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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
PAG
51
Private Advisor Group
New Jersey
$14.6M +$1.3M +25,670 +10%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$14.1M +$4.52M +89,169 +47%
MIM
53
Morningstar Investment Management
Illinois
$14M +$14M +276,624 New
CPC
54
Congress Park Capital
New York
$12.3M +$791K +15,628 +7%
Cerity Partners
55
Cerity Partners
New York
$11.9M -$22.8K -451 -0.2%
AI
56
Atria Investments
North Carolina
$11.5M +$548K +10,828 +5%
PA
57
Parallel Advisors
California
$11.5M +$21.7K +428 +0.2%
JP Morgan Chase
58
JP Morgan Chase
New York
$11.2M +$6.43M +126,945 +135%
GRP
59
Global Retirement Partners
California
$11M +$617K +12,175 +6%
EF
60
Exeter Financial
Arizona
$10.9M +$1.68M +33,099 +18%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$10.9M -$29.3K -579 -0.3%
GGS
62
Galvin Gaustad & Stein
Arizona
$10.6M +$3.86M +76,285 +58%
MOS
63
MGO One Seven
Ohio
$10.3M +$4.46M +87,982 +77%
BCA
64
Bay Capital Advisors
Virginia
$10.2M +$10.2M +201,130 New
AA
65
Armis Advisers
Georgia
$10.1M +$1.75M +34,594 +21%
RCA
66
Resonant Capital Advisors
Wisconsin
$9.97M +$599K +11,821 +6%
GMA
67
Glassy Mountain Advisors
Maryland
$9.92M -$804K -15,873 -8%
HCM
68
Hengehold Capital Management
Ohio
$9.62M -$271K -5,346 -3%
MWM
69
MY Wealth Management
Maryland
$9.41M +$108K +2,133 +1%
GC
70
Guidance Capital
Kentucky
$9.3M +$295K +5,835 +3%
SWG
71
Summit Wealth Group
Vermont
$9M +$2.52M +49,804 +39%
SC
72
Savant Capital
Illinois
$8.89M -$432K -8,525 -5%
CFS
73
Cannon Financial Strategists
Georgia
$8.82M +$6.98M +137,890 +384%
GPI
74
General Partner Inc
Pennsylvania
$8.77M +$786K +15,515 +10%
GS
75
GWN Securities
Florida
$8.32M -$1.56M -30,875 -16%

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.