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
BWA
501
Boulder Wealth Advisors
Colorado
-$2.07M -40,709 Closed
PCA
502
Prosperity Capital Advisors
Ohio
-$1.42M -28,048 Closed
PAS
503
Park Avenue Securities
New York
-$833K -16,417 Closed
IWC
504
Integrated Wealth Concepts
Massachusetts
-$744K -14,667 Closed
4WM
505
49 Wealth Management
Texas
-$531K -10,460 Closed
AWA
506
Arkadios Wealth Advisors
Georgia
-$518K -10,208 Closed
RWIA
507
Roger Wittlin Investment Advisory
California
-$486K -9,572 Closed
PA
508
PFG Advisors
Arizona
-$394K -7,760 Closed
SB
509
Strategic Blueprint
Georgia
-$374K -7,361 Closed
PAS
510
Professional Advisory Services
Florida
-$348K -6,865 Closed
CPRC
511
Consolidated Portfolio Review Corp
New York
-$342K -6,740 Closed
SCA
512
Snowden Capital Advisors
New York
-$334K -6,574 Closed
CIP
513
Capital Insight Partners
Arizona
-$287K -5,665 Closed
AFP
514
Alpha Financial Partners
Kentucky
-$266K -5,240 Closed
PFG
515
Premier Financial Group
California
-$254K -5,000 Closed
NL
516
NWAM LLC
Washington
-$218K -4,306 Closed
MGIA
517
Moneta Group Investment Advisors
Missouri
-$216K -4,260 Closed
EBA
518
Eagle Bay Advisors
New York
-$212K -4,182 Closed
RCAG
519
Rehmann Capital Advisory Group
Michigan
-$205K -4,048 Closed
KDA
520
Kraft Davis & Associates
Missouri
-$203K -4,016 Closed
KFGK
521
Keystone Financial Group (Kentucky)
Kentucky
-$168K -3,311 Closed
WANY
522
Wealthspire Advisors (New York)
New York
-$120K -2,369 Closed
MG
523
Mather Group
Illinois
-$62.2K -1,225 Closed
CAM
524
Costello Asset Management
Pennsylvania
-$26.4K -521 Closed
CFG
525
Clayton Financial Group
Missouri
-$24.7K -487 Closed