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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 %
FFS
101
Founders Financial Securities
Maryland
$4.29M +$4.29M +84,596 New
WCM
102
WealthBridge Capital Management
Ohio
$4.22M +$17.4K +344 +0.4%
VCM
103
Virtue Capital Management
Tennessee
$4.19M +$528K +10,412 +14%
SW
104
SVB Wealth
Massachusetts
$4.18M -$273K -5,391 -6%
RF
105
RHS Financial
California
$4.12M -$558K -11,001 -12%
RSWM
106
Robertson Stephens Wealth Management
California
$4.12M -$2.1M -41,465 -34%
HighTower Advisors
107
HighTower Advisors
Illinois
$4.11M -$334K -6,581 -8%
RFG
108
RFP Financial Group
Georgia
$4.09M -$561K -11,062 -12%
CPWA
109
Cerro Pacific Wealth Advisors
California
$4.06M +$253K +5,016 +7%
AAS
110
Ameritas Advisory Services
Nebraska
$4.03M +$535K +10,550 +15%
GGS
111
Galvin Gaustad & Stein
Arizona
$4.03M -$102K -2,003 -2%
FGAM
112
Financial Gravity Asset Management
Texas
$4.03M +$4.03M +79,397 New
TWP
113
Tempus Wealth Planning
California
$4.02M +$251K +4,959 +7%
KWM
114
Kingsview Wealth Management
Oregon
$4.01M +$86.8K +1,712 +2%
GS
115
GWN Securities
Florida
$4M +$2.16M +42,595 +117%
AIA
116
Acute Investment Advisory
Arizona
$4M -$15.6M -308,039 -80%
SPIA
117
Steward Partners Investment Advisory
New York
$3.96M -$44.5K -878 -1%
WA
118
Waverly Advisors
Alabama
$3.89M -$130K -2,555 -3%
Financial Engines Advisors
119
Financial Engines Advisors
California
$3.73M +$50.8K +1,001 +1%
PGAM
120
Princeton Global Asset Management
New Jersey
$3.7M -$98.4K -1,940 -3%
BWS
121
BCR Wealth Strategies
Alabama
$3.62M +$1.31M +25,829 +57%
PSA
122
Plum Street Advisors
Louisiana
$3.59M +$478K +9,430 +15%
WGC
123
Watts Gwilliam & Co
Arizona
$3.53M +$311K +6,134 +10%
HCM
124
Howland Capital Management
Massachusetts
$3.48M -$204K -4,018 -6%
WWM
125
WT Wealth Management
Arizona
$3.45M +$1.71M +33,708 +98%
3 4
5
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