We are live on ! Find out more
ICSH icon

iShares Ultra Short Duration Bond Active ETF

442 hedge funds and large institutions have $3.16B invested in iShares Ultra Short Duration Bond Active ETF in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 180 increasing their positions, 155 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 155

7% more funds holding in top 10

Funds holding in top 10: 2729 (+2)

0.88% more ownership

Funds ownership: 55.03%55.91% (+0.88%)

4% less funds holding

Funds holding: 462442 (-20)

5% less capital invested

Capital invested by funds: $3.34B → $3.16B (-$182M)

16% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 45

Holders
442
Holders Change
-20
Holders Change %
-4.33%
% of All Funds
5.93%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.39%
New
38
Increased
180
Reduced
155
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$191M -$13.5M -267,606 -7%
Bank of America
2
Bank of America
North Carolina
$174M -$10.6M -209,617 -6%
UBS Group
3
UBS Group
Switzerland
$171M +$8.35M +165,190 +5%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$151M +$27.6M +544,950 +22%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$128M -$35.2M -695,633 -22%
DCM
6
Donaldson Capital Management
Indiana
$124M +$10.6M +210,389 +9%
Renaissance Technologies
7
Renaissance Technologies
New York
$114M +$22.9M +453,700 +25%
FDCP
8
Foster Dykema Cabot & Partners
Massachusetts
$114M +$3.6M +71,169 +3%
LPL Financial
9
LPL Financial
California
$103M +$15.8M +311,875 +18%
ETC
10
Exchange Traded Concepts
Oklahoma
$77.7M +$77.5M +1,532,455 New
BlackRock
11
BlackRock
New York
$67.2M +$15.2M +299,879 +29%
Mariner
12
Mariner
Kansas
$57.7M +$1.67M +33,110 +3%
WAG
13
Winthrop Advisory Group
Massachusetts
$57.5M +$57.3M +1,134,105 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$57.4M +$5.62M +111,102 +11%
DPI
15
Diversified Portfolios Inc
Michigan
$57.3M +$1.91M +37,833 +3%
AA
16
Acorns Advisers
California
$49.2M +$2.61M +51,570 +6%
Raymond James Financial
17
Raymond James Financial
Florida
$43.1M -$32.3M -637,897 -43%
CI
18
Constellation Investments
Ohio
$42.9M -$15.3M -302,779 -26%
FG
19
Foster Group
Iowa
$42.3M +$467K +9,228 +1%
Focus Partners Wealth
20
Focus Partners Wealth
Massachusetts
$41.5M +$33.4M +661,031 +422%
VBFP
21
Valtinson Bruner Financial Planning
Minnesota
$35.5M +$21.3M +421,925 +151%
IGGA
22
Iron Gate Global Advisors
Utah
$34.7M +$4.99M +98,751 +17%
OPCM
23
Osborne Partners Capital Management
California
$33.9M +$4.82M +95,407 +17%
Osaic Holdings
24
Osaic Holdings
Arizona
$31.8M +$21.5M +425,150 +211%
MML Investors Services
25
MML Investors Services
Massachusetts
$29.3M -$3.61M -71,349 -11%

ICSH Hedge Fund Activity: Q1 2025 in Review

442 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Ultra Short Duration Bond Active ETF (ICSH) for Q1 2025, worth a combined $3.16B — down 5.5% from $3.34B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of ICSH and 38 opened new positions — a net loss of 7 holders — while 155 trimmed existing stakes and 180 added.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $77.5M. The largest seller was Royal Bank of Canada, cutting an estimated $35.2M.

  • 442 institutional investors held iShares Ultra Short Duration Bond Active ETF (ICSH) as of Q1 2025, down from 462 in Q4 2024.
  • Funds reported $3.16B of iShares Ultra Short Duration Bond Active ETF stock for Q1 2025, down 5.5% quarter-over-quarter.
  • 38 funds opened new iShares Ultra Short Duration Bond Active ETF positions in Q1 2025 and 45 closed out, a net change of -7 holders.
  • The largest iShares Ultra Short Duration Bond Active ETF buyer in Q1 2025 was Exchange Traded Concepts, an estimated $77.5M added.
  • The largest iShares Ultra Short Duration Bond Active ETF seller in Q1 2025 was Royal Bank of Canada, an estimated $35.2M sold.

Based on aggregated 13F filings for Q1 2025.