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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
FC
201
Fusion Capital
South Carolina
$1.47M -$33.5K -662 -2%
GSWM
202
Greenup Street Wealth Management
Michigan
$1.46M -$286K -5,657 -16%
BWM
203
BCGM Wealth Management
Indiana
$1.45M -$59.1K -1,169 -4%
Jones Financial Companies
204
Jones Financial Companies
Missouri
$1.41M +$249K +4,927 +22%
WP
205
WealthShield Partners
North Carolina
$1.37M -$31.8K -629 -2%
LRWA
206
Long Run Wealth Advisors
New York
$1.34M -$53.9K -1,065 -4%
Bank of Montreal
207
Bank of Montreal
Ontario, Canada
$1.23M -$662K -13,084 -35%
GF
208
Gries Financial
Ohio
$1.17M
PAS
209
Park Avenue Securities
New York
$1.16M +$577K +11,405 +99%
TCM
210
Tradewinds Capital Management
Washington
$1.15M +$13.2K +261 +1%
BOH
211
Bank of Hawaii
Hawaii
$1.12M -$1.08M -21,306 -49%
ACA
212
Aptus Capital Advisors
Alabama
$1.12M +$7.03K +139 +0.6%
AWM
213
Arista Wealth Management
Nevada
$1.11M +$1.1M +21,801 New
NAS
214
NWF Advisory Services
California
$1.1M +$708K +14,002 +183%
CA
215
Clune & Associates
Illinois
$1.09M +$332K +6,562 +44%
CWM
216
Cahaba Wealth Management
Georgia
$1.08M -$99.9K -1,975 -8%
PCP
217
Proficio Capital Partners
Massachusetts
$1.08M -$652K -12,895 -38%
PWM
218
Perigon Wealth Management
California
$1.06M +$961 +19 +0.1%
Susquehanna International Group
219
Susquehanna International Group
Pennsylvania
$1.06M +$596K +11,784 +131%
FFA
220
Farther Finance Advisors
California
$1.05M +$226K +4,471 +27%
CCB
221
Country Club Bank
Missouri
$1.03M +$62.7K +1,240 +6%
BCM
222
Boltwood Capital Management
California
$1.03M
EA
223
Emerald Advisors
Washington
$1.03M -$301K -5,960 -23%
PCA
224
Prosperity Capital Advisors
Ohio
$1.02M +$1.02M +20,077 New
EHC
225
Everett Harris & Co
California
$1.01M +$1.01M +20,000 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.