We are live on ! Find out more
ICSH icon

iShares Ultra Short Duration Bond Active ETF

493 hedge funds and large institutions have $3.75B invested in iShares Ultra Short Duration Bond Active ETF in 2025 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 213 increasing their positions, 145 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 35

47% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 145

44% more funds holding in top 10

Funds holding in top 10: 2739 (+12)

10% more capital invested

Capital invested by funds: $3.42B → $3.75B (+$330M)

5% more funds holding

Funds holding: 470493 (+23)

2.43% more ownership

Funds ownership: 53.55%55.97% (+2.4%)

Holders
493
Holders Change
+23
Holders Change %
+4.89%
% of All Funds
6%
Holding in Top 10
39
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+44.44%
% of All Funds
0.47%
New
70
Increased
213
Reduced
145
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPC
276
Park Place Capital
Alabama
$733K -$109K -2,153 -13%
KCM
277
KM Capital Management
Texas
$729K +$25.8K +509 +4%
HA
278
Hegarty Advisors
New York
$726K +$727K +14,348 New
BOM
279
Bank of Marin
California
$723K -$2.28K -45 -0.3%
AWM
280
AE Wealth Management
Kansas
$719K +$692K +13,655 +2,447%
CFO
281
CVA Family Office
Colorado
$712K -$4.3K -85 -0.6%
IIC
282
Integrated Investment Consultants
Michigan
$697K +$451K +8,900 +182%
SW
283
SVB Wealth
Massachusetts
$696K -$1.29M -25,437 -65%
RWI
284
Red Wave Investments
Pennsylvania
$695K
Lido Advisors
285
Lido Advisors
California
$689K -$1.06K -21 -0.2%
IPA
286
Investment Planning Advisors
Georgia
$683K +$242K +4,781 +55%
RCG
287
Regatta Capital Group
California
$672K -$38.8K -767 -5%
SFS
288
Searcy Financial Services
Kansas
$668K +$204K +4,033 +44%
CAS
289
Coppell Advisory Solutions
Texas
$658K +$8.96K +177 +1%
ACM
290
Advisors Capital Management
New Jersey
$656K +$657K +12,968 New
BBA
291
BLB&B Advisors
Pennsylvania
$652K +$100K +1,977 +18%
AC
292
Applied Capital
Arkansas
$651K +$98.2K +1,939 +18%
SWP
293
Stratos Wealth Partners
Ohio
$650K +$247K +4,874 +61%
AA
294
Argent Advisors
Louisiana
$648K +$70.7K +1,396 +12%
OWA
295
Octavia Wealth Advisors
Ohio
$625K -$45.9K -906 -7%
CFC
296
Coyle Financial Counsel
Illinois
$617K -$105K -2,080 -15%
AAM
297
Ackerman Asset Management
Maryland
$606K -$4.46K -88 -0.7%
IA
298
Inspire Advisors
Idaho
$600K +$3.8K +75 +0.6%
GWM
299
GSB Wealth Management
Connecticut
$596K -$49.9K -985 -8%
TFG
300
Tilson Financial Group
New Jersey
$589K +$4.41K +87 +0.8%