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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
FF
76
Farrow Financial
Vermont
$6.95M -$20.6K -407 -0.3%
HTC
77
Haverford Trust Company
Pennsylvania
$6.78M -$401K -7,931 -6%
BWM
78
Bulltick Wealth Management
Florida
$6.78M -$3.26M -64,374 -32%
GGS
79
Galvin Gaustad & Stein
Arizona
$6.68M +$2.64M +52,274 +66%
SWG
80
Summit Wealth Group
Vermont
$6.47M +$781K +15,447 +14%
KC
81
Kintayl Capital
New York
$6.2M
AWM
82
Ariadne Wealth Management
California
$6.19M -$368K -7,274 -6%
FFS
83
Founders Financial Securities
Maryland
$6.19M +$1.9M +37,492 +44%
CI
84
Constellation Investments
Ohio
$6.09M -$36.7M -726,691 -86%
APIM
85
Agate Pass Investment Management
Washington
$6.07M -$587K -11,615 -9%
LWM
86
LongView Wealth Management
Georgia
$6.05M +$18.7K +369 +0.3%
FCIM
87
Fairview Capital Investment Management
California
$5.92M
SFS
88
Sowell Financial Services
Arkansas
$5.92M +$986K +19,504 +20%
CPIG
89
Chicago Partners Investment Group
Illinois
$5.82M +$281K +5,560 +5%
MOS
90
MGO One Seven
Ohio
$5.81M -$823K -16,267 -12%
RWS
91
Rochester Wealth Strategies
Michigan
$5.8M -$770K -15,232 -12%
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$5.73M -$14.3K -283 -0.2%
FIBT
93
First International Bank & Trust
North Dakota
$5.65M -$690K -13,646 -11%
SRC
94
Shufro Rose & Co
New York
$5.62M -$31.6K -624 -0.6%
AWMS
95
Advocacy Wealth Management Services
Georgia
$5.58M +$403K +7,977 +8%
CPWA
96
Cerro Pacific Wealth Advisors
California
$5.3M +$1.22M +24,078 +30%
FAM
97
Forte Asset Management
New York
$5.16M +$860K +17,005 +20%
SAM
98
SP Asset Management
California
$5.04M -$993K -19,631 -17%
DAS
99
Dynamic Advisor Solutions
Arizona
$5.03M +$4.64M +91,708 +1,236%
LWMI
100
Legacy Wealth Management (Idaho)
Idaho
$5.01M -$3.29M -65,086 -40%

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.