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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

293 hedge funds and large institutions have $1.1B invested in iShares Fallen Angels USD Bond ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 87 increasing their positions, 139 reducing their positions, and 49 closing their positions.

Holders
293
Holders Change
-8
Holders Change %
-2.66%
% of All Funds
4.69%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
48
Increased
87
Reduced
139
Closed
49
Calls
$33K
Puts
$3K
Net Calls
+$30K
Net Calls Change
+$30K

Top Buyers

1
Nomura Asset Management
1
Nomura Asset Management
Japan
$43.5M
2
Bank of America
2
Bank of America
North Carolina
$58.2M
3
MG
3
Mather Group
Illinois
$142M
4
UBS Group
4
UBS Group
Switzerland
$30.8M
5
State of Tennessee, Department of Treasury
5
State of Tennessee, Department of Treasury
Tennessee
$12.5M

Top Sellers

1
SCM
1
SCS Capital Management
Massachusetts
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$210M
3
PPW
3
Parcion Private Wealth
Washington
$3.45M
4
Jane Street
4
Jane Street
New York
$5.46M
5
BlackRock
5
BlackRock
New York
$35.4M
Name Market Value Shares Shares
Change 		Shares
Change %
SFG
226
Summit Financial Group
West Virginia
$215K 8,500 – –
SFS
227
Security Financial Services
Indiana
$214K 8,480 -6,354 -43%
TI
228
Trexquant Investment
Connecticut
$214K 8,453 +8,453 New
AWM
229
Alterna Wealth Management
Texas
$213K 8,430 -4,591 -35%
FHC
230
First Heartland Consultants
Missouri
$212K 8,370 +111 +1%
SWA
231
Stratos Wealth Advisors
Ohio
$210K 8,296 -535 -6%
AF
232
Advisornet Financial
Minnesota
$208K 8,233 -16,680 -67%
PP
233
Patron Partners
Texas
$207K 8,173 +8,173 New
GI
234
Gradient Investments
Minnesota
$178K 7,058 – –
MHR
235
Matthew Hamilton Rosenberg
$175K 6,931 -128 -2%
GRP
236
Global Retirement Partners
California
$171K 6,880 +439 +7%
FHA
237
First Horizon Advisors
Tennessee
$171K 6,770 +495 +8%
VWM
238
Venturi Wealth Management
Texas
$170K 6,714 -3,922 -37%
AA
239
AlphaCentric Advisors
Puerto Rico
$160K 6,329 +6,329 New
BCV
240
Banque Cantonale Vaudoise
Switzerland
$159K 6,292 -883 -12%
FSWA
241
Financial Synergies Wealth Advisors
Texas
$152K 6,019 +103 +2%
AAS
242
Ameritas Advisory Services
Nebraska
$150K 5,959 +5,959 New
BAM
243
Belpointe Asset Management
Nevada
$143K 5,642 -2,139 -27%
WP
244
WealthPLAN Partners
Nebraska
$139K 5,517 +5,517 New
GWM
245
Geneos Wealth Management
Colorado
$129K 5,103 -200 -4%
FCA
246
FinTrust Capital Advisors
South Carolina
$119K 4,851 – –
HGWM
247
Harvest Group Wealth Management
Massachusetts
$115K 4,548 -636 -12%
PTC
248
Private Trust Company
Ohio
$114K 4,524 -68 -1%
CSWG
249
Cardinal Strategic Wealth Guidance
Kentucky
$113K 4,457 +4,457 New
KFS
250
Kelly Financial Services
Massachusetts
$106K 4,200 -3,349 -44%
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