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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 %
OPS
276
Orion Portfolio Solutions
Nebraska
$545K +$245K +4,824 +81%
CAC
277
Certified Advisory Corp
Florida
$538K -$84.8K -1,673 -14%
MPCA
278
Madison Park Capital Advisors
Washington
$517K +$517K +10,191 New
EH
279
Equitable Holdings
New York
$512K +$110K +2,165 +27%
Franklin Resources
280
Franklin Resources
California
$507K -$37.8K -745 -7%
MTC
281
Matrix Trust Company
Colorado
$496K -$466K -9,180 -48%
PA
282
Probity Advisors
Texas
$494K – – –
RW
283
REDW Wealth
New Mexico
$493K -$56K -1,104 -10%
PJSIMP
284
P.J. Schmidt Investment Management (PJS)
Wisconsin
$482K -$27.9K -550 -5%
PHIC
285
Pine Haven Investment Counsel
Massachusetts
$478K -$111K -2,195 -19%
NFG
286
Nations Financial Group
Iowa
$477K +$862 +17 +0.2%
AC
287
Applied Capital
Arkansas
$471K +$471K +9,293 New
SFS
288
Searcy Financial Services
Kansas
$469K -$24.1K -476 -5%
LIM
289
Leavell Investment Management
Alabama
$465K -$3.8K -75 -0.8%
QPWM
290
Quadrant Private Wealth Management
Pennsylvania
$458K -$2.54K -50 -0.6%
Susquehanna International Group
291
Susquehanna International Group
Pennsylvania
$458K +$458K +9,028 New
SWM
292
Seed Wealth Management
Illinois
$456K -$1.01M -20,000 -69%
CCA
293
Clearwater Capital Advisors
Illinois
$456K -$33.1K -653 -7%
CWM
294
Copia Wealth Management
Oregon
$453K – – –
NF
295
Nvest Financial
New Hampshire
$451K – – –
EE
296
EWG Elevate
California
$444K +$53.6K +1,058 +14%
LEFP
297
Leading Edge Financial Planning
Tennessee
$441K -$12.5K -246 -3%
AWM
298
Alterna Wealth Management
Texas
$439K – – –
CMP
299
Courage Miller Partners
Virginia
$438K -$332K -6,555 -43%
FA
300
Fortis Advisors
Pennsylvania
$432K +$3.25K +64 +0.8%
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