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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

337 hedge funds and large institutions have $3.21B invested in iShares Fallen Angels USD Bond ETF in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 83 increasing their positions, 186 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
5.33%
Holding in Top 10
19
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-40.63%
% of All Funds
0.3%
New
46
Increased
83
Reduced
186
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$105M
2
MG
2
Mather Group
Illinois
$89.7M
3
Wells Fargo
3
Wells Fargo
California
$111M
4
State of New Jersey Common Pension Fund D
4
State of New Jersey Common Pension Fund D
New Jersey
$24.4M
5
RH
5
RenaissanceRe Holdings
Bermuda
$84.4M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$770M
2
AIA
2
Angeles Investment Advisors
California
$0
3
BlackRock
3
BlackRock
New York
$203M
4
LPL Financial
4
LPL Financial
California
$176M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
FEM
226
Fulcrum Equity Management
Texas
$506K -$1.01M -36,512 -67%
AAM
227
Advisors Asset Management
Colorado
$495K +$74.4K +2,683 +18%
T
228
TRUADVICE
Florida
$487K +$46K +1,757 +10%
WMR
229
Wealth Management Resources
Rhode Island
$485K -$46.6K -1,681 -9%
BWM
230
BlackDiamond Wealth Management
New York
$484K -$83.2K -2,999 -15%
LA
231
LexAurum Advisors
Kansas
$474K -$136K -4,912 -22%
WWP
232
WR Wealth Planners
Missouri
$474K +$474K +17,064 New
Northwestern Mutual Wealth Management
233
Northwestern Mutual Wealth Management
Wisconsin
$472K +$20K +721 +4%
ACA
234
Atlas Capital Advisors
Wyoming
$466K – – –
BRWM
235
B. Riley Wealth Management
Tennessee
$462K +$17.2K +618 +4%
HIM
236
Hanlon Investment Management
New Jersey
$454K -$66.6K -2,398 -13%
NCM
237
NCM Capital Management
New Jersey
$445K +$445K +16,037 New
WP
238
WealthPLAN Partners
Nebraska
$437K -$14.7K -558 -3%
WIM
239
WealthPlan Investment Management
Nebraska
$437K +$437K +16,603 New
BTWM
240
Baker Tilly Wealth Management
Wisconsin
$431K -$50.3K -1,811 -10%
SA
241
Stewardship Advisors
Pennsylvania
$426K +$426K +15,362 New
EA
242
Emerald Advisors
Washington
$424K +$69K +2,485 +19%
CCG
243
Capital CS Group
California
$415K -$154K -5,549 -27%
QCIG
244
Quad-Cities Investment Group
Iowa
$413K +$31.1K +1,119 +8%
FT
245
Fiduciary Trust
Massachusetts
$405K – – –
OLVIG
246
Oliver Lagore Vanvalin Investment Group
Michigan
$403K -$3.99M -141,627 -91%
CAM
247
Concorde Asset Management
Michigan
$403K -$1.54M -55,579 -79%
FA
248
FDx Advisors
Illinois
$402K -$124K -4,452 -24%
Creative Planning
249
Creative Planning
Kansas
$387K +$387K +13,947 New
TCMP
250
Thrive Capital Management (Pennsylvania)
Pennsylvania
$358K -$53.8K -1,939 -13%
8 9
10
11 12