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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
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$420M +$10.3K +203 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$203M -$248M -4,910,165 -55%
Bank of America
3
Bank of America
North Carolina
$184M +$20.8M +411,069 +13%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$162M -$45.9M -908,694 -22%
UBS Group
5
UBS Group
Switzerland
$162M +$8.05M +159,333 +5%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$123M +$7.42M +146,890 +6%
DCM
7
Donaldson Capital Management
Indiana
$113M +$1.9M +37,521 +2%
FDCP
8
Foster Dykema Cabot & Partners
Massachusetts
$110M +$68M +1,346,255 +161%
Renaissance Technologies
9
Renaissance Technologies
New York
$90.9M +$11.9M +235,700 +15%
LPL Financial
10
LPL Financial
California
$86.5M +$2.79M +55,160 +3%
Raymond James Financial
11
Raymond James Financial
Florida
$75M +$75.2M +1,487,614 New
CI
12
Constellation Investments
Ohio
$58M +$58.1M +1,149,470 New
Mariner
13
Mariner
Kansas
$55.7M -$20.8M -412,308 -27%
DPI
14
Diversified Portfolios Inc
Michigan
$55.1M -$3.06M -60,504 -5%
BlackRock
15
BlackRock
New York
$51.7M -$131M -2,593,732 -72%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$51.5M -$3.02M -59,817 -6%
AA
17
Acorns Advisers
California
$46.4M +$838K +16,581 +2%
FG
18
Foster Group
Iowa
$41.7M +$1.78M +35,246 +4%
Corient Private Wealth
19
Corient Private Wealth
Florida
$39.6M -$13.2M -261,890 -25%
Cerity Partners
20
Cerity Partners
New York
$33.2M -$78.4M -1,552,224 -70%
MML Investors Services
21
MML Investors Services
Massachusetts
$32.8M +$9.16M +181,244 +39%
IGGA
22
Iron Gate Global Advisors
Utah
$29.6M +$29.3M +580,119 +9,126%
OPCM
23
Osborne Partners Capital Management
California
$29M -$3.25M -64,291 -10%
CG
24
Cynosure Group
Utah
$22.5M -$54.1K -1,071 -0.2%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$22M -$609K -12,055 -3%

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.