Jim Simons’s iShares Ultra Short Duration Bond Active ETF ICSH Stock Holding History

Jim Simons’s Portfolio ICSH Stock Details ICSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,257,100	Closed	-$114M	–	3701
2025 Q1	$114M	Buy	2,257,100 +453,700	+25%	+$22.9M	0.17%	127
2024 Q4	$90.9M	Buy	1,803,400 +235,700	+15%	+$11.9M	0.13%	180
2024 Q3	$79.5M	Buy	1,567,700 +19,800	+1%	+$1M	0.12%	199
2024 Q2	$78.2M	Sell	1,547,900 -1,100	-0.1%	-$55.5K	0.13%	162
2024 Q1	$78.3M	Hold	1,549,000	–	–	0.12%	185
2023 Q4	$78M	Buy	1,549,000 +547,200	+55%	+$27.5M	0.12%	178
2023 Q3	$50.5M	Buy	1,001,800 +341,500	+52%	+$17.2M	0.09%	260
2023 Q2	$33.2M	Sell	660,300 -32,000	-5%	-$1.61M	0.05%	439
2023 Q1	$34.8M	Buy	+692,300	New	+$34.7M	0.05%	466

Other funds holding ICSH

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.72B AUM 20.41% 1-Year Est. Return

DCM

Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Jim Simons's ICSH Position: Q2 2025 in Review

Jim Simons sold out of iShares Ultra Short Duration Bond Active ETF (ICSH) in Q2 2025, closing a stake of 2,257,100 shares — an estimated $114M sold.

Jim Simons first reported a position in ICSH in Q1 2023 and held it in 9 quarters. The position peaked at $114M in Q1 2025. 452 funds tracked by Wall St. Rank hold ICSH as of Q2 2025.

Jim Simons reported no remaining iShares Ultra Short Duration Bond Active ETF position as of Q2 2025 after selling out during the quarter.
Jim Simons sold 2,257,100 iShares Ultra Short Duration Bond Active ETF shares in Q2 2025, an estimated $114M.
Jim Simons first reported a position in iShares Ultra Short Duration Bond Active ETF in Q1 2023 and held it in 9 quarters.
Jim Simons's iShares Ultra Short Duration Bond Active ETF position peaked at $114M in Q1 2025.
452 funds tracked by Wall St. Rank held iShares Ultra Short Duration Bond Active ETF as of Q2 2025.

Based on Renaissance Technologies's 13F filing for Q2 2025, filed 13 Aug 2025.