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
MCM
426
MAI Capital Management
Ohio
$198K -$102K -2,018 -34%
WW
427
Winnow Wealth
Texas
$176K -$19.8K -391 -10%
AT
428
Avalon Trust
New Mexico
$172K -$35.4K -700 -17%
FP
429
Financial Perspectives
Minnesota
$169K -$35.3K -697 -17%
KOCAA
430
Knights of Columbus Asset Advisors
Connecticut
$160K
ISWM
431
Intesa Sanpaolo Wealth Management
$152K +$152K +3,000 New
AF
432
Advisornet Financial
Minnesota
$134K
NFSG
433
Newbridge Financial Services Group
Florida
$126K -$20.6K -406 -14%
WTC
434
WhitTier Trust Company
Nevada
$123K
GWM
435
Geneos Wealth Management
Colorado
$121K -$912 -18 -0.7%
MAS
436
MPWM Advisory Solutions
Georgia
$111K
T
437
Transce3nd
Texas
$110K -$41.8K -825 -27%
BTI
438
Blue Trust Inc
Georgia
$110K
TPBG
439
Turning Point Benefit Group
Maryland
$109K -$13.8K -272 -11%
RFP
440
Root Financial Partners
California
$103K +$1.47K +29 +1%
BC
441
Bulwark Capital
Florida
$102K -$15K -296 -13%
AUB
442
Atlantic Union Bankshares
Virginia
$96.6K
AW
443
Ankerstar Wealth
Texas
$86.6K +$86.7K +1,712 New
AP
444
Atwood & Palmer
Missouri
$77.1K
SWP
445
Strategic Wealth Partners
Ohio
$73.1K -$51.5K -1,016 -41%
PTC
446
Private Trust Company
Ohio
$71K +$8.26K +163 +13%
PWAM
447
Private Wealth Asset Management
Iowa
$70.7K +$70.7K +1,397 New
CFG
448
CKW Financial Group
Hawaii
$65K
AG
449
AmeriFlex Group
Nevada
$53.1K -$53.2K -1,050 -50%
HWA
450
HHM Wealth Advisors
Tennessee
$51.3K