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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
SRC
101
Shufro Rose & Co
New York
$5.33M -$291K -5,748 -5%
BWA
102
Burt Wealth Advisors
Maryland
$5.09M +$4.15M +81,888 +446%
SAM
103
SP Asset Management
California
$5.08M +$41.8K +825 +0.8%
AWMS
104
Advocacy Wealth Management Services
Georgia
$4.94M -$642K -12,671 -12%
AWM
105
Ariadne Wealth Management
California
$4.86M -$1.34M -26,461 -22%
HighTower Advisors
106
HighTower Advisors
Illinois
$4.86M +$311K +6,150 +7%
BPA
107
Beacon Pointe Advisors
California
$4.85M +$4.22M +83,373 +689%
FGAM
108
Financial Gravity Asset Management
Texas
$4.76M +$4.75M +93,805 New
WA
109
Wealth Architects
California
$4.72M +$174K +3,432 +4%
WCM
110
WealthBridge Capital Management
Ohio
$4.68M +$283K +5,585 +6%
RFG
111
RFP Financial Group
Georgia
$4.62M +$349K +6,883 +8%
SF
112
Summit Financial
New Jersey
$4.62M +$4.61M +90,954 New
APIM
113
Agate Pass Investment Management
Washington
$4.57M -$1.51M -29,740 -25%
BWS
114
BCR Wealth Strategies
Alabama
$4.52M +$806K +15,913 +22%
MKW
115
Mullaney, Keating & Wright
Connecticut
$4.41M +$210K +4,140 +5%
BFPW
116
BOK Financial Private Wealth
Colorado
$4.41M +$43.9K +866 +1%
CA
117
Capital Advantage
California
$4.35M -$138K -2,722 -3%
WWM
118
WT Wealth Management
Arizona
$4.27M -$265K -5,239 -6%
PIA
119
Panoramic Investment Advisors
Colorado
$4.22M +$209K +4,128 +5%
FAM
120
Forte Asset Management
New York
$4.15M -$1M -19,840 -20%
SB
121
Semitam Bonam
New York
$4.14M -$128K -2,527 -3%
TWP
122
Tempus Wealth Planning
California
$4.11M +$16.9K +334 +0.4%
SPC
123
Sigma Planning Corp
Michigan
$4.1M +$939K +18,533 +30%
RIA
124
Realta Investment Advisors
Delaware
$4.04M +$977K +19,301 +32%
MAFA
125
MJT & Associates Financial Advisory
Minnesota
$3.98M +$3.94M +77,902 +12,708%

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.