ICSH icon

iShares Ultra Short Duration Bond Active ETF

484 hedge funds and large institutions have $3.72B invested in iShares Ultra Short Duration Bond Active ETF in 2025 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 213 increasing their positions, 142 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
484
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
35
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
PJSIMP
301
P.J. Schmidt Investment Management (PJS)
Wisconsin
$545K
CNBT
302
Canandaigua National Bank & Trust
New York
$544K
TFGT
303
TS Financial Group (TSFG)
Illinois
$536K
SG
304
Sankala Group
Colorado
$534K
PWA
305
Physician Wealth Advisors
Utah
$521K
WP
306
Wealthspan Partners
Iowa
$518K
Franklin Resources
307
Franklin Resources
California
$506K
CFS
308
CGC Financial Services
Oregon
$496K
NFG
309
Nations Financial Group
Iowa
$480K
VP
310
Verum Partners
North Carolina
$477K
SWM
311
Spire Wealth Management
Virginia
$465K
DSC
312
Daytona Street Capital
Missouri
$465K
CAC
313
Certified Advisory Corp
Florida
$455K
CWM
314
Copia Wealth Management
Oregon
$452K
NF
315
Nvest Financial
New Hampshire
$450K
Kovitz Investment Group Partners
316
Kovitz Investment Group Partners
Illinois
$449K
FA
317
Fortis Advisors
Pennsylvania
$448K
SCA
318
Sandy Cove Advisors
Massachusetts
$443K
AWM
319
Alterna Wealth Management
Texas
$438K
SEP
320
Southland Equity Partners
Missouri
$436K
COCM
321
Charter Oak Capital Management
New Hampshire
$432K
LIM
322
Leavell Investment Management
Alabama
$425K
NCM
323
New Capital Management
Texas
$422K
KWM
324
Kingsview Wealth Management
Oregon
$416K
LS
325
Liquid Strategies
Georgia
$416K