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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
NFSG
401
Newbridge Financial Services Group
Florida
$142K +$14.9K +295 +12%
BC
402
Bulwark Capital
Florida
$132K +$132K +2,605 New
AAM
403
Advisors Asset Management
Colorado
$126K -$115K -2,281 -48%
GWM
404
Geneos Wealth Management
Colorado
$123K -$39.7K -786 -24%
EWA
405
EP Wealth Advisors
California
$123K +$123K +2,427 New
MAS
406
MPWM Advisory Solutions
Georgia
$111K +$111K +2,197 New
AF
407
Advisornet Financial
Minnesota
$104K +$30K +593 +41%
Wells Fargo
408
Wells Fargo
California
$98K -$69.6K -1,376 -42%
CAM
409
Creekmur Asset Management
Illinois
$80.6K +$2.02K +40 +3%
AP
410
Atwood & Palmer
Missouri
$77.3K -$215K -4,252 -74%
CIBC Private Wealth Group
411
CIBC Private Wealth Group
Georgia
$67.1K -$153K -3,035 -70%
CFG
412
CKW Financial Group
Hawaii
$65K
PTC
413
Private Trust Company
Ohio
$61.9K -$2.73K -54 -4%
LBC
414
Lowe Brockenbrough & Co
Virginia
$56.1K +$56K +1,107 New
HWA
415
HHM Wealth Advisors
Tennessee
$51.4K
GSWM
416
Golden State Wealth Management
California
$51.1K
SWA
417
SOA Wealth Advisors
New York
$44.5K
CAL
418
Capital Analysts LLC
Pennsylvania
$43K
WFA
419
Wells Financial Advisors
Massachusetts
$42.3K -$83.9K -1,660 -67%
HAP
420
Harbor Asset Planning
Massachusetts
$41.2K +$41.1K +813 New
SS
421
Sunbelt Securities
Texas
$38.3K
RF
422
Rossby Financial
Florida
$31.8K -$9.2K -182 -22%
CPG
423
Cornerstone Planning Group
New Jersey
$31.3K +$354 +7 +1%
MAFA
424
MJT & Associates Financial Advisory
Minnesota
$31.1K +$17.9K +354 +137%
EP
425
Essential Partners
California
$30.9K +$30.8K +609 New

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.