iShares Ultra Short Duration Bond Active ETF
ICSH
430 hedge funds and large institutions have $4.33B invested in iShares Ultra Short Duration Bond Active ETF in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 136 increasing their positions, 180 reducing their positions, and 36 closing their positions.
67% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 36
14% more funds holding in top 10
Funds holding in top 10: 35 → 40 (+5)
5% more funds holding
Funds holding: 410 → 430 (+20)
2.16% less ownership
Funds ownership: 73.23% → 71.07% (-2.2%)
24% less repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 180
27% less capital inflows, than outflows
Capital inflows: $388M | Capital outflows: $529M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$27.5M |
| 2 |
RIA Advisory Group
Des Moines,
Iowa
|
+$22.8M |
| 3 |
Donaldson Capital Management
Evansville,
Indiana
|
+$17.4M |
| 4 |
Avestar Capital
New York
|
+$16.7M |
| 5 |
Morningstar Investment Services
Chicago,
Illinois
|
+$16.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$110M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$81.6M |
| 3 |
SVB Wealth
Boston,
Massachusetts
|
-$58M |
| 4 |
Tempus Wealth Planning
Irvine,
California
|
-$25.8M |
| 5 |
Cerity Partners
New York
|
-$21.8M |
ICSH Hedge Fund Activity: Q4 2023 in Review
430 of the 6,877 institutional investors tracked by Wall St. Rank reported a position in iShares Ultra Short Duration Bond Active ETF (ICSH) for Q4 2023, worth a combined $4.33B — down 4.4% from $4.53B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new ICSH positions and 36 closed out — a net gain of 24 holders — while 136 added to existing stakes and 180 trimmed.
The largest buyer was Renaissance Technologies, adding an estimated $27.5M. The largest seller was Royal Bank of Canada, cutting an estimated $110M.
- 430 institutional investors held iShares Ultra Short Duration Bond Active ETF (ICSH) as of Q4 2023, up from 410 in Q3 2023.
- Funds reported $4.33B of iShares Ultra Short Duration Bond Active ETF stock for Q4 2023, down 4.4% quarter-over-quarter.
- 60 funds opened new iShares Ultra Short Duration Bond Active ETF positions in Q4 2023 and 36 closed out, a net change of +24 holders.
- The largest iShares Ultra Short Duration Bond Active ETF buyer in Q4 2023 was Renaissance Technologies, an estimated $27.5M added.
- The largest iShares Ultra Short Duration Bond Active ETF seller in Q4 2023 was Royal Bank of Canada, an estimated $110M sold.
Based on aggregated 13F filings for Q4 2023.