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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
CAM
201
Cresset Asset Management
Illinois
$1.34M +$1.34M +26,500 New
CAS
202
Coppell Advisory Solutions
Texas
$1.25M -$142K -2,807 -10%
FAIM
203
Financial Advocates Investment Management
Washington
$1.24M +$1.24M +24,605 New
EA
204
Emerald Advisors
Washington
$1.24M +$835K +16,523 +205%
AWS
205
Atria Wealth Solutions
New York
$1.23M +$994K +19,669 +418%
SFP
206
Shepherd Financial Partners
Massachusetts
$1.19M +$228K +4,503 +24%
LRWA
207
Long Run Wealth Advisors
New York
$1.18M -$1.1M -21,754 -48%
WT
208
Whittier Trust
California
$1.17M -$79.3K -1,570 -6%
GF
209
Gries Financial
Ohio
$1.16M
TCM
210
Tradewinds Capital Management
Washington
$1.13M +$18.9K +373 +2%
RW
211
Ridgeline Wealth
Arizona
$1.11M +$1.11M +21,932 New
KF
212
Krilogy Financial
Missouri
$1.06M +$1.07M +21,095 New
RCM
213
Riggs Capital Management
Utah
$1.03M +$1.03M +20,455 New
KCM
214
KM Capital Management
Texas
$1.03M -$182K -3,606 -15%
RA
215
RFG Advisory
Alabama
$1.03M +$303K +6,004 +42%
BCM
216
Boltwood Capital Management
California
$1M +$25.3K +500 +3%
BCA
217
Bray Capital Advisors
Florida
$1M
CIA
218
Concurrent Investment Advisors
Florida
$1M +$377K +7,451 +60%
HT
219
Heritage Trust
Oklahoma
$1M +$1M +19,837 New
FFA
220
Farther Finance Advisors
California
$992K -$118K -2,333 -11%
PWM
221
Perigon Wealth Management
California
$986K +$4.3K +85 +0.4%
TPW
222
Talon Private Wealth
Florida
$974K +$516K +10,206 +112%
GJIA
223
Glass Jacobson Investment Advisors
Maryland
$970K
CAL
224
Capital Advisors Ltd
Ohio
$968K -$81.6K -1,615 -8%
AWM
225
Able Wealth Management
New Jersey
$962K +$964K +19,078 New

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.