We are live on ! Find out more
ICSH icon

iShares Ultra Short Duration Bond Active ETF

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: 428413 (-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: 3929 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
TC
201
TAGStone Capital
North Carolina
$1.02M +$259K +5,123 +34%
SWM
202
StoneCrest Wealth Management
Arizona
$1.02M +$88.6K +1,756 +10%
BA
203
Bristlecone Advisors
Washington
$1.01M +$93.3K +1,849 +10%
HT
204
Heritage Trust
Oklahoma
$1M
IA
205
IFP Advisors
Florida
$995K -$1.23M -24,278 -55%
SCA
206
Sandy Cove Advisors
Massachusetts
$982K -$15.6K -309 -2%
GJIA
207
Glass Jacobson Investment Advisors
Maryland
$973K +$263K +5,213 +37%
TFGT
208
TS Financial Group (TSFG)
Illinois
$962K -$107K -2,120 -10%
MWM
209
Mascoma Wealth Management
New Hampshire
$956K -$741K -14,693 -44%
WFA
210
Wells Financial Advisors
Massachusetts
$934K -$118K -2,345 -11%
CCWA
211
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$917K +$17.9K +355 +2%
WAM
212
WNY Asset Management
New York
$890K +$25.8K +512 +3%
BCM
213
Boltwood Capital Management
California
$890K
WMG
214
WESCAP Management Group
California
$883K -$40.1K -794 -4%
WANY
215
Wealthspire Advisors (New York)
New York
$872K +$23.9K +473 +3%
CFG
216
Clayton Financial Group
Missouri
$871K -$424K -8,407 -33%
OIA
217
OneDigital Investment Advisors
Kansas
$836K -$20.8K -413 -2%
FHA
218
Flagship Harbor Advisors
Massachusetts
$833K +$831K +16,471 New
TC
219
TownSquare Capital
Utah
$826K +$43.4K +860 +6%
SRC
220
Shufro Rose & Co
New York
$820K +$389K +7,706 +91%
SFG
221
SevenBridge Financial Group
Pennsylvania
$807K +$152K +3,015 +23%
Rockefeller Capital Management
222
Rockefeller Capital Management
New York
$801K +$177K +3,504 +28%
CAC
223
Certified Advisory Corp
Florida
$795K +$118K +2,332 +17%
WCP
224
Wick Capital Partners
Pennsylvania
$794K +$19.9K +395 +3%
MCA
225
Maryland Capital Advisors
Maryland
$793K

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.