Who Owns iShares Ultra Short Duration Bond Active ETF (ICSH)?Hedge Fund & Institutional Holders

$50.55+0.01 (+0.02%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.0362720333118e+249T

% of Float Held

—

QoQ Change in Holders

+14 / -2

Price History

$50.33$50.44$50.55$50.65$50.76Sep 24Jun 25Mar 26

ICSH — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+2.9M+$146.4M
DONALDSON CAPITAL MANAGEMENT, LLCNew Position+2.2M+$108.8M
Winthrop Advisory Group LLCNew Position+1.2M+$59.6M
Valtinson Bruner Financial Planning LLCNew Position+731K+$37.0M
Capital Advantage, Inc.New Position+718K+$36.3M
ENVESTNET ASSET MANAGEMENT INCNew Position+711K+$35.0M
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLCNew Position+565K+$28.6M
TD Capital Management LLCIncreased+519+$26.2M
Resonant Capital Advisors, LLCNew Position+456K+$23.1M
Steele Capital Management, Inc.New Position+441K+$22.3M
Elwood & Goetz Wealth Advisory Group, LLCNew Position+440K+$22.2M
CWM, LLCNew Position+439K+$22.2M
SIGNATUREFD, LLCNew Position+421K+$21.3M
Cynosure Group, LLCNew Position+416K+$21.1M
MAINSAIL ASSET MANAGEMENT, LLCNew Position+409K+$20.7M

ICSH — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
FMR LLCDecreased-972K-$229.8B
BANK OF AMERICA CORP /DE/Decreased-483K-$229.8B
ROYAL BANK OF CANADADecreased-131K-$91.2B
RAYMOND JAMES FINANCIAL INCDecreased-146K-$63.1B
Diversified Portfolios, Inc.Decreased-57K-$57.5B
EXCHANGE TRADED CONCEPTS, LLCDecreased-75K-$39.7B
MML INVESTORS SERVICES, LLCDecreased-108K-$27.0B
Global Strategic Investment Solutions, LLCDecreased-141K-$20.2B
CITADEL ADVISORS LLCClosed Position-365K-$18.5B
Avestar Capital, LLCDecreased-5K-$17.8B
Edgemoor Investment Advisors, Inc.Decreased-8K-$14.8B
JPMORGAN CHASE & CODecreased-20K-$11.2B
Bison Wealth, LLCClosed Position-199K-$10.1B
MY Wealth Management Inc.Decreased-982-$9.4B
General Partner, Inc.Decreased-87K-$8.8B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1FOSTER DYKEMA CABOT & PARTNERS, LLC4,025,851$203.6M12.51%Share
2UBS Group AG4,019,992$203.3M0.03%Share
3FMR LLC3,560,522$180.0M0.01%Share
4WEALTH ENHANCEMENT ADVISORY SERVICES, LLC2,892,552$146.4M0.20%Share
5LPL Financial LLC2,887,396$146.0M0.04%Share
6BlackRock, Inc.2,344,715$118.0M0.00%Share
7Focus Partners Wealth2,198,208$111.0M0.13%Share
8BANK OF AMERICA CORP /DE/2,197,447$111.0M0.01%Share
9DONALDSON CAPITAL MANAGEMENT, LLC2,150,661$108.8M3.46%Share
10Temasek Holdings (Private) Ltd1,973,943$99.0M0.31%Share
11BANK OF AMERICA CORP /DE/1,553,845$78.0M0.01%Share
12Winthrop Advisory Group LLC1,177,437$59.6M5.05%Share
13Diversified Portfolios, Inc.1,078,140$54.5M4.54%Share
14Foster Group, Inc.1,049,330$53.1M1.60%Share
15Acorns Advisers, LLC1,016,000$51.4M0.39%Share
16Iron Gate Global Advisors LLC1,014,919$51.3M5.26%Share
17Mariner, LLC931,077$47.0M0.06%Share
18Prosperity Consulting Group, LLC795,433$40.2M1.81%Share
19Valtinson Bruner Financial Planning LLC731,069$37.0M10.64%Share
20Capital Advantage, Inc.718,302$36.3M4.90%Share
21EXCHANGE TRADED CONCEPTS, LLC707,334$35.8M0.27%Share
22ENVESTNET ASSET MANAGEMENT INC711,243$35.0M0.01%Share
23RAYMOND JAMES FINANCIAL INC711,718$35.0M0.01%Share
24ROYAL BANK OF CANADA586,205$29.0M0.00%Share
25ROYAL BANK OF CANADA578,920$29.0M0.00%Share
26OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC565,427$28.6M1.47%Share
27TD Capital Management LLC539$27.2M0.00%Share
28Corient Private Wealth LLC521,473$26.4M0.04%Share
29Cetera Investment Advisers488,275$24.0M0.03%Share
30Resonant Capital Advisors, LLC455,775$23.1M1.27%Share
31Cambridge Investment Research Advisors, Inc.455,284$23.0M0.06%Share
32Steele Capital Management, Inc.440,652$22.3M0.96%Share
33Elwood & Goetz Wealth Advisory Group, LLC439,815$22.2M3.91%Share
34CWM, LLC439,455$22.2M0.06%Share
35STIFEL FINANCIAL CORP436,813$22.0M0.02%Share
36Advisory Services Network, LLC453,130$22.0M0.31%Share
37SIGNATUREFD, LLC420,843$21.3M0.33%Share
38Cynosure Group, LLC416,471$21.1M2.14%Share
39MML INVESTORS SERVICES, LLC425,454$21.0M0.05%Share
40MAINSAIL ASSET MANAGEMENT, LLC408,645$20.7M8.85%Share
41Roble, Belko & Company, Inc403,664$20.4M2.68%Share
42RAYMOND JAMES FINANCIAL INC361,707$18.0M0.01%Share
43COMMONWEALTH EQUITY SERVICES, LLC355,896$18.0M0.02%Share
44Avestar Capital, LLC345,751$17.0M1.10%Share
45BOKF, NA322,036$16.3M0.25%Share
46Private Advisor Group, LLC335,389$16.0M0.08%Share
47OSAIC HOLDINGS, INC.331,986$16.0M0.02%Share
48Sand Hill Global Advisors, LLC332,746$16.0M0.56%Share
49Financial Engines Advisors L.L.C.313,662$15.9M0.03%Share
50CARY STREET PARTNERS FINANCIAL LLC313,579$15.9M0.39%Share

ICSH Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025482$3.6B+230
Q3 2025252$2.3T-163
Q2 2025415$2.9T-18
Q1 2025433$3.0T+64
Q4 2024369$272.0T+108
Q3 2024261$1872.9T+4
Q2 2024257$1713.7T+4
Q1 2024253$1841.7T—

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As of Q4 2025, 50 institutional investors hold ICSH (iShares Ultra Short Duration Bond Active ETF). The largest holder is FOSTER DYKEMA CABOT & PARTNERS, LLC with $203.6M in shares. This quarter, 14 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own ICSH?

As of Q4 2025, 50 institutional investors report holding ICSH (iShares Ultra Short Duration Bond Active ETF) in their 13F filings.

Who is the largest institutional holder of ICSH?

The largest institutional holder of ICSH is FOSTER DYKEMA CABOT & PARTNERS, LLC with $203.6M in shares.

Is institutional ownership of ICSH increasing or decreasing?

This quarter, 14 institutions opened new positions in ICSH and 2 closed their positions.