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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 %
AWE
126
Avidian Wealth Enterprises
Texas
$3.05M -$258K -5,085 -8%
CI
127
Ceera Investments
Texas
$3.01M +$3.01M +59,330 New
Morgan Stanley
128
Morgan Stanley
New York
$2.99M -$8.83M -174,236 -75%
PWM
129
Parkworth Wealth Management
California
$2.92M +$2.92M +57,666 New
MCA
130
MSH Capital Advisors
Arizona
$2.85M -$25.1K -496 -0.9%
TC
131
TownSquare Capital
Utah
$2.8M -$126K -2,479 -4%
Baird Financial Group
132
Baird Financial Group
Wisconsin
$2.78M +$486K +9,592 +21%
Creative Planning
133
Creative Planning
Kansas
$2.75M +$135K +2,672 +5%
IIA
134
Integral Investment Advisors
California
$2.74M +$264K +5,211 +11%
TYCC
135
Texas Yale Capital Corp
Florida
$2.61M -$6.34K -125 -0.2%
PWA
136
Peterson Wealth Advisors
Utah
$2.59M -$120K -2,379 -4%
RIA
137
Realta Investment Advisors
Delaware
$2.58M -$90.6K -1,787 -3%
WA
138
Wealth Architects
California
$2.58M +$387K +7,633 +18%
ZIM
139
Zacks Investment Management
Illinois
$2.53M -$19.6K -387 -0.8%
CMMS
140
Comprehensive Money Management Services
Florida
$2.47M +$559K +11,025 +29%
BAM
141
Belpointe Asset Management
Nevada
$2.47M -$126K -2,483 -5%
PIA
142
Panoramic Investment Advisors
Colorado
$2.46M +$84.5K +1,667 +4%
MFF
143
Michels Family Financial
Texas
$2.45M -$79.8K -1,574 -3%
BIAS
144
Beacon Investment Advisory Services
New Jersey
$2.44M -$238K -4,700 -9%
SPC
145
Sigma Planning Corp
Michigan
$2.4M +$204K +4,031 +9%
PGFC
146
Peapack-Gladstone Financial Corp
New Jersey
$2.37M -$316K -6,241 -12%
MSAM
147
Moloney Securities Asset Management
Missouri
$2.36M +$2.36M +46,504 New
ZF
148
Zhang Financial
Michigan
$2.31M +$411K +8,110 +22%
VIM
149
Vista Investment Management
Pennsylvania
$2.31M +$84.8K +1,672 +4%
VPP
150
Vertex Planning Partners
Illinois
$2.26M +$2.26M +44,568 New
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