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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 %
CFFP
426
Center for Financial Planning
Michigan
$9.53K – – –
HFS
427
Horizon Financial Services
North Carolina
$6.54K – – –
FFWM
428
Future Financial Wealth Management
Ohio
$6.08K – – –
BWM
429
Bernard Wealth Management
Michigan
$4.56K – – –
PW
430
Pandora Wealth
Illinois
$2.18K +$2.18K +43 New
MCM
431
MV Capital Management
Maryland
$1.93K -$63.2K -1,247 -97%
BAM
432
Bellevue Asset Management
Washington
$1.81K – – –
CTA
433
Colonial Trust Advisors
South Carolina
$1.32K – – –
SIM
434
Synergy Investment Management
Florida
$1.01K – – –
CWC
435
Carolinas Wealth Consulting
North Carolina
$582 -$13.3K -251 -96%
EWA
436
EverSource Wealth Advisors
Alabama
$101 – – –
MLA
437
MB, Levis & Associates
Pennsylvania
$89 – – –
EP
438
Essential Planning
New Hampshire
– -$5.04M -99,727 Closed
GA
439
Goldstein Advisors
Wisconsin
– -$4.87M -96,615 Closed
IAA
440
Independent Advisor Alliance
North Carolina
– -$4.79M -94,894 Closed
WAM
441
Warberg Asset Management
Illinois
– -$2.62M -51,864 Closed
SC
442
Syon Capital
California
– -$2.43M -48,220 Closed
FTUS
443
Flow Traders U.S.
New York
– -$2.35M -46,543 Closed
E3F
444
Eight 31 Financial
Texas
– -$1.82M -36,109 Closed
IFO
445
Intrepid Family Office
Florida
– -$1.64M -32,500 Closed
PMA
446
Prudent Man Advisors
Illinois
– -$1.5M -29,655 Closed
CAS
447
Coppell Advisory Solutions
Texas
– -$1.25M -24,765 Closed
KF
448
Krilogy Financial
Missouri
– -$1.06M -21,095 Closed
GS
449
GTS Securities
New York
– -$858K -17,023 Closed
EAM
450
Evanson Asset Management
California
– -$640K -12,685 Closed
16 17
18
19 20