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iShares Ultra Short Duration Bond Active ETF

442 hedge funds and large institutions have $3.16B invested in iShares Ultra Short Duration Bond Active ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 180 increasing their positions, 155 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 155

7% more funds holding in top 10

Funds holding in top 10: 2729 (+2)

0.88% more ownership

Funds ownership: 55.03%55.91% (+0.88%)

4% less funds holding

Funds holding: 462442 (-20)

5% less capital invested

Capital invested by funds: $3.34B → $3.16B (-$182M)

16% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 45

Holders
442
Holders Change
-20
Holders Change %
-4.33%
% of All Funds
5.93%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.39%
New
38
Increased
180
Reduced
155
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PMA
451
Prudent Man Advisors
Illinois
-$1.5M -29,655 Closed
CAS
452
Coppell Advisory Solutions
Texas
-$1.25M -24,765 Closed
KF
453
Krilogy Financial
Missouri
-$1.06M -21,095 Closed
GS
454
GTS Securities
New York
-$858K -17,023 Closed
EAM
455
Evanson Asset Management
California
-$640K -12,685 Closed
HF
456
HRT Financial
New York
-$632K -12,541 Closed
AGA
457
Arkos Global Advisors
Texas
-$591K -11,724 Closed
CCWA
458
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$510K -10,114 Closed
CL
459
Choreo LLC
Illinois
-$463K -9,188 Closed
NIA
460
NIA Impact Advisors
California
-$451K -8,935 Closed
AIA
461
Accelerate Investment Advisors
California
-$405K -8,032 Closed
OL
462
Optas LLC
Texas
-$368K -7,300 Closed
EWA
463
EP Wealth Advisors
California
-$338K -6,702 Closed
AFO
464
Allie Family Office
Florida
-$303K -6,000 Closed
TH
465
TCTC Holdings
Texas
-$296K -5,874 Closed
ISWM
466
Independent Solutions Wealth Management
New York
-$275K -5,459 Closed
CM
467
Cornerstone Management
Georgia
-$272K -5,398 Closed
LI
468
LMCG Investments
Massachusetts
-$252K -5,000 Closed
MPWT
469
MassMutual Private Wealth & Trust
Connecticut
-$252K -5,000 Closed
CWL
470
Causey Wealth LLC
Colorado
-$238K -4,725 Closed
HIMC
471
Heritage Investors Management Corp
Maryland
-$237K -4,699 Closed
UAG
472
United Advisor Group
Ohio
-$222K -4,407 Closed
BF
473
Blankinship & Foster
California
-$218K -4,319 Closed
DWM
474
Dopkins Wealth Management
New York
-$217K -4,305 Closed
FPAS
475
Focus Partners Advisor Solutions
Missouri
-$217K -4,305 Closed

ICSH Hedge Fund Activity: Q1 2025 in Review

442 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Ultra Short Duration Bond Active ETF (ICSH) for Q1 2025, worth a combined $3.16B — down 5.5% from $3.34B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of ICSH and 38 opened new positions — a net loss of 7 holders — while 155 trimmed existing stakes and 180 added.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $77.5M. The largest seller was Royal Bank of Canada, cutting an estimated $35.2M.

  • 442 institutional investors held iShares Ultra Short Duration Bond Active ETF (ICSH) as of Q1 2025, down from 462 in Q4 2024.
  • Funds reported $3.16B of iShares Ultra Short Duration Bond Active ETF stock for Q1 2025, down 5.5% quarter-over-quarter.
  • 38 funds opened new iShares Ultra Short Duration Bond Active ETF positions in Q1 2025 and 45 closed out, a net change of -7 holders.
  • The largest iShares Ultra Short Duration Bond Active ETF buyer in Q1 2025 was Exchange Traded Concepts, an estimated $77.5M added.
  • The largest iShares Ultra Short Duration Bond Active ETF seller in Q1 2025 was Royal Bank of Canada, an estimated $35.2M sold.

Based on aggregated 13F filings for Q1 2025.