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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 %
VIM
151
Vista Investment Management
Pennsylvania
$2.41M +$107K +2,117 +5%
SWM
152
StoneCrest Wealth Management
Arizona
$2.37M +$369K +7,272 +18%
VPP
153
Vertex Planning Partners
Illinois
$2.36M +$105K +2,065 +5%
BAM
154
Belpointe Asset Management
Nevada
$2.36M -$106K -2,091 -4%
AWE
155
Avidian Wealth Enterprises
Texas
$2.36M -$692K -13,652 -23%
AIA
156
Acute Investment Advisory
Arizona
$2.33M -$1.66M -32,823 -42%
ZIM
157
Zacks Investment Management
Illinois
$2.23M -$301K -5,938 -12%
CIA
158
Concurrent Investment Advisors
Florida
$2.21M +$698K +13,760 +46%
RAS
159
RPS Advisory Solutions
Kentucky
$2.19M +$2.19M +43,135 New
SSWM
160
Sheets Smith Wealth Management
North Carolina
$2.15M +$32.6K +643 +2%
AAS
161
Avantax Advisory Services
Texas
$2.15M +$109K +2,151 +5%
CIAS
162
CFS Investment Advisory Services
New Jersey
$2.14M +$107K +2,112 +5%
JCM
163
Jacobi Capital Management
Pennsylvania
$2.11M +$413K +8,141 +24%
MMA
164
Miracle Mile Advisors
California
$2.11M +$3.25K +64 +0.2%
AssetMark Inc
165
AssetMark Inc
California
$2.1M +$1.85M +36,441 +730%
Citigroup
166
Citigroup
New York
$2.08M +$262K +5,172 +14%
TLFA
167
True Link Financial Advisors
California
$2.08M – – –
VT
168
Vise Technologies
New York
$2.03M +$2.03M +40,114 New
HF
169
HRT Financial
New York
$2.03M +$2.03M +40,011 New
Northwestern Mutual Wealth Management
170
Northwestern Mutual Wealth Management
Wisconsin
$2.02M +$236K +4,662 +13%
PGFC
171
Peapack-Gladstone Financial Corp
New Jersey
$2.02M -$348K -6,868 -15%
IFS
172
Ifrah Financial Services
Arkansas
$1.97M +$10.6K +210 +0.5%
KIM
173
Kane Investment Management
California
$1.97M +$1.71M +33,758 +665%
AWM
174
Able Wealth Management
New Jersey
$1.96M +$850K +16,758 +76%
VA
175
Valmark Advisers
Ohio
$1.95M +$41.3K +814 +2%
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