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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

312 hedge funds and large institutions have $2.45B invested in iShares Fallen Angels USD Bond ETF in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 60 increasing their positions, 198 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
-25
Holders Change %
-7.42%
% of All Funds
5.28%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.24%
New
34
Increased
60
Reduced
198
Closed
55
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
SCS Capital Management
Massachusetts
$61.1M
2
MG
Mather Group
Illinois
$92.2M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$6.42M
4
MFG
Merit Financial Group
Georgia
$6.59M
5
PWM
Perigon Wealth Management
California
$2.44M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$5.57M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$599M
3
BlackRock
BlackRock
New York
$142M
4
5L
55I LLC
Massachusetts
$0
5
Jane Street
Jane Street
New York
$60.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WMR
226
Wealth Management Resources
Rhode Island
$299K -$132K -5,358 -31%
MHR
227
Matthew Hamilton Rosenberg
$293K +$97.5K +3,938 +50%
CWM
228
Capital Wealth Management
Rhode Island
$288K +$18.1K +732 +7%
AWM
229
Apollon Wealth Management
South Carolina
$282K -$319K -12,966 -53%
PIMG
230
Patriot Investment Management Group
Tennessee
$282K +$282K +11,485 New
Kovitz Investment Group Partners
231
Kovitz Investment Group Partners
Illinois
$281K +$281K +11,413 New
Rockefeller Capital Management
232
Rockefeller Capital Management
New York
$279K -$24.3K -989 -8%
GRP
233
Global Retirement Partners
California
$273K +$39.9K +1,621 +17%
HWMA
234
Heritage Wealth Management (Arizona)
Arizona
$270K -$1.21K -49 -0.4%
RSWM
235
Robertson Stephens Wealth Management
California
$270K -$37.2K -1,516 -12%
HF
236
HRT Financial
New York
$264K +$264K +10,724 New
CAM
237
Concorde Asset Management
Michigan
$258K -$100K -4,057 -28%
USCWA
238
U.S. Capital Wealth Advisors
Texas
$247K +$247K +10,016 New
SS
239
Sunbelt Securities
Texas
$245K -$44.8K -1,823 -15%
Wealthfront Advisers
240
Wealthfront Advisers
California
$243K -$47.5K -1,931 -16%
Citigroup
241
Citigroup
New York
$241K -$28.6K -1,162 -11%
WWM
242
Wolff Wiese Magana
California
$234K -$249K -10,116 -52%
PFA
243
Pinnacle Family Advisors
Missouri
$232K -$8.26K -335 -3%
PTC
244
Private Trust Company
Ohio
$226K +$226K +9,177 New
AFO
245
Allie Family Office
Florida
$225K +$225K +9,122 New
AA
246
Ancora Advisors
Ohio
$224K +$93.9K +3,813 +72%
FCA
247
FinTrust Capital Advisors
South Carolina
$221K -$43K -1,703 -16%
GA
248
Gateway Advisory
New Jersey
$219K +$36.9K +1,500 +20%
TA
249
TrueWealth Advisors
Alabama
$215K -$223K -9,078 -51%
APA
250
American Portfolios Advisors
New York
$210K -$24.9K -1,013 -11%
8 9
10
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