Who Owns iShares Ultra Short Duration Bond Active ETF (ICSH)?Hedge Fund & Institutional Holders
Institutional Holders
50
as of Q4 2025
Total Institutional Value
$InfinityT
% of Float Held
—
QoQ Change in Holders
+13 / -4
Price History
ICSH — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| DONALDSON CAPITAL MANAGEMENT, LLC | New Position | +2.2M | +$108.8B |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | Increased | +1.8M | +$93.0B |
| Winthrop Advisory Group LLC | New Position | +1.2M | +$59.6B |
| Valtinson Bruner Financial Planning LLC | New Position | +731K | +$37.0B |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | New Position | +565K | +$28.6B |
| Resonant Capital Advisors, LLC | New Position | +456K | +$23.1B |
| MAINSAIL ASSET MANAGEMENT, LLC | New Position | +409K | +$20.7B |
| COMMONWEALTH EQUITY SERVICES, LLC | New Position | +356K | +$18.0B |
| J.W. COLE ADVISORS, INC. | New Position | +354K | +$14.5B |
| Galvin, Gaustad & Stein, LLC | New Position | +254K | +$12.8B |
| Mutual Advisors, LLC | New Position | +251K | +$12.7B |
| UBS Group AG | Increased | +251K | +$12.1B |
| Cannon Financial Strategists, Inc. | New Position | +213K | +$10.8B |
| Bay Capital Advisors, LLC | New Position | +208K | +$10.5B |
| GOLDMAN SACHS GROUP INC | New Position | +217K | +$10.0B |
ICSH — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| MML INVESTORS SERVICES, LLC | Decreased | -108K | -$27.0B |
| CITADEL ADVISORS LLC | Closed Position | -365K | -$18.5B |
| ROYAL BANK OF CANADA | Decreased | -131K | -$10.2B |
| Bison Wealth, LLC | Closed Position | -199K | -$10.1B |
| RAYMOND JAMES FINANCIAL INC | Decreased | -146K | -$9.2B |
| Allworth Financial LP | Decreased | -7K | -$7.5B |
| AlphaCore Capital LLC | Decreased | -121K | -$6.7B |
| CAPTRUST FINANCIAL ADVISORS | Decreased | -1K | -$5.7B |
| First International Bank & Trust | Closed Position | -111K | -$5.7B |
| Bulltick Wealth Management, LLC | Decreased | -95K | -$4.8B |
| RFP Financial Group LLC | Closed Position | -92K | -$4.6B |
| General Partner, Inc. | Decreased | -87K | -$4.4B |
| EXCHANGE TRADED CONCEPTS, LLC | Decreased | -75K | -$3.9B |
| Waverly Advisors, LLC | Decreased | -3K | -$3.9B |
| OFC FINANCIAL PLANNING, LLC | Decreased | -7K | -$3.5B |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FOSTER DYKEMA CABOT & PARTNERS, LLC | 4,025,851 | $203.6B | 12.51% | Share |
| 2 | UBS Group AG | 4,019,992 | $203.3B | 32.97% | Share |
| 3 | FMR LLC | 3,560,522 | $180.0B | 9.18% | Share |
| 4 | Focus Partners Wealth | 2,198,208 | $111.0B | 126.51% | Share |
| 5 | BANK OF AMERICA CORP /DE/ | 2,197,447 | $111.0B | 8.07% | Share |
| 6 | DONALDSON CAPITAL MANAGEMENT, LLC | 2,150,661 | $108.8B | 3.46% | Share |
| 7 | Temasek Holdings (Private) Ltd | 1,973,943 | $99.0B | 313.55% | Share |
| 8 | BANK OF AMERICA CORP /DE/ | 1,553,845 | $78.0B | 5.67% | Share |
| 9 | Winthrop Advisory Group LLC | 1,177,437 | $59.6B | 5.05% | Share |
| 10 | Foster Group, Inc. | 1,049,330 | $53.1B | 1.60% | Share |
| 11 | Iron Gate Global Advisors LLC | 1,014,919 | $51.3B | 5.26% | Share |
| 12 | Prosperity Consulting Group, LLC | 795,433 | $40.2B | 1.81% | Share |
| 13 | Valtinson Bruner Financial Planning LLC | 731,069 | $37.0B | 10.64% | Share |
| 14 | EXCHANGE TRADED CONCEPTS, LLC | 707,334 | $35.8B | 272.18% | Share |
