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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 %
HF
451
HRT Financial
New York
– -$632K -12,541 Closed
AGA
452
Arkos Global Advisors
Texas
– -$591K -11,724 Closed
CCWA
453
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$510K -10,114 Closed
CL
454
Choreo LLC
Illinois
– -$463K -9,188 Closed
NIA
455
NIA Impact Advisors
California
– -$451K -8,935 Closed
AIA
456
Accelerate Investment Advisors
California
– -$405K -8,032 Closed
OL
457
Optas LLC
Texas
– -$368K -7,300 Closed
EWA
458
EP Wealth Advisors
California
– -$338K -6,702 Closed
AFO
459
Allie Family Office
Florida
– -$303K -6,000 Closed
TH
460
TCTC Holdings
Texas
– -$296K -5,874 Closed
ISWM
461
Independent Solutions Wealth Management
New York
– -$275K -5,459 Closed
CM
462
Cornerstone Management
Georgia
– -$272K -5,398 Closed
MPWT
463
MassMutual Private Wealth & Trust
Connecticut
– -$252K -5,000 Closed
LI
464
LMCG Investments
Massachusetts
– -$252K -5,000 Closed
HIMC
465
Heritage Investors Management Corp
Maryland
– -$237K -4,699 Closed
UAG
466
United Advisor Group
Ohio
– -$222K -4,407 Closed
BF
467
Blankinship & Foster
California
– -$218K -4,319 Closed
DWM
468
Dopkins Wealth Management
New York
– -$217K -4,305 Closed
FPAS
469
Focus Partners Advisor Solutions
Missouri
– -$217K -4,305 Closed
SCA
470
Snowden Capital Advisors
New York
– -$205K -4,056 Closed
KFGK
471
Keystone Financial Group (Kentucky)
Kentucky
– -$202K -4,006 Closed
MTIC
472
Missouri Trust & Investment Company
Missouri
– -$151K -2,990 Closed
CFGS
473
Concourse Financial Group Securities
Alabama
– -$96.9K -1,915 Closed
WPWM
474
Western Pacific Wealth Management
Illinois
– -$50.4K -1,000 Closed
CP
475
Castleview Partners
Texas
– -$38.5K -763 Closed
16 17 18
19
20