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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 %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$191M -$13.6M -267,606 -7%
Bank of America
2
Bank of America
North Carolina
$174M -$10.6M -209,617 -6%
UBS Group
3
UBS Group
Switzerland
$171M +$8.38M +165,190 +5%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$151M +$27.6M +544,950 +22%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$128M -$35.3M -695,633 -22%
DCM
6
Donaldson Capital Management
Indiana
$124M +$10.7M +210,389 +9%
Renaissance Technologies
7
Renaissance Technologies
New York
$114M +$23M +453,700 +25%
FDCP
8
Foster Dykema Cabot & Partners
Massachusetts
$114M +$3.61M +71,169 +3%
LPL Financial
9
LPL Financial
California
$103M +$15.8M +311,875 +18%
ETC
10
Exchange Traded Concepts
Oklahoma
$77.7M +$77.7M +1,532,455 New
BlackRock
11
BlackRock
New York
$67.2M +$15.2M +299,879 +29%
Mariner
12
Mariner
Kansas
$57.7M +$1.68M +33,110 +3%
WAG
13
Winthrop Advisory Group
Massachusetts
$57.5M +$57.5M +1,134,105 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$57.4M +$5.63M +111,102 +11%
DPI
15
Diversified Portfolios Inc
Michigan
$57.3M +$1.92M +37,833 +3%
AA
16
Acorns Advisers
California
$49.2M +$2.61M +51,570 +6%
Raymond James Financial
17
Raymond James Financial
Florida
$43.1M -$32.3M -637,897 -43%
CI
18
Constellation Investments
Ohio
$42.9M -$15.3M -302,779 -26%
FG
19
Foster Group
Iowa
$42.3M +$468K +9,228 +1%
Focus Partners Wealth
20
Focus Partners Wealth
Massachusetts
$41.5M +$33.5M +661,031 +422%
VBFP
21
Valtinson Bruner Financial Planning
Minnesota
$35.5M +$21.4M +421,925 +151%
IGGA
22
Iron Gate Global Advisors
Utah
$34.7M +$5.01M +98,751 +17%
OPCM
23
Osborne Partners Capital Management
California
$33.9M +$4.84M +95,407 +17%
Osaic Holdings
24
Osaic Holdings
Arizona
$31.8M +$21.6M +425,150 +211%
MML Investors Services
25
MML Investors Services
Massachusetts
$29.3M -$3.62M -71,349 -11%
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