ICSH icon

iShares Ultra Short Duration Bond Active ETF

439 hedge funds and large institutions have $3.2B invested in iShares Ultra Short Duration Bond Active ETF in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 168 increasing their positions, 167 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+2
Holders Change %
+0.46%
% of All Funds
5.89%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.43%
New
44
Increased
168
Reduced
167
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SRC
351
Sage Rhino Capital
California
$271K +$254 +5 +0.1%
LWA
352
Lifelong Wealth Advisors
Minnesota
$271K
AWM
353
Avior Wealth Management
Nebraska
$271K
WANY
354
Wealthspire Advisors (New York)
New York
$267K -$147K -2,897 -35%
EWA
355
Encompass Wealth Advisors
Oregon
$263K
ACP
356
Aviance Capital Partners
Florida
$258K -$1.45M -28,689 -85%
NG
357
Norden Group
Utah
$257K
TCM
358
Traub Capital Management
Massachusetts
$257K +$257K +5,059 New
FAIM
359
Financial Advocates Investment Management
Washington
$255K -$992K -19,557 -80%
SIG
360
Spinnaker Investment Group
California
$252K -$6.19K -122 -2%
AFP
361
Alpha Financial Partners
Kentucky
$249K -$435K -8,579 -64%
PNC Financial Services Group
362
PNC Financial Services Group
Pennsylvania
$247K +$118K +2,320 +91%
PA
363
Probity Advisors
Texas
$246K -$248K -4,900 -50%
SAG
364
SageView Advisory Group
California
$244K
AWS
365
Aspen Wealth Strategies
Colorado
$243K -$16.7K -330 -6%
MCM
366
M1 Capital Management
Michigan
$240K
TPBG
367
Turning Point Benefit Group
Maryland
$238K -$83.7K -1,651 -26%
ISFAN
368
Investor's Fiduciary Advisor Network
Washington
$237K +$237K +4,677 New
FZCM
369
Flynn Zito Capital Management
New York
$231K -$65.5K -1,291 -22%
ACM
370
Alpha Capital Management
Texas
$231K -$700K -13,800 -75%
MSWM
371
McGlone Suttner Wealth Management
Wisconsin
$230K +$51 +1 +0%
KDA
372
Kraft Davis & Associates
Missouri
$229K +$229K +4,525 New
WIA
373
Wetzel Investment Advisors
Indiana
$225K +$225K +4,440 New
HAG
374
HF Advisory Group
Maryland
$223K +$2.43K +48 +1%
Empower Advisory Group
375
Empower Advisory Group
Colorado
$220K +$11.7K +230 +6%