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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 %
BOH
151
Bank of Hawaii
Hawaii
$2.2M -$664K -13,103 -23%
SSWM
152
Sheets Smith Wealth Management
North Carolina
$2.12M -$63.1K -1,244 -3%
MMA
153
Miracle Mile Advisors
California
$2.11M +$661K +13,029 +46%
PS
154
Principal Securities
Iowa
$2.1M +$112K +2,217 +6%
TLFA
155
True Link Financial Advisors
California
$2.08M – – –
AAS
156
Avantax Advisory Services
Texas
$2.04M +$27.3K +539 +1%
CIAS
157
CFS Investment Advisory Services
New Jersey
$2.03M +$79.7K +1,572 +4%
SWM
158
StoneCrest Wealth Management
Arizona
$2M -$15.4K -304 -0.8%
GWAM
159
Guardian Wealth Advisors (Minnesota)
Minnesota
$2M -$26.9K -531 -1%
IFS
160
Ifrah Financial Services
Arkansas
$1.96M +$57.3K +1,130 +3%
BCM
161
Brookstone Capital Management
Illinois
$1.96M -$375K -7,396 -16%
CTA
162
Chesley Taft & Associates
Illinois
$1.92M +$138K +2,724 +8%
VA
163
Valmark Advisers
Ohio
$1.91M +$187K +3,689 +11%
Bank of Montreal
164
Bank of Montreal
Ontario, Canada
$1.89M +$307K +6,054 +19%
SCP
165
Seizert Capital Partners
Michigan
$1.84M – – –
VCWM
166
Vista Cima Wealth Management
Arizona
$1.83M +$192K +3,789 +12%
Citigroup
167
Citigroup
New York
$1.82M +$244K +4,811 +16%
DADC
168
D.A. Davidson & Co
Montana
$1.79M -$872K -17,193 -33%
Northwestern Mutual Wealth Management
169
Northwestern Mutual Wealth Management
Wisconsin
$1.78M -$1.85M -36,557 -51%
AWS
170
Atria Wealth Solutions
New York
$1.76M +$528K +10,418 +43%
LWM
171
Lionsbridge Wealth Management
Florida
$1.75M -$1.19M -23,477 -40%
GSWM
172
Greenup Street Wealth Management
Michigan
$1.75M +$273K +5,383 +19%
IA
173
IFP Advisors
Florida
$1.74M +$349K +6,879 +25%
TC
174
TAGStone Capital
North Carolina
$1.74M -$644K -12,705 -27%
PCP
175
Proficio Capital Partners
Massachusetts
$1.73M -$899K -17,741 -34%
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