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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 %
PCFFS
251
Pacific Center for Financial Services
California
$641K -$1.62K -32 -0.3%
PWA
252
Physician Wealth Advisors
Utah
$636K +$586K +11,553 +1,155%
RCG
253
Regatta Capital Group
California
$631K +$51.8K +1,021 +9%
MCA
254
Maryland Capital Advisors
Maryland
$619K – – –
BPA
255
Beacon Pointe Advisors
California
$614K – – –
CFO
256
CVA Family Office
Colorado
$609K +$70.2K +1,384 +13%
CNBT
257
Canandaigua National Bank & Trust
New York
$604K -$167K -3,288 -22%
SFG
258
SevenBridge Financial Group
Pennsylvania
$603K – – –
SEP
259
Southland Equity Partners
Missouri
$598K -$53.2K -1,049 -8%
NCM
260
New Capital Management
Texas
$595K +$13.4K +264 +2%
PAS
261
Park Avenue Securities
New York
$586K -$332K -6,542 -36%
CFA
262
Capstone Financial Advisors
Illinois
$583K +$4.26K +84 +0.7%
MHS
263
M Holdings Securities
Oregon
$583K +$152 +3 +0%
CFC
264
Coyle Financial Counsel
Illinois
$580K +$760 +15 +0.1%
PA
265
Prossimo Advisors
California
$574K – – –
TFG
266
Tilson Financial Group
New Jersey
$573K +$2.03K +40 +0.4%
VP
267
Verum Partners
North Carolina
$569K -$28.8K -569 -5%
MSWMA
268
Market Street Wealth Management Advisors
Indiana
$569K +$12.7K +250 +2%
CFS
269
CGC Financial Services
Oregon
$568K -$90.4K -1,783 -14%
Pathstone Holdings
270
Pathstone Holdings
New Jersey
$558K +$300K +5,921 +116%
MWM
271
Mascoma Wealth Management
New Hampshire
$555K +$11.9K +235 +2%
FCBT
272
First Citizens Bank & Trust
North Carolina
$551K +$551K +10,874 New
HI
273
Harbour Investments
Wisconsin
$551K +$167K +3,289 +43%
IPA
274
Investment Planning Advisors
Georgia
$548K +$21K +415 +4%
BCI
275
Brinker Capital Investments
Pennsylvania
$545K +$245K +4,824 +81%
9 10
11
12 13