estimated $68M. The largest seller was Fidelity Investments, cutting an estimated $248M.

  • 462 institutional investors held iShares Ultra Short Duration Bond Active ETF (ICSH) as of Q4 2024, up from 415 in Q3 2024.
  • Funds reported $3.34B of iShares Ultra Short Duration Bond Active ETF stock for Q4 2024, up 3.1% quarter-over-quarter.
  • 80 funds opened new iShares Ultra Short Duration Bond Active ETF positions in Q4 2024 and 23 closed out, a net change of +57 holders.
  • The largest iShares Ultra Short Duration Bond Active ETF buyer in Q4 2024 was Foster Dykema Cabot & Partners, an estimated $68M added.
  • The largest iShares Ultra Short Duration Bond Active ETF seller in Q4 2024 was Fidelity Investments, an estimated $248M sold.

Based on aggregated 13F filings for Q4 2024.