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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 %
William Blair & Company
301
William Blair & Company
Illinois
$423K +$51 +1 +0%
MCM
302
MAI Capital Management
Ohio
$418K -$36K -711 -8%
SC
303
Scotia Capital
Ontario, Canada
$416K -$940K -18,543 -69%
WANY
304
Wealthspire Advisors (New York)
New York
$414K -$221K -4,356 -35%
SB
305
Strategic Blueprint
Georgia
$405K -$40.7K -803 -9%
WAM
306
WNY Asset Management
New York
$402K – – –
Kovitz Investment Group Partners
307
Kovitz Investment Group Partners
Illinois
$395K – – –
BAAM
308
Baker Avenue Asset Management
California
$391K -$62.2K -1,226 -14%
SWM
309
Spire Wealth Management
Virginia
$389K +$963 +19 +0.2%
NAS
310
NWF Advisory Services
California
$387K -$21.4K -422 -5%
Ameriprise
311
Ameriprise
Minnesota
$385K +$31.2K +615 +9%
AIMC
312
Alley Investment Management Company
Illinois
$385K – – –
EAM
313
Everstar Asset Management
North Carolina
$384K -$76.1K -1,500 -17%
DAS
314
Dynamic Advisor Solutions
Arizona
$376K +$376K +7,420 New
NAS
315
Nicolet Advisory Services
Wisconsin
$373K +$80.4K +1,592 +27%
SAM
316
Smartleaf Asset Management
Massachusetts
$370K +$370K +7,302 New
CCM
317
Condor Capital Management
New Jersey
$366K +$2.64K +52 +0.7%
VCM
318
Violich Capital Management
California
$358K – – –
WLIM
319
White Lighthouse Investment Management
Massachusetts
$355K – – –
COCM
320
Charter Oak Capital Management
New Hampshire
$347K – – –
FTS
321
Fifth Third Securities
Ohio
$344K – – –
AA
322
Argent Advisors
Louisiana
$344K +$32K +632 +10%
CIP
323
Capital Insight Partners
Arizona
$343K +$343K +6,775 New
CPRC
324
Consolidated Portfolio Review Corp
New York
$342K +$659 +13 +0.2%
KA
325
Klingman & Associates
New York
$341K +$341K +6,723 New
11 12
13
14 15