ICSH icon

iShares Ultra Short Duration Bond Active ETF

465 hedge funds and large institutions have $3.43B invested in iShares Ultra Short Duration Bond Active ETF in 2025 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 188 increasing their positions, 156 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
465
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEP
301
Southland Equity Partners
Missouri
$473K
WAM
302
WNY Asset Management
New York
$469K
SFS
303
Searcy Financial Services
Kansas
$465K
AWM
304
Avaii Wealth Management
Wisconsin
$460K
OC
305
Oppenheimer & Co
New York
$459K
Betterment LLC
306
Betterment LLC
New York
$458K
CAC
307
Certified Advisory Corp
Florida
$457K
CWM
308
Copia Wealth Management
Oregon
$453K
NCM
309
New Capital Management
Texas
$453K
NF
310
Nvest Financial
New Hampshire
$452K
SWM
311
Spire Wealth Management
Virginia
$446K
FA
312
Fortis Advisors
Pennsylvania
$443K
IPA
313
Investment Planning Advisors
Georgia
$443K
AWM
314
Alterna Wealth Management
Texas
$440K
HCA
315
Heck Capital Advisors
Wisconsin
$431K
KWM
316
Kingsview Wealth Management
Oregon
$426K
LIM
317
Leavell Investment Management
Alabama
$424K
PHIC
318
Pine Haven Investment Counsel
Massachusetts
$413K
SWM
319
Seed Wealth Management
Illinois
$406K
SWP
320
Stratos Wealth Partners
Ohio
$405K
ACM
321
Alpha Capital Management
Texas
$404K
CA
322
Claro Advisors
Massachusetts
$401K
JBA
323
Johnson Bixby & Associates
Washington
$398K
Kovitz Investment Group Partners
324
Kovitz Investment Group Partners
Illinois
$395K
MWM
325
Mascoma Wealth Management
New Hampshire
$395K