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iShares Ultra Short Duration Bond Active ETF

451 hedge funds and large institutions have $3.23B invested in iShares Ultra Short Duration Bond Active ETF in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 173 increasing their positions, 169 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 32

10% more funds holding in top 10

Funds holding in top 10: 2932 (+3)

2% more funds holding

Funds holding: 442451 (+9)

2% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 169

2% more capital invested

Capital invested by funds: $3.16B → $3.23B (+$70.4M)

2.24% less ownership

Funds ownership: 55.91%53.67% (-2.2%)

Holders
451
Holders Change
+9
Holders Change %
+2.04%
% of All Funds
5.94%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.42%
New
47
Increased
173
Reduced
169
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MTC
276
Matrix Trust Company
Colorado
$582K +$86.5K +1,710 +17%
TFG
277
Tilson Financial Group
New Jersey
$580K +$6.62K +131 +1%
BWM
278
Base Wealth Management
Florida
$579K -$917K -18,141 -61%
TYCC
279
Texas Yale Capital Corp
Florida
$578K -$2.02M -40,000 -78%
MSWMA
280
Market Street Wealth Management Advisors
Indiana
$576K +$6.37K +126 +1%
PA
281
Prossimo Advisors
California
$574K
MCA
282
Maryland Capital Advisors
Maryland
$570K -$48.7K -963 -8%
4WM
283
49 Wealth Management
Texas
$569K -$1.11M -21,901 -66%
CFS
284
CGC Financial Services
Oregon
$569K +$708 +14 +0.1%
AC
285
Applied Capital
Arkansas
$566K +$94.1K +1,860 +20%
CFA
286
Capstone Financial Advisors
Illinois
$556K -$27.1K -536 -5%
MWM
287
Mascoma Wealth Management
New Hampshire
$555K +$152 +3 +0%
BCI
288
Brinker Capital Investments
Pennsylvania
$548K +$3.29K +65 +0.6%
OMC
289
Old Mission Capital
Illinois
$545K +$543K +10,747 New
RWIA
290
Roger Wittlin Investment Advisory
California
$544K -$127K -2,515 -19%
SA
291
Sovran Advisors
California
$541K +$542K +10,709 New
CI
292
Ceera Investments
Texas
$536K -$2.47M -48,760 -82%
CAC
293
Certified Advisory Corp
Florida
$535K -$2.98K -59 -0.6%
RW
294
REDW Wealth
New Mexico
$534K +$40.9K +808 +8%
JBA
295
Johnson Bixby & Associates
Washington
$519K -$575K -11,377 -53%
Franklin Resources
296
Franklin Resources
California
$507K
NCM
297
New Capital Management
Texas
$507K -$88.1K -1,742 -15%
VP
298
Verum Partners
North Carolina
$503K -$65.6K -1,298 -12%
MWM
299
MBE Wealth Management
Wisconsin
$499K +$498K +9,841 New
OWA
300
Octavia Wealth Advisors
Ohio
$488K -$194K -3,829 -28%

ICSH Hedge Fund Activity: Q2 2025 in Review

451 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Ultra Short Duration Bond Active ETF (ICSH) for Q2 2025, worth a combined $3.23B — up 2.2% from $3.16B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new ICSH positions and 32 closed out — a net gain of 15 holders — while 173 added to existing stakes and 169 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $94.7M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $114M sold.

  • 451 institutional investors held iShares Ultra Short Duration Bond Active ETF (ICSH) as of Q2 2025, up from 442 in Q1 2025.
  • Funds reported $3.23B of iShares Ultra Short Duration Bond Active ETF stock for Q2 2025, up 2.2% quarter-over-quarter.
  • 47 funds opened new iShares Ultra Short Duration Bond Active ETF positions in Q2 2025 and 32 closed out, a net change of +15 holders.
  • The largest iShares Ultra Short Duration Bond Active ETF buyer in Q2 2025 was Fidelity Investments, an estimated $94.7M added.
  • The largest iShares Ultra Short Duration Bond Active ETF seller in Q2 2025 was Renaissance Technologies, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2025.