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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

301 hedge funds and large institutions have $1.55B invested in iShares Fallen Angels USD Bond ETF in 2022 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 50 increasing their positions, 188 reducing their positions, and 46 closing their positions.

Holders
301
Holders Change
-5
Holders Change %
-1.63%
% of All Funds
4.86%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
47
Increased
50
Reduced
188
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPW
1
Parcion Private Wealth
Washington
$35.8M
2
MG
2
Mather Group
Illinois
$124M
3
AF
3
Allworth Financial
California
$18.7M
4
Millennium Management
4
Millennium Management
New York
$12.3M
5
Jane Street
5
Jane Street
New York
$32.7M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$361M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$241M
3
Wells Fargo
3
Wells Fargo
California
$623K
4
CIAS
4
CFS Investment Advisory Services
New Jersey
$1.37M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$9.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
BJL
226
Brighton Jones LLC
Washington
$233K +$233K +9,474 New
TCA
227
Transcend Capital Advisors
New Jersey
$233K -$298K -12,102 -56%
LA
228
LexAurum Advisors
Kansas
$231K -$106K -4,324 -32%
FTS
229
Fifth Third Securities
Ohio
$225K +$225K +9,158 New
AFO
230
Allie Family Office
Florida
$224K – – –
QCIG
231
Quad-Cities Investment Group
Iowa
$223K -$65.5K -2,661 -23%
WA
232
Wealth Alliance
New York
$220K -$211K -8,560 -49%
SWA
233
Stratos Wealth Advisors
Ohio
$217K -$356K -14,478 -62%
AWM
234
Apollon Wealth Management
South Carolina
$215K +$215K +8,743 New
WEG
235
World Equity Group
Illinois
$211K -$261K -10,591 -55%
SFG
236
Summit Financial Group
West Virginia
$209K – – –
FCA
237
FLC Capital Advisors
California
$206K -$1.38M -56,021 -87%
FHC
238
First Heartland Consultants
Missouri
$203K -$91.8K -3,732 -31%
BAM
239
Belpointe Asset Management
Nevada
$191K -$125K -5,078 -39%
KFS
240
Kelly Financial Services
Massachusetts
$186K -$4.75M -193,055 -96%
BCV
241
Banque Cantonale Vaudoise
Switzerland
$177K -$2.62K -106 -1%
MHR
242
Matthew Hamilton Rosenberg
$174K -$79.1K -3,214 -31%
GI
243
Gradient Investments
Minnesota
$174K – – –
GRP
244
Global Retirement Partners
California
$159K +$41.7K +1,695 +36%
FHA
245
First Horizon Advisors
Tennessee
$154K -$237K -9,616 -61%
FSWA
246
Financial Synergies Wealth Advisors
Texas
$146K -$1.87K -76 -1%
IGWM
247
ICA Group Wealth Management
Colorado
$140K +$140K +5,670 New
RW
248
Regimen Wealth
Georgia
$134K +$134K +5,461 New
GWM
249
Geneos Wealth Management
Colorado
$131K -$1.85K -75 -1%
HGWM
250
Harvest Group Wealth Management
Massachusetts
$128K -$6.72K -273 -5%
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