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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 %
AWM
76
Ariadne Wealth Management
California
$6.55M -$6.02M -119,221 -48%
MFG
77
Merit Financial Group
Georgia
$6.54M -$1.05M -20,732 -14%
AO
78
Advisor OS
Illinois
$6.53M +$185K +3,647 +3%
PFM
79
Phillips Financial Management
Indiana
$6.44M +$1.04M +20,586 +19%
FIBT
80
First International Bank & Trust
North Dakota
$6.34M +$428K +8,448 +7%
KC
81
Kintayl Capital
New York
$6.2M – – –
SAM
82
SP Asset Management
California
$6.03M -$505K -9,964 -8%
LWM
83
LongView Wealth Management
Georgia
$6.03M +$73.2K +1,443 +1%
FHA
84
Flagship Harbor Advisors
Massachusetts
$5.98M +$1.59M +31,292 +36%
FCIM
85
Fairview Capital Investment Management
California
$5.92M -$15.2K -300 -0.3%
FM
86
Family Management
New York
$5.81M -$2.3M -45,432 -28%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$5.74M -$783K -15,440 -12%
SWG
88
Summit Wealth Group
Vermont
$5.69M +$51.3K +1,011 +0.9%
SRC
89
Shufro Rose & Co
New York
$5.65M +$41.7K +822 +0.7%
CA
90
Capital Advantage
California
$5.53M – – –
CPIG
91
Chicago Partners Investment Group
Illinois
$5.52M -$71.9K -1,422 -1%
AA
92
Armis Advisers
Georgia
$5.41M +$5.2M +102,665 +2,480%
SF
93
Synovus Financial
Georgia
$5.24M +$912K +17,991 +21%
AWMS
94
Advocacy Wealth Management Services
Georgia
$5.17M +$536K +10,570 +12%
GPI
95
General Partner Inc
Pennsylvania
$5.07M +$2.23M +44,060 +79%
SFS
96
Sowell Financial Services
Arkansas
$4.93M -$281K -5,552 -5%
PCIA
97
Prime Capital Investment Advisors
Kansas
$4.55M +$616K +12,158 +16%
BFPW
98
BOK Financial Private Wealth
Colorado
$4.45M -$646K -12,746 -13%
OFP
99
OFC Financial Planning
New Jersey
$4.41M -$590K -11,646 -12%
FAM
100
Forte Asset Management
New York
$4.29M +$1.26M +24,935 +42%
2 3
4
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