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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

225 hedge funds and large institutions have $883M invested in iShares Fallen Angels USD Bond ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 56 increasing their positions, 124 reducing their positions, and 92 closing their positions.

Holders
225
Holders Change
-66
Holders Change %
-22.68%
% of All Funds
3.59%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
28
Increased
56
Reduced
124
Closed
92
Calls
$10K
Puts
$2K
Net Calls
+$8K
Net Calls Change
+$8K

Top Buyers

1
Jane Street
1
Jane Street
New York
$45M
2
AIA
2
Angeles Investment Advisors
California
$26.4M
3
OPAM
3
Ocean Park Asset Management
California
$24.3M
4
Bank of America
4
Bank of America
North Carolina
$79.8M
5
SIS
5
Strategic Investment Solutions
Illinois
$14.1M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$36.3M
2
SFSG
2
Sound Financial Strategies Group
Mississippi
$0
3
LPL Financial
3
LPL Financial
California
$35.3M
4
WSTAM
4
Wilbanks Smith & Thomas Asset Management
Virginia
$0
5
OP
5
ORG Partners
Indiana
$1.97K
Name Market Value Shares Shares
Change 		Shares
Change %
DFA
226
DHJJ Financial Advisors
Illinois
$248 10 +10 New
SFSG
227
Sound Financial Strategies Group
Mississippi
– – -2,427,782 Closed
WSTAM
228
Wilbanks Smith & Thomas Asset Management
Virginia
– – -1,042,841 Closed
EP
229
Eudaimonia Partners
Tennessee
– – -194,837 Closed
JC
230
JB Capital
Connecticut
– – -145,111 Closed
SSA
231
Schonfeld Strategic Advisors
New York
– – -138,930 Closed
HFA
232
High Falls Advisors
New York
– – -69,439 Closed
SHJ
233
Sharkey, Howes & Javer
Colorado
– – -56,409 Closed
CS
234
Comerica Securities
Michigan
– – -51,243 Closed
HSBC Holdings
235
HSBC Holdings
United Kingdom
– – -48,088 Closed
SHIM
236
Stone House Investment Management
Pennsylvania
– – -47,661 Closed
VAG
237
VisionPoint Advisory Group
Texas
– – -45,634 Closed
APW
238
Austin Private Wealth
Texas
– – -43,553 Closed
IWP
239
Icon Wealth Partners
Texas
– – -41,206 Closed
T
240
TCWP
Ohio
– – -41,123 Closed
PFG
241
PAX Financial Group
Texas
– – -38,736 Closed
CA
242
CoreCap Advisors
Michigan
– – -38,437 Closed
TF
243
Trek Financial
Arizona
– – -38,364 Closed
CIAS
244
CFS Investment Advisory Services
New Jersey
– – -38,323 Closed
AAS
245
Avantax Advisory Services
Texas
– – -37,988 Closed
Truist Financial
246
Truist Financial
North Carolina
– – -37,172 Closed
OWA
247
One Wealth Advisors
California
– – -35,593 Closed
FRA
248
FFG Retirement Advisors
Colorado
– – -35,533 Closed
WF
249
Williams Financial
Vermont
– – -31,870 Closed
WIA
250
World Investment Advisors
California
– – -30,546 Closed
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10
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