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iShares Ultra Short Duration Bond Active ETF
ICSH

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: 29 → 32 (+3)

2% more funds holding

Funds holding: 442 → 451 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$94.7M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$40.4M
3
SHGA
Sand Hill Global Advisors
California
+$30.8M
4
Bank of America
Bank of America
North Carolina
+$28.4M
5
BWL
Bogart Wealth LLC
Virginia
+$27.2M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$114M
2
ETC
Exchange Traded Concepts
Oklahoma
-$38.5M
3
CI
Constellation Investments
Ohio
-$36.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$22M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$19.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
151
Peterson Wealth Advisors
Utah
$2.44M -$151K -2,978 -6%
BIAS
152
Beacon Investment Advisory Services
New Jersey
$2.44M – – –
MFF
153
Michels Family Financial
Texas
$2.42M -$33.9K -670 -1%
VIM
154
Vista Investment Management
Pennsylvania
$2.41M +$107K +2,117 +5%
SWM
155
StoneCrest Wealth Management
Arizona
$2.37M +$368K +7,272 +18%
VPP
156
Vertex Planning Partners
Illinois
$2.36M +$104K +2,065 +5%
BAM
157
Belpointe Asset Management
Nevada
$2.36M -$106K -2,091 -4%
AWE
158
Avidian Wealth Enterprises
Texas
$2.36M -$690K -13,652 -23%
AIA
159
Acute Investment Advisory
Arizona
$2.33M -$1.66M -32,823 -42%
ZIM
160
Zacks Investment Management
Illinois
$2.23M -$300K -5,938 -12%
CIA
161
Concurrent Investment Advisors
Florida
$2.21M +$696K +13,760 +46%
RAS
162
RPS Advisory Solutions
Kentucky
$2.19M +$2.18M +43,135 New
WGC
163
Watts Gwilliam & Co
Arizona
$2.16M -$1.37M -27,005 -39%
SA
164
Sanctuary Advisors
Indiana
$2.15M +$784K +15,497 +57%
SSWM
165
Sheets Smith Wealth Management
North Carolina
$2.15M +$32.5K +643 +2%
AAS
166
Avantax Advisory Services
Texas
$2.15M +$109K +2,151 +5%
CIAS
167
CFS Investment Advisory Services
New Jersey
$2.14M +$107K +2,112 +5%
JCM
168
Jacobi Capital Management
Pennsylvania
$2.11M +$412K +8,141 +24%
MMA
169
Miracle Mile Advisors
California
$2.11M +$3.24K +64 +0.2%
AssetMark Inc
170
AssetMark Inc
California
$2.1M +$1.84M +36,441 +730%
Citigroup
171
Citigroup
New York
$2.08M +$262K +5,172 +14%
TLFA
172
True Link Financial Advisors
California
$2.08M – – –
VT
173
Vise Technologies
New York
$2.03M +$2.03M +40,114 New
HF
174
HRT Financial
New York
$2.03M +$2.02M +40,011 New
Northwestern Mutual Wealth Management
175
Northwestern Mutual Wealth Management
Wisconsin
$2.02M +$236K +4,662 +13%
5 6
7
8 9

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.