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iShares Ultra Short Duration Bond Active ETF

470 hedge funds and large institutions have $3.42B invested in iShares Ultra Short Duration Bond Active ETF in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 187 increasing their positions, 159 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 35

18% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 159

6% more capital invested

Capital invested by funds: $3.23B → $3.42B (+$190M)

4% more funds holding

Funds holding: 451470 (+19)

0.13% less ownership

Funds ownership: 53.67%53.55% (-0.13%)

16% less funds holding in top 10

Funds holding in top 10: 3227 (-5)

Holders
470
Holders Change
+19
Holders Change %
+4.21%
% of All Funds
6.17%
Holding in Top 10
27
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.63%
% of All Funds
0.35%
New
60
Increased
187
Reduced
159
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TC
251
TAGStone Capital
North Carolina
$788K +$73.4K +1,449 +10%
CAL
252
Capital Advisors Ltd
Ohio
$769K -$89K -1,758 -10%
IF
253
IRON Financial
Illinois
$754K +$752K +14,850 New
RW
254
REDW Wealth
New Mexico
$751K +$217K +4,278 +41%
IWC
255
Integrated Wealth Concepts
Massachusetts
$744K -$6.84K -135 -0.9%
SWA
256
Serenus Wealth Advisors
California
$743K +$742K +14,645 New
PCFFS
257
Pacific Center for Financial Services
California
$733K +$91.8K +1,813 +14%
BOM
258
Bank of Marin
California
$728K -$6.89K -136 -0.9%
CFC
259
Coyle Financial Counsel
Illinois
$725K +$97.5K +1,926 +16%
HI
260
Harbour Investments
Wisconsin
$720K +$20.5K +405 +3%
CFO
261
CVA Family Office
Colorado
$719K +$98.2K +1,939 +16%
RCG
262
Regatta Capital Group
California
$713K -$3.04K -60 -0.4%
KCM
263
KM Capital Management
Texas
$706K -$55.1K -1,089 -7%
RWI
264
Red Wave Investments
Pennsylvania
$697K
Lido Advisors
265
Lido Advisors
California
$690K +$689K +13,600 New
BWM
266
Base Wealth Management
Florida
$674K +$94.1K +1,859 +16%
OWA
267
Octavia Wealth Advisors
Ohio
$673K +$184K +3,637 +38%
BAMG
268
Brand Asset Management Group
Missouri
$662K +$660K +13,041 New
CAS
269
Coppell Advisory Solutions
Texas
$651K -$37.2K -734 -5%
SFP
270
Shepherd Financial Partners
Massachusetts
$650K -$158K -3,117 -20%
GWM
271
GSB Wealth Management
Connecticut
$648K
TA
272
Tectonic Advisors
Texas
$645K +$644K +12,710 New
RSWM
273
Robertson Stephens Wealth Management
California
$622K -$1.93M -38,093 -76%
CFS
274
CGC Financial Services
Oregon
$618K +$48.8K +963 +9%
AAM
275
Ackerman Asset Management
Maryland
$612K +$611K +12,060 New

ICSH Hedge Fund Activity: Q3 2025 in Review

470 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares Ultra Short Duration Bond Active ETF (ICSH) for Q3 2025, worth a combined $3.42B — up 5.9% from $3.23B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new ICSH positions and 35 closed out — a net gain of 25 holders — while 187 added to existing stakes and 159 trimmed.

The largest buyer was Temasek Holdings, opening a new position worth an estimated $100M. The largest seller was Fidelity Investments, cutting an estimated $56.1M.

  • 470 institutional investors held iShares Ultra Short Duration Bond Active ETF (ICSH) as of Q3 2025, up from 451 in Q2 2025.
  • Funds reported $3.42B of iShares Ultra Short Duration Bond Active ETF stock for Q3 2025, up 5.9% quarter-over-quarter.
  • 60 funds opened new iShares Ultra Short Duration Bond Active ETF positions in Q3 2025 and 35 closed out, a net change of +25 holders.
  • The largest iShares Ultra Short Duration Bond Active ETF buyer in Q3 2025 was Temasek Holdings, an estimated $100M added.
  • The largest iShares Ultra Short Duration Bond Active ETF seller in Q3 2025 was Fidelity Investments, an estimated $56.1M sold.

Based on aggregated 13F filings for Q3 2025.