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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$286M +$94.7M +1,873,462 +50%
Bank of America
2
Bank of America
North Carolina
$203M +$28.4M +561,690 +16%
UBS Group
3
UBS Group
Switzerland
$180M +$9.3M +183,977 +5%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$134M -$17.3M -341,316 -11%
LPL Financial
5
LPL Financial
California
$123M +$20.4M +402,676 +20%
FDCP
6
Foster Dykema Cabot & Partners
Massachusetts
$113M -$1.56M -30,890 -1%
DCM
7
Donaldson Capital Management
Indiana
$111M -$13.3M -263,019 -11%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$106M -$22M -434,338 -17%
Focus Partners Wealth
9
Focus Partners Wealth
Massachusetts
$81.9M +$40.4M +798,102 +98%
WAG
10
Winthrop Advisory Group
Massachusetts
$60.8M +$3.23M +63,935 +6%
Mariner
11
Mariner
Kansas
$57.5M -$174K -3,435 -0.3%
DPI
12
Diversified Portfolios Inc
Michigan
$56M -$1.35M -26,713 -2%
BlackRock
13
BlackRock
New York
$53.3M -$13.8M -273,584 -21%
Raymond James Financial
14
Raymond James Financial
Florida
$50.9M +$7.77M +153,726 +18%
SHGA
15
Sand Hill Global Advisors
California
$50.5M +$30.8M +608,720 +157%
AA
16
Acorns Advisers
California
$49.4M +$203K +4,005 +0.4%
FG
17
Foster Group
Iowa
$46.8M +$4.4M +86,930 +10%
IGGA
18
Iron Gate Global Advisors
Utah
$41.5M +$6.69M +132,215 +19%
ETC
19
Exchange Traded Concepts
Oklahoma
$39.1M -$38.5M -761,739 -50%
VBFP
20
Valtinson Bruner Financial Planning
Minnesota
$38.9M +$3.41M +67,344 +10%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$37.7M -$19.6M -387,694 -34%
Osaic Holdings
22
Osaic Holdings
Arizona
$32.6M +$818K +16,176 +3%
MA
23
Mutual Advisors
Nebraska
$30.7M +$8.59M +169,937 +39%
OPCM
24
Osborne Partners Capital Management
California
$28.5M -$5.47M -108,204 -16%
BWL
25
Bogart Wealth LLC
Virginia
$27.3M +$27.2M +537,164 +35,224%

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.