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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

283 hedge funds and large institutions have $2.77B invested in iShares Fallen Angels USD Bond ETF in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 172 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
+39
Holders Change %
+15.98%
% of All Funds
4.97%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.32%
New
50
Increased
172
Reduced
45
Closed
9
Calls
$295K
Puts
$497K
Net Calls
-$202K
Net Calls Change
+$302K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$696M
2
Wells Fargo
2
Wells Fargo
California
$89.2M
3
SCM
3
SCS Capital Management
Massachusetts
$49.6M
4
LPL Financial
4
LPL Financial
California
$152M
5
RH
5
RenaissanceRe Holdings
Bermuda
$25M

Top Sellers

1
MC
1
McMorgan & Co
California
$0
2
Jane Street
2
Jane Street
New York
$0
3
WP
3
WealthShield Partners
North Carolina
$6.03M
4
KFS
4
Kelly Financial Services
Massachusetts
$478K
5
5L
5
55I LLC
Massachusetts
$42.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCBT
226
First Citizens Bank & Trust
North Carolina
$383K +$383K +12,723 New
AAM
227
Advisors Asset Management
Colorado
$374K +$99.3K +3,292 +36%
EP
228
Eudaimonia Partners
Tennessee
$366K +$366K +12,168 New
Rockefeller Capital Management
229
Rockefeller Capital Management
New York
$362K -$41.9K -1,392 -10%
IA
230
IFG Advisory
Georgia
$332K -$1.2K -40 -0.4%
Mariner
231
Mariner
Kansas
$329K – – –
VAS
232
Vestmark Advisory Solutions
Massachusetts
$318K +$318K +10,566 New
BFA
233
Beacon Financial Advisory
Ohio
$315K +$315K +10,477 New
HIM
234
Hanlon Investment Management
New Jersey
$312K -$22.4K -742 -7%
FCA
235
FinTrust Capital Advisors
South Carolina
$301K +$15.1K +502 +5%
EA
236
Emerald Advisors
Washington
$283K +$283K +9,414 New
TA
237
TrueWealth Advisors
Alabama
$264K +$264K +8,767 New
LNC
238
Lincoln National Corp
Pennsylvania
$260K +$260K +8,633 New
GHAM
239
Gilman Hill Asset Management
Connecticut
$260K +$260K +8,646 New
GI
240
Gradient Investments
Minnesota
$257K +$32.1K +1,065 +14%
Principal Financial Group
241
Principal Financial Group
Iowa
$255K +$7.7K +256 +3%
APC
242
Aspire Private Capital
North Carolina
$250K -$26.3K -873 -10%
RF
243
RHS Financial
California
$243K +$243K +8,065 New
SG
244
StoneX Group
New York
$240K +$24.5K +812 +11%
FHC
245
First Heartland Consultants
Missouri
$239K -$33.4K -1,108 -12%
WS
246
Wedbush Securities
California
$233K -$78.7K -2,616 -25%
WA
247
Wealth Alliance
New York
$233K +$233K +7,743 New
PFS
248
Prospera Financial Services
Texas
$232K +$232K +7,703 New
GA
249
Gateway Advisory
New Jersey
$223K +$223K +7,400 New
T
250
TRUADVICE
Florida
$221K -$983K -32,453 -82%
8 9
10
11 12