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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

336 hedge funds and large institutions have $4.58B invested in iShares Fallen Angels USD Bond ETF in 2021 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 201 increasing their positions, 42 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+53
Holders Change %
+18.73%
% of All Funds
5.19%
Holding in Top 10
32
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+77.78%
% of All Funds
0.49%
New
83
Increased
201
Reduced
42
Closed
24
Calls
$291K
Puts
–
Net Calls
+$291K
Net Calls Change
+$493K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.26B
2
BlackRock
2
BlackRock
New York
$303M
3
LPL Financial
3
LPL Financial
California
$267M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$145M
5
Bank of America
5
Bank of America
North Carolina
$135M

Top Sellers

1
AIA
1
Angeles Investment Advisors
California
$89.6M
2
AP
2
Advisors Preferred
Maryland
$0
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$1.25M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Barclays
5
Barclays
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
226
US Bancorp
Minnesota
$642K +$468K +15,630 +269%
Citigroup
227
Citigroup
New York
$637K -$3.99K -133 -0.6%
TWM
228
Trinity Wealth Management
Pennsylvania
$624K +$224K +7,489 +56%
CCG
229
Capital CS Group
California
$615K +$615K +20,513 New
BWM
230
BlackDiamond Wealth Management
New York
$613K +$613K +20,448 New
APC
231
Aspire Private Capital
North Carolina
$603K +$354K +11,821 +143%
MWM
232
Maripau Wealth Management
Indiana
$602K +$602K +21,403 New
Mariner
233
Mariner
Kansas
$583K +$256K +8,530 +78%
WMR
234
Wealth Management Resources
Rhode Island
$574K +$574K +19,166 New
FA
235
FDx Advisors
Illinois
$567K +$34.5K +1,152 +6%
EA
236
Eudaimonia Advisors
Tennessee
$566K +$566K +18,902 New
HIM
237
Hanlon Investment Management
New Jersey
$562K +$252K +8,386 +81%
Comerica Bank
238
Comerica Bank
Texas
$552K +$21.1K +727 +4%
RIG
239
Roosevelt Investment Group
New York
$549K +$45.4K +1,517 +9%
WWM
240
Wolff Wiese Magana
California
$537K +$35.4K +1,180 +7%
TA
241
TrueWealth Advisors
Alabama
$534K +$271K +9,051 +103%
FCBT
242
First Citizens Bank & Trust
North Carolina
$525K +$143K +4,784 +38%
BTWM
243
Baker Tilly Wealth Management
Wisconsin
$519K -$238K -7,937 -31%
ACA
244
Atlas Capital Advisors
Wyoming
$503K +$503K +16,788 New
WA
245
Wealth Alliance
New York
$500K +$268K +8,941 +115%
Koshinski Asset Management
246
Koshinski Asset Management
Illinois
$497K -$3.75K -125 -0.7%
VA
247
Verdad Advisers
Massachusetts
$495K -$6.74M -224,800 -93%
WP
248
WealthPLAN Partners
Nebraska
$494K -$138K -4,791 -22%
Northwestern Mutual Wealth Management
249
Northwestern Mutual Wealth Management
Wisconsin
$488K +$477K +15,925 +4,448%
BRWM
250
B. Riley Wealth Management
Tennessee
$480K -$5.24K -175 -1%
8 9
10
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