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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
LIS
101
Legacy Investment Solutions
Idaho
$5.01M +$5M +98,888 New
JP Morgan Chase
102
JP Morgan Chase
New York
$4.78M -$4.01M -79,202 -46%
HighTower Advisors
103
HighTower Advisors
Illinois
$4.54M +$427K +8,450 +10%
WA
104
Wealth Architects
California
$4.54M +$1.95M +38,566 +76%
WWM
105
WT Wealth Management
Arizona
$4.54M +$1.08M +21,309 +31%
CA
106
Capital Advantage
California
$4.49M -$1.07M -21,153 -19%
AAS
107
Ameritas Advisory Services
Nebraska
$4.45M +$412K +8,149 +10%
WCM
108
WealthBridge Capital Management
Ohio
$4.4M +$180K +3,565 +4%
FGC
109
Financial Gravity Companies
Texas
$4.37M +$4.36M +86,232 New
BFPW
110
BOK Financial Private Wealth
Colorado
$4.36M -$82.5K -1,631 -2%
RFG
111
RFP Financial Group
Georgia
$4.3M +$211K +4,179 +5%
SB
112
Semitam Bonam
New York
$4.26M +$4.25M +84,034 New
FM
113
Family Management
New York
$4.25M -$1.56M -30,790 -27%
MKW
114
Mullaney, Keating & Wright
Connecticut
$4.2M +$329K +6,499 +9%
PFM
115
Phillips Financial Management
Indiana
$4.15M -$2.28M -45,122 -36%
KWM
116
Kingsview Wealth Management
Oregon
$4.15M +$134K +2,645 +3%
OFP
117
OFC Financial Planning
New Jersey
$4.12M -$293K -5,790 -7%
TWP
118
Tempus Wealth Planning
California
$4.09M +$63K +1,246 +2%
Jane Street
119
Jane Street
New York
$4.08M -$6.35M -125,518 -61%
PIA
120
Panoramic Investment Advisors
Colorado
$4.01M +$1.55M +30,624 +63%
SPIA
121
Steward Partners Investment Advisory
New York
$4.01M +$45.6K +902 +1%
WA
122
Waverly Advisors
Alabama
$3.97M +$79.4K +1,570 +2%
KAS
123
Kestra Advisory Services
Texas
$3.85M +$2.86M +56,606 +294%
VCM
124
Virtue Capital Management
Tennessee
$3.83M -$359K -7,096 -9%
PSA
125
Plum Street Advisors
Louisiana
$3.82M +$234K +4,621 +7%

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.