| 15 | RAYMOND JAMES FINANCIAL INC | 711,718 | $35.0B | 10.89% | Share |
| 16 | ROYAL BANK OF CANADA | 578,920 | $29.0B | 4.72% | Share |
| 17 | ROYAL BANK OF CANADA | 586,205 | $29.0B | 4.72% | Share |
| 18 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 565,427 | $28.6B | 1.47% | Share |
| 19 | Resonant Capital Advisors, LLC | 455,775 | $23.1B | 1.27% | Share |
| 20 | STIFEL FINANCIAL CORP | 436,813 | $22.0B | 19.79% | Share |
| 21 | MAINSAIL ASSET MANAGEMENT, LLC | 408,645 | $20.7B | 8.85% | Share |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | 355,896 | $18.0B | 24.00% | Share |
| 23 | RAYMOND JAMES FINANCIAL INC | 361,707 | $18.0B | 5.60% | Share |
| 24 | Avestar Capital, LLC | 345,751 | $17.0B | 1.10% | Share |
| 25 | BOKF, NA | 322,036 | $16.3B | 249.28% | Share |
| 26 | OSAIC HOLDINGS, INC. | 331,986 | $16.0B | 23.38% | Share |
| 27 | Private Advisor Group, LLC | 335,389 | $16.0B | 75.27% | Share |
| 28 | Sand Hill Global Advisors, LLC | 332,746 | $16.0B | 0.56% | Share |
| 29 | CARY STREET PARTNERS FINANCIAL LLC | 313,579 | $15.9B | 0.39% | Share |
| 30 | Landing Point Financial Group, LLC | 299,685 | $15.2B | 7.56% | Share |
| 31 | Parallel Advisors, LLC | 311,906 | $15.0B | 274.42% | Share |
| 32 | BANK OF AMERICA CORP /DE/ | 298,254 | $15.0B | 1.09% | Share |
| 33 | Congress Park Capital LLC | 288,640 | $14.6B | 4.36% | Share |
| 34 | J.W. COLE ADVISORS, INC. | 354,460 | $14.5B | 0.35% | Share |
| 35 | CARY STREET PARTNERS FINANCIAL LLC | 282,775 | $14.3B | 0.35% | Share |
| 36 | Edgemoor Investment Advisors, Inc. | 283,353 | $14.0B | 1.09% | Share |
| 37 | Exeter Financial, LLC | 259,538 | $13.1B | 5.58% | Share |
| 38 | Galvin, Gaustad & Stein, LLC | 254,067 | $12.8B | 1.00% | Share |
| 39 | Mutual Advisors, LLC | 250,807 | $12.7B | 0.27% | Share |
| 40 | CreativeOne Wealth, LLC | 218,088 | $11.0B | 0.27% | Share |
| 41 | Atria Investments, Inc | 231,732 | $11.0B | 125.03% | Share |
| 42 | Cannon Financial Strategists, Inc. | 213,006 | $10.8B | 1.50% | Share |
| 43 | GUIDANCE CAPITAL, INC | 208,358 | $10.6B | 2.58% | Share |
| 44 | Bay Capital Advisors, LLC | 207,569 | $10.5B | 6.41% | Share |
| 45 | Snider Financial Group | 204,604 | $10.3B | 2.76% | Share |
| 46 | JPMORGAN CHASE & CO | 198,831 | $10.0B | 0.63% | Share |
| 47 | GOLDMAN SACHS GROUP INC | 209,686 | $10.0B | 1.23% | Share |
| 48 | OSAIC HOLDINGS, INC. | 198,100 | $10.0B | 14.61% | Share |
| 49 | Legacy Wealth Managment, LLC/ID | 189,695 | $9.6B | 4.59% | Share |
| 50 | MY Wealth Management Inc. | 184,351 | $9.3B | 8.13% | Share |
ICSH Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 479 | $2.4T | +228 |
| Q3 2025 | 251 | $1.7T | -162 |
| Q2 2025 | 413 | $2.7T | -20 |
| Q1 2025 | 433 | $2.6T | +66 |
| Q4 2024 | 367 | $64.3T | +108 |
| Q3 2024 | 259 | $212.0T | +4 |
| Q2 2024 | 255 | $118.1T | +2 |
| Q1 2024 | 253 | $82.7T | — |
Similar Stocks by Institutional Ownership
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 $203.6B in shares. This quarter, 13 institutions opened new positions and 4 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 $203.6B in shares.
Is institutional ownership of ICSH increasing or decreasing?
This quarter, 13 institutions opened new positions in ICSH and 4 closed their positions.