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iShares Ultra Short Duration Bond Active ETF
ICSH

Overview Fund Activity

439 hedge funds and large institutions have $3.2B invested in iShares Ultra Short Duration Bond Active ETF in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 168 increasing their positions, 167 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
439
Holders Change
+2
Holders Change %
+0.46%
% of All Funds
5.89%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.43%
New
44
Increased
168
Reduced
167
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$286M
2
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$81.9M
3
SHGA
Sand Hill Global Advisors
California
$50.5M
4
Bank of America
Bank of America
North Carolina
$203M
5
BWL
Bogart Wealth LLC
Virginia
$27.3M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$0
2
ETC
Exchange Traded Concepts
Oklahoma
$39.1M
3
CI
Constellation Investments
Ohio
$6.09M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$106M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$37.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWS
126
BCR Wealth Strategies
Alabama
$3.71M +$91K +1,794 +3%
PCIA
127
Prime Capital Investment Advisors
Kansas
$3.57M -$978K -19,291 -21%
HCM
128
Howland Capital Management
Massachusetts
$3.56M +$79.3K +1,563 +2%
PWM
129
Parkworth Wealth Management
California
$3.47M +$545K +10,745 +19%
SC
130
Slow Capital
California
$3.37M -$9.89M -195,006 -75%
SPC
131
Sigma Planning Corp
Michigan
$3.16M +$761K +15,014 +32%
RIA
132
Realta Investment Advisors
Delaware
$3.06M +$471K +9,295 +18%
IIA
133
Integral Investment Advisors
California
$3.03M +$282K +5,565 +10%
SW
134
SVB Wealth
Massachusetts
$3.02M -$1.17M -23,035 -28%
MCA
135
MSH Capital Advisors
Arizona
$2.95M +$100K +1,980 +4%
Morgan Stanley
136
Morgan Stanley
New York
$2.91M -$83K -1,637 -3%
Pathstone Holdings
137
Pathstone Holdings
New Jersey
$2.84M +$2.28M +44,939 +408%
Baird Financial Group
138
Baird Financial Group
Wisconsin
$2.81M +$25.7K +506 +0.9%
PS
139
Principal Securities
Iowa
$2.78M +$675K +13,307 +32%
B
140
Bailard
California
$2.77M +$2.77M +54,660 New
RF
141
RHS Financial
California
$2.7M -$1.42M -28,056 -35%
MSAM
142
Moloney Securities Asset Management
Missouri
$2.69M +$331K +6,534 +14%
CMMS
143
Comprehensive Money Management Services
Florida
$2.64M +$163K +3,210 +7%
BCM
144
Brookstone Capital Management
Illinois
$2.6M +$648K +12,785 +33%
Creative Planning
145
Creative Planning
Kansas
$2.57M -$176K -3,463 -6%
RSWM
146
Robertson Stephens Wealth Management
California
$2.55M -$1.57M -30,877 -38%
RCS
147
Retirement Capital Strategies
California
$2.45M +$2.45M +48,350 New
PWA
148
Peterson Wealth Advisors
Utah
$2.44M -$151K -2,978 -6%
BIAS
149
Beacon Investment Advisory Services
New Jersey
$2.44M – – –
MFF
150
Michels Family Financial
Texas
$2.42M -$34K -670 -1%
4 5
6
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