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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
SFG
76
Snider Financial Group
Washington
$8.15M +$50.6K +999 +0.6%
FHA
77
Flagship Harbor Advisors
Massachusetts
$8.07M +$1.05M +20,745 +15%
AO
78
Advisor OS
Illinois
$8.04M +$696K +13,750 +10%
MFG
79
Merit Financial Group
Georgia
$7.8M -$284K -5,617 -4%
PFPT
80
Pinnacle Financial Partners (Tennessee)
Tennessee
$7.67M -$684K -13,503 -8%
AF
81
Allworth Financial
California
$7.53M +$97.9K +1,934 +1%
FF
82
Farrow Financial
Vermont
$7.3M +$347K +6,846 +5%
AWM
83
Able Wealth Management
New Jersey
$7.28M +$5.31M +104,801 +271%
CW
84
CreativeOne Wealth
Kansas
$6.96M -$1.59M -31,338 -19%
RWS
85
Rochester Wealth Strategies
Michigan
$6.82M +$1.01M +19,981 +17%
BWM
86
Bulltick Wealth Management
Florida
$6.77M +$4.86K +96 +0.1%
HTC
87
Haverford Trust Company
Pennsylvania
$6.72M -$66.2K -1,307 -1%
AC
88
AlphaCore Capital
California
$6.72M +$5.99M +118,198 +832%
LWM
89
LongView Wealth Management
Georgia
$6.3M +$252K +4,979 +4%
CIA
90
Concurrent Investment Advisors
Florida
$6.2M +$3.99M +78,699 +181%
FFS
91
Founders Financial Securities
Maryland
$6M -$193K -3,815 -3%
SFS
92
Sowell Financial Services
Arkansas
$5.96M +$38.6K +762 +0.7%
FCIM
93
Fairview Capital Investment Management
California
$5.93M
PSA
94
Plum Street Advisors
Louisiana
$5.93M +$2.1M +41,441 +55%
CPWA
95
Cerro Pacific Wealth Advisors
California
$5.79M +$480K +9,471 +9%
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$5.74M +$2.23K +44 +0%
FIBT
97
First International Bank & Trust
North Dakota
$5.65M
CPIG
98
Chicago Partners Investment Group
Illinois
$5.37M -$458K -9,052 -8%
DAS
99
Dynamic Advisor Solutions
Arizona
$5.35M +$319K +6,307 +6%
LWMI
100
Legacy Wealth Management (Idaho)
Idaho
$5.34M +$318K +6,276 +6%

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.