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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
ASN
26
Advisory Services Network
Georgia
$27.8M +$23.7M +469,082 +598%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$24.3M +$2.24M +44,371 +10%
CG
28
Cynosure Group
Utah
$22.3M -$321K -6,353 -1%
MA
29
Mutual Advisors
Nebraska
$22M +$20.1M +398,407 +1,080%
CSP
30
Cary Street Partners
Virginia
$21.1M +$631K +12,488 +3%
AAP
31
Arax Advisory Partners
Colorado
$19.6M +$19.4M +383,585 +10,185%
SHGA
32
Sand Hill Global Advisors
California
$19.6M +$4.21M +83,267 +27%
AC
33
Avestar Capital
New York
$19.1M +$3.13M +61,945 +20%
RBC
34
Roble Belko & Company
Pennsylvania
$17.6M -$2.91M -57,513 -14%
T
35
Transce3nd
Texas
$16.9M -$99.5K -1,967 -0.6%
CPC
36
Congress Park Capital
New York
$16.2M +$8.11M +160,351 +100%
GSIS
37
Global Strategic Investment Solutions
Arizona
$16.1M +$1.51M +29,950 +10%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$15.6M -$1.15M -22,831 -7%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$15.4M +$2.61M +51,518 +20%
Stifel Financial
40
Stifel Financial
Missouri
$15.4M +$2.63M +52,071 +21%
SQA
41
Simon Quick Advisors
New Jersey
$14.8M +$190K +3,748 +1%
PAG
42
Private Advisor Group
New Jersey
$14.3M +$1.84M +36,292 +15%
SC
43
Slow Capital
California
$13.3M -$1.85M -36,521 -12%
S
44
SignatureFD
Georgia
$13.2M -$2.76M -54,575 -17%
Corient Private Wealth
45
Corient Private Wealth
Florida
$13M -$27.8M -549,437 -68%
BF
46
BOK Financial
Oklahoma
$13M +$2.24M +44,244 +21%
Cerity Partners
47
Cerity Partners
New York
$12.9M -$20.4M -403,519 -61%
SCM
48
Steele Capital Management
Iowa
$12.5M +$1.23M +24,359 +11%
EIA
49
Edgemoor Investment Advisors
Maryland
$11.7M +$369K +7,306 +3%
GMA
50
Glassy Mountain Advisors
Maryland
$11.3M -$227K -4,488 -2%

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.