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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 %
ACA
201
Aptus Capital Advisors
Alabama
$1.11M +$614K +12,113 +123%
AWM
202
Able Wealth Management
New Jersey
$1.11M +$146K +2,878 +15%
CAM
203
Cresset Asset Management
Illinois
$1.1M -$246K -4,861 -18%
JBA
204
Johnson Bixby & Associates
Washington
$1.1M +$217K +4,283 +25%
PWM
205
Perigon Wealth Management
California
$1.05M +$65.4K +1,290 +7%
BCM
206
Boltwood Capital Management
California
$1.03M +$20.3K +400 +2%
CA
207
CGN Advisors
Kansas
$1.03M +$70.5K +1,390 +7%
RA
208
RFG Advisory
Alabama
$1.02M -$12.2K -240 -1%
TPW
209
Talon Private Wealth
Florida
$1.01M +$33.4K +659 +3%
HT
210
Heritage Trust
Oklahoma
$1.01M – – –
CAMG
211
CWA Asset Management Group
Florida
$1M +$771K +15,211 +334%
ONSWM
212
Old North State Wealth Management
North Carolina
$977K +$312K +6,151 +47%
KAS
213
Kestra Advisory Services
Texas
$976K -$3.48M -68,701 -78%
GJIA
214
Glass Jacobson Investment Advisors
Maryland
$970K – – –
CCB
215
Country Club Bank
Missouri
$969K +$65.6K +1,295 +7%
CAL
216
Capital Advisors Ltd
Ohio
$953K -$20.8K -410 -2%
WCP
217
Wick Capital Partners
Pennsylvania
$940K – – –
ACM
218
Alpha Capital Management
Texas
$931K +$37K +730 +4%
BA
219
Bristlecone Advisors
Washington
$929K +$50.7K +1,000 +6%
JIP
220
Jaffetilchin Investment Partners
Florida
$910K -$5.88K -116 -0.6%
KCM
221
KM Capital Management
Texas
$889K -$143K -2,827 -14%
Betterment LLC
222
Betterment LLC
New York
$865K +$169K +3,334 +24%
Wealthfront Advisers
223
Wealthfront Advisers
California
$844K +$14.6K +287 +2%
SFP
224
Shepherd Financial Partners
Massachusetts
$824K -$370K -7,306 -31%
RIA
225
Regal Investment Advisors
Michigan
$822K -$30.7K -606 -4%
7 8
9
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