iShares Ultra Short Duration Bond Active ETF
ICSH
418 hedge funds and large institutions have $3.25B invested in iShares Ultra Short Duration Bond Active ETF in 2024 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 142 increasing their positions, 166 reducing their positions, and 27 closing their positions.
104% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 27
5% more funds holding
Funds holding: 397 → 418 (+21)
4% more funds holding in top 10
Funds holding in top 10: 25 → 26 (+1)
2.04% less ownership
Funds ownership: 61.01% → 58.97% (-2%)
14% less repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 166
22% less capital inflows, than outflows
Capital inflows: $283M | Capital outflows: $361M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$43.4M |
| 2 |
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
+$15.5M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$12.5M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$11.2M |
| 5 |
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
+$10.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Winthrop Advisory Group
Boston,
Massachusetts
|
-$46.3M |
| 2 |
Capital Advantage
Walnut Creek,
California
|
-$45M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$24.3M |
| 4 |
Corient Private Wealth
Miami,
Florida
|
-$24M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$17M |
ICSH Hedge Fund Activity: Q3 2024 in Review
418 of the 6,987 institutional investors tracked by Wall St. Rank reported a position in iShares Ultra Short Duration Bond Active ETF (ICSH) for Q3 2024, worth a combined $3.25B — down 2.9% from $3.35B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new ICSH positions and 27 closed out — a net gain of 28 holders — while 142 added to existing stakes and 166 trimmed.
The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $43.4M. The largest seller was Winthrop Advisory Group, exiting entirely with an estimated $46.3M sold.
- 418 institutional investors held iShares Ultra Short Duration Bond Active ETF (ICSH) as of Q3 2024, up from 397 in Q2 2024.
- Funds reported $3.25B of iShares Ultra Short Duration Bond Active ETF stock for Q3 2024, down 2.9% quarter-over-quarter.
- 55 funds opened new iShares Ultra Short Duration Bond Active ETF positions in Q3 2024 and 27 closed out, a net change of +28 holders.
- The largest iShares Ultra Short Duration Bond Active ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $43.4M added.
- The largest iShares Ultra Short Duration Bond Active ETF seller in Q3 2024 was Winthrop Advisory Group, an estimated $46.3M sold.
Based on aggregated 13F filings for Q3 2024.