ICSH icon

iShares Ultra Short Duration Bond Active ETF

441 hedge funds and large institutions have $3.21B invested in iShares Ultra Short Duration Bond Active ETF in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 170 increasing their positions, 167 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
441
Holders Change
+4
Holders Change %
+0.92%
% of All Funds
5.91%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.43%
New
44
Increased
170
Reduced
167
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
251
Arkadios Wealth Advisors
Georgia
$706K +$706K +13,929 New
HI
252
Harbour Investments
Wisconsin
$698K +$148K +2,913 +27%
RWI
253
Red Wave Investments
Pennsylvania
$696K -$4.97K -98 -0.7%
AWM
254
Aprio Wealth Management
Georgia
$689K -$22.8K -449 -3%
CAS
255
Coppell Advisory Solutions
Texas
$688K +$688K +13,571 New
GWM
256
GSB Wealth Management
Connecticut
$647K
PCFFS
257
Pacific Center for Financial Services
California
$640K -$1.01K -20 -0.2%
CAM
258
Cresset Asset Management
Illinois
$634K -$463K -9,140 -42%
PJSIMP
259
P.J. Schmidt Investment Management (PJS)
Wisconsin
$634K +$151K +2,981 +31%
CFC
260
Coyle Financial Counsel
Illinois
$627K +$47.1K +928 +8%
RA
261
RFG Advisory
Alabama
$624K -$395K -7,788 -39%
CFO
262
CVA Family Office
Colorado
$620K +$10.8K +212 +2%
PWA
263
Physician Wealth Advisors
Utah
$620K -$16.9K -334 -3%
BPA
264
Beacon Pointe Advisors
California
$614K
IPW
265
Impact Partnership Wealth
Georgia
$606K +$606K +11,953 New
SFG
266
SevenBridge Financial Group
Pennsylvania
$604K
SEP
267
Southland Equity Partners
Missouri
$598K +$152 +3 +0%
HCP
268
Hexagon Capital Partners
Arkansas
$597K -$137K -2,696 -19%
AWM
269
Avaii Wealth Management
Wisconsin
$594K -$69.5K -1,371 -10%
MTC
270
Matrix Trust Company
Colorado
$582K +$86.7K +1,710 +17%
TFG
271
Tilson Financial Group
New Jersey
$580K +$6.65K +131 +1%
TYCC
272
Texas Yale Capital Corp
Florida
$578K -$2.03M -40,000 -78%
MSWMA
273
Market Street Wealth Management Advisors
Indiana
$576K +$6.39K +126 +1%
PA
274
Prossimo Advisors
California
$574K
MCA
275
Maryland Capital Advisors
Maryland
$570K -$48.8K -963 -8%