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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 %
ACP
176
Aviance Capital Partners
Florida
$1.71M +$224K +4,420 +15%
JCM
177
Jacobi Capital Management
Pennsylvania
$1.7M +$218K +4,300 +15%
HWAM
178
Hennion & Walsh Asset Management
New Jersey
$1.7M -$498K -9,824 -23%
4WM
179
49 Wealth Management
Texas
$1.68M -$408K -8,047 -20%
KPWS
180
Kestra Private Wealth Services
Texas
$1.65M +$245K +4,830 +17%
NA
181
NewEdge Advisors
Louisiana
$1.55M +$121K +2,393 +8%
BWM
182
BCGM Wealth Management
Indiana
$1.51M +$99.5K +1,962 +7%
CFS
183
Cannon Financial Strategists
Georgia
$1.51M +$59.5K +1,173 +4%
CIA
184
Concurrent Investment Advisors
Florida
$1.51M +$503K +9,919 +50%
FC
185
Fusion Capital
South Carolina
$1.51M -$66.6K -1,313 -4%
VF
186
Vista Finance
Missouri
$1.47M -$30.2K -595 -2%
WP
187
WealthShield Partners
North Carolina
$1.4M -$21.4K -422 -2%
LRWA
188
Long Run Wealth Advisors
New York
$1.39M +$204K +4,021 +17%
EA
189
Emerald Advisors
Washington
$1.33M +$84.5K +1,667 +7%
CWA
190
Capital Wealth Alliance
Arizona
$1.33M -$94K -1,855 -7%
FAIM
191
Financial Advocates Investment Management
Washington
$1.25M -$507 -10 -0%
WWM
192
WJ Wealth Management
Arizona
$1.22M -$2.13M -41,920 -63%
JCIA
193
Jackson Creek Investment Advisors
Colorado
$1.19M +$577K +11,388 +94%
CWM
194
Cahaba Wealth Management
Georgia
$1.18M -$1.39M -27,494 -54%
ZI
195
ZEGA Investments
Florida
$1.17M +$836K +16,481 +250%
NWMP
196
Noble Wealth Management PBC
Colorado
$1.17M -$949K -18,723 -45%
GF
197
Gries Financial
Ohio
$1.17M – – –
Jones Financial Companies
198
Jones Financial Companies
Missouri
$1.16M +$277K +5,460 +31%
TCM
199
Tradewinds Capital Management
Washington
$1.14M +$8.47K +167 +0.7%
WT
200
Whittier Trust
California
$1.14M -$39.1K -772 -3%
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