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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
PGAM
126
Princeton Global Asset Management
New Jersey
$3.76M +$62.3K +1,232 +2%
IA
127
IFP Advisors
Florida
$3.74M +$1.99M +39,386 +115%
ZF
128
Zhang Financial
Michigan
$3.73M +$1.41M +27,905 +61%
BWS
129
BCR Wealth Strategies
Alabama
$3.71M +$90.7K +1,794 +3%
PCIA
130
Prime Capital Investment Advisors
Kansas
$3.57M -$975K -19,291 -21%
HCM
131
Howland Capital Management
Massachusetts
$3.56M +$79K +1,563 +2%
PWM
132
Parkworth Wealth Management
California
$3.47M +$543K +10,745 +19%
SC
133
Slow Capital
California
$3.37M -$9.86M -195,006 -75%
SPC
134
Sigma Planning Corp
Michigan
$3.16M +$759K +15,014 +32%
RIA
135
Realta Investment Advisors
Delaware
$3.06M +$470K +9,295 +18%
IIA
136
Integral Investment Advisors
California
$3.03M +$281K +5,565 +10%
SW
137
SVB Wealth
Massachusetts
$3.02M -$1.16M -23,035 -28%
MCA
138
MSH Capital Advisors
Arizona
$2.95M +$100K +1,980 +4%
Morgan Stanley
139
Morgan Stanley
New York
$2.91M -$82.8K -1,637 -3%
Pathstone Holdings
140
Pathstone Holdings
New Jersey
$2.84M +$2.27M +44,939 +408%
Baird Financial Group
141
Baird Financial Group
Wisconsin
$2.81M +$25.6K +506 +0.9%
PS
142
Principal Securities
Iowa
$2.78M +$673K +13,307 +32%
B
143
Bailard
California
$2.77M +$2.76M +54,660 New
RF
144
RHS Financial
California
$2.7M -$1.42M -28,056 -35%
MSAM
145
Moloney Securities Asset Management
Missouri
$2.69M +$330K +6,534 +14%
CMMS
146
Comprehensive Money Management Services
Florida
$2.64M +$162K +3,210 +7%
BCM
147
Brookstone Capital Management
Illinois
$2.6M +$647K +12,785 +33%
Creative Planning
148
Creative Planning
Kansas
$2.57M -$175K -3,463 -6%
RSWM
149
Robertson Stephens Wealth Management
California
$2.55M -$1.56M -30,877 -38%
RCS
150
Retirement Capital Strategies
California
$2.45M +$2.44M +48,350 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.