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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 %
HWA
401
HHM Wealth Advisors
Tennessee
$51.4K – – –
GSWM
402
Golden State Wealth Management
California
$51.1K +$51.1K +1,008 New
SWA
403
SOA Wealth Advisors
New York
$44.5K – – –
HC
404
Hoese & Co
Minnesota
$43.1K – – –
CAL
405
Capital Analysts LLC
Pennsylvania
$43K – – –
RF
406
Rossby Financial
Florida
$41K -$221K -4,361 -84%
SS
407
Sunbelt Securities
Texas
$38.5K – – –
CPG
408
Cornerstone Planning Group
New Jersey
$31K +$354 +7 +1%
TCM
409
TD Capital Management
Tennessee
$30.9K +$203 +4 +0.7%
FRA
410
Front Row Advisors
California
$27.9K – – –
NS
411
NBC Securities
Alabama
$27K +$27K +550 New
RI
412
Ridgewood Investments
New Jersey
$26.5K -$51 -1 -0.2%
AWM
413
AE Wealth Management
Kansas
$26.3K +$2.79K +55 +12%
CAM
414
Costello Asset Management
Pennsylvania
$25.8K +$25.8K +509 New
CBT
415
Crews Bank & Trust
Florida
$20.5K – – –
PB
416
Pinnacle Bancorp
Nebraska
$20.1K – – –
BIA
417
Bell Investment Advisors
California
$16.4K -$219K -4,311 -93%
LFA
418
LGT Financial Advisors
Texas
$15.6K +$102 +2 +0.7%
CTC
419
Central Trust Company
Missouri
$15K +$15K +296 New
MAFA
420
MJT & Associates Financial Advisory
Minnesota
$13.1K +$13.1K +259 New
AW
421
Avion Wealth
Texas
$13K – – –
MHR
422
Matthew Hamilton Rosenberg
$12.7K – – –
OSAM
423
O'Shaughnessy Asset Management
Connecticut
$11.6K +$11.6K +229 New
CT
424
Clearstead Trust
Maine
$10K – – –
CA
425
CoreCap Advisors
Michigan
$9.58K -$22.3K -440 -70%
15 16
17
18 19