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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

437 hedge funds and large institutions have $3.16B invested in iShares Ultra Short Duration Bond Active ETF in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 178 increasing their positions, 154 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
-21
Holders Change %
-4.59%
% of All Funds
5.94%
Holding in Top 10
29
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.41%
% of All Funds
0.39%
New
37
Increased
178
Reduced
154
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ETC
Exchange Traded Concepts
Oklahoma
+$77.7M
2
WAG
Winthrop Advisory Group
Massachusetts
+$57.5M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$33.5M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$27.6M
5
ASN
Advisory Services Network
Georgia
+$23.8M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$35.3M
2
Raymond James Financial
Raymond James Financial
Florida
-$32.3M
3
Corient Private Wealth
Corient Private Wealth
Florida
-$27.9M
4
Cerity Partners
Cerity Partners
New York
-$20.5M
5
AIA
Acute Investment Advisory
Arizona
-$15.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
226
Farther Finance Advisors
California
$822K -$171K -3,394 -17%
WMG
227
WESCAP Management Group
California
$815K -$2.03K -40 -0.2%
AC
228
AlphaCore Capital
California
$810K +$810K +15,980 New
Rockefeller Capital Management
229
Rockefeller Capital Management
New York
$806K -$6.19K -122 -0.8%
CFG
230
Clayton Financial Group
Missouri
$772K -$72.7K -1,434 -9%
RRA
231
Round Rock Advisors
Connecticut
$763K +$174K +3,437 +30%
IWC
232
Integrated Wealth Concepts
Massachusetts
$755K +$8.67K +171 +1%
CA
233
Clune & Associates
Illinois
$754K +$4.56K +90 +0.6%
NW
234
NewEdge Wealth
Pennsylvania
$752K -$89.5K -1,765 -11%
BOM
235
Bank of Marin
California
$749K +$178K +3,512 +31%
HCP
236
Hexagon Capital Partners
Arkansas
$734K -$4.36K -86 -0.6%
TFGT
237
TS Financial Group (TSFG)
Illinois
$732K -$44.3K -874 -6%
FIA
238
Foundations Investment Advisors
Arizona
$727K +$177K +3,492 +32%
LPFG
239
Landing Point Financial Group
Ohio
$727K +$472K +9,316 +186%
TRCT
240
Tower Research Capital (TRC)
New York
$723K +$723K +14,267 New
MIS
241
Morningstar Investment Services
Illinois
$713K -$87.4K -1,724 -11%
AWM
242
Aprio Wealth Management
Georgia
$712K -$80.5K -1,587 -10%
RWI
243
Red Wave Investments
Pennsylvania
$701K – – –
SCA
244
Sandy Cove Advisors
Massachusetts
$697K +$93.5K +1,845 +16%
AFP
245
Alpha Financial Partners
Kentucky
$684K -$222K -4,379 -25%
OWA
246
Octavia Wealth Advisors
Ohio
$683K – – –
RWIA
247
Roger Wittlin Investment Advisory
California
$671K -$50.2K -991 -7%
AWM
248
Avaii Wealth Management
Wisconsin
$663K -$4.3M -84,893 -87%
EWA
249
Elevate Wealth Advisory
Georgia
$660K -$39.8K -785 -6%
GWM
250
GSB Wealth Management
Connecticut
$647K +$647K +12,765 New
8 9
10
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