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iShares Fallen Angels USD Bond ETF

291 hedge funds and large institutions have $1.3B invested in iShares Fallen Angels USD Bond ETF in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 126 increasing their positions, 114 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

18% more capital invested

Capital invested by funds: $1.1B → $1.3B (+$202M)

11% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 114

3.93% more ownership

Funds ownership: 72.11%76.04% (+3.9%)

0% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 36

1% less funds holding

Funds holding: 293291 (-2)

Holders
291
Holders Change
-2
Holders Change %
-0.68%
% of All Funds
4.57%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
36
Increased
126
Reduced
114
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PP
226
Patron Partners
Texas
$222K +$14.3K +570 +7%
SG
227
StoneX Group
New York
$218K -$12.5K -498 -5%
FHC
228
First Heartland Consultants
Missouri
$217K +$5.03K +201 +2%
V
229
ViaWealth
Kansas
$216K -$15.1K -602 -7%
FTUS
230
Flow Traders U.S.
New York
$216K +$213K +8,503 New
VCM
231
Virtue Capital Management
Tennessee
$212K -$1.23M -49,000 -85%
AF
232
Advisornet Financial
Minnesota
$211K +$1.88K +75 +0.9%
EB
233
Exchange Bank
California
$206K +$203K +8,107 New
AWM
234
Alterna Wealth Management
Texas
$204K -$9.51K -380 -5%
SWA
235
Stratos Wealth Advisors
Ohio
$203K -$7.76K -310 -4%
Northwestern Mutual Wealth Management
236
Northwestern Mutual Wealth Management
Wisconsin
$202K -$27.4K -1,096 -12%
SFG
237
Summit Financial Group
West Virginia
$200K -$15K -600 -7%
AA
238
AlphaCentric Advisors
Puerto Rico
$196K +$34.6K +1,382 +22%
FHA
239
First Horizon Advisors
Tennessee
$172K +$325 +13 +0.2%
GRP
240
Global Retirement Partners
California
$171K -$3.95K -158 -2%
VWM
241
Venturi Wealth Management
Texas
$166K -$3.88K -155 -2%
FSWA
242
Financial Synergies Wealth Advisors
Texas
$154K +$1.5K +60 +1%
CIAS
243
Capital Investment Advisory Services
North Carolina
$148K -$83K -3,316 -36%
IGWM
244
ICA Group Wealth Management
Colorado
$147K +$133K +5,317 +1,122%
BCV
245
Banque Cantonale Vaudoise
Switzerland
$146K -$13.5K -538 -9%
WP
246
WealthPLAN Partners
Nebraska
$129K -$11K -439 -8%
FCA
247
FinTrust Capital Advisors
South Carolina
$119K
PTC
248
Private Trust Company
Ohio
$115K
CSWG
249
Cardinal Strategic Wealth Guidance
Kentucky
$113K
CAL
250
Capital Analysts LLC
Pennsylvania
$102K +$15.1K +605 +18%