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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
SEP
301
Southland Equity Partners
Missouri
$473K -$125K -2,471 -21%
WAM
302
WNY Asset Management
New York
$469K +$15.5K +306 +3%
SFS
303
Searcy Financial Services
Kansas
$465K -$6.48K -128 -1%
AWM
304
Avaii Wealth Management
Wisconsin
$460K -$134K -2,652 -23%
OC
305
Oppenheimer & Co
New York
$459K -$5.01K -99 -1%
Betterment LLC
306
Betterment LLC
New York
$458K +$167K +3,290 +57%
CAC
307
Certified Advisory Corp
Florida
$457K -$78.3K -1,546 -15%
CWM
308
Copia Wealth Management
Oregon
$453K
NCM
309
New Capital Management
Texas
$453K -$54.3K -1,073 -11%
NF
310
Nvest Financial
New Hampshire
$452K
SWM
311
Spire Wealth Management
Virginia
$446K +$2.84K +56 +0.6%
FA
312
Fortis Advisors
Pennsylvania
$443K +$5.22K +103 +1%
IPA
313
Investment Planning Advisors
Georgia
$443K +$37.8K +746 +9%
AWM
314
Alterna Wealth Management
Texas
$440K
HCA
315
Heck Capital Advisors
Wisconsin
$431K +$44.2K +872 +11%
KWM
316
Kingsview Wealth Management
Oregon
$426K -$3.71M -73,356 -90%
LIM
317
Leavell Investment Management
Alabama
$424K -$8.46K -167 -2%
PHIC
318
Pine Haven Investment Counsel
Massachusetts
$413K
SWM
319
Seed Wealth Management
Illinois
$406K
VCM
320
Virtue Capital Management
Tennessee
$405K -$3.67M -72,436 -96%
SWP
321
Stratos Wealth Partners
Ohio
$405K +$404K +7,983 New
ACM
322
Alpha Capital Management
Texas
$404K +$172K +3,400 +75%
CA
323
Claro Advisors
Massachusetts
$401K +$400K +7,907 New
JBA
324
Johnson Bixby & Associates
Washington
$398K -$122K -2,403 -23%
Kovitz Investment Group Partners
325
Kovitz Investment Group Partners
Illinois
$395K

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.