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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
OPCM
26
Osborne Partners Capital Management
California
$27.1M -$1.34M -26,391 -5%
MML Investors Services
27
MML Investors Services
Massachusetts
$27.1M +$1.52M +29,968 +6%
Osaic Holdings
28
Osaic Holdings
Arizona
$26.6M -$6.03M -119,130 -19%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$24.7M +$1.43M +28,272 +6%
HCM
30
Hollencrest Capital Management
California
$23.6M +$23.5M +464,958 New
CG
31
Cynosure Group
Utah
$22.3M -$427K -8,423 -2%
SCM
32
Steele Capital Management
Iowa
$20.6M +$8.05M +158,916 +64%
GSIS
33
Global Strategic Investment Solutions
Arizona
$20.2M +$2.37M +46,808 +13%
RBC
34
Roble Belko & Company
Pennsylvania
$19.9M +$1.01M +19,931 +5%
Stifel Financial
35
Stifel Financial
Missouri
$19.8M +$4.33M +85,593 +28%
MAM
36
Mainsail Asset Management
Alabama
$19.4M +$19.3M +381,440 New
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$19M +$1.55M +30,600 +9%
Citadel Advisors
38
Citadel Advisors
Florida
$18.5M +$9.77M +192,944 +112%
AC
39
Avestar Capital
New York
$17.8M -$2.88M -56,933 -14%
ASN
40
Advisory Services Network
Georgia
$17.5M +$1M +19,812 +6%
S
41
SignatureFD
Georgia
$17.2M +$3.74M +73,788 +28%
JWCA
42
J.W. Cole Advisors
Florida
$16.8M +$1.57M +31,040 +10%
SHGA
43
Sand Hill Global Advisors
California
$16M -$34.5M -681,308 -68%
Financial Engines Advisors
44
Financial Engines Advisors
California
$15.6M +$2.49M +49,194 +19%
BF
45
BOK Financial
Oklahoma
$15.3M +$316K +6,239 +2%
Corient Private Wealth
46
Corient Private Wealth
Florida
$15.2M +$2.37M +46,736 +18%
MA
47
Mutual Advisors
Nebraska
$15M -$15.6M -308,998 -51%
LPFG
48
Landing Point Financial Group
Ohio
$14.9M +$1.25M +24,619 +9%
EIA
49
Edgemoor Investment Advisors
Maryland
$14.8M +$2.9M +57,215 +24%
SQA
50
Simon Quick Advisors
New Jersey
$14.7M -$128K -2,536 -0.9%

ICSH Hedge Fund Activity: Q3 2025 in Review

470 of the 7,619 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.