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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

257 hedge funds and large institutions have $1.15B invested in iShares Fallen Angels USD Bond ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 88 increasing their positions, 87 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
+32
Holders Change %
+14.22%
% of All Funds
3.77%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
62
Increased
88
Reduced
87
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$102M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$63.8M
3
Bank of America
3
Bank of America
North Carolina
$121M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$63M
5
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$16.2M

Top Sellers

1
Jane Street
1
Jane Street
New York
$5.14M
2
AIA
2
Angeles Investment Advisors
California
$0
3
BAAM
3
Baker Avenue Asset Management
California
$7.41M
4
SIS
4
Strategic Investment Solutions
Illinois
$37.9K
5
State of Tennessee, Department of Treasury
5
State of Tennessee, Department of Treasury
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
226
Advisornet Financial
Minnesota
$20.9K -$66.6K -2,526 -76%
CAS
227
Coppell Advisory Solutions
Texas
$20.2K +$20.2K +764 New
CIA
228
Cape Investment Advisory
Georgia
$17.8K – – –
CWP
229
Concord Wealth Partners
Virginia
$17.7K -$12.8K -483 -42%
HNB
230
Huntington National Bank
Ohio
$14.4K – – –
AWM
231
Ameliora Wealth Management
Switzerland
$13.4K – – –
B
232
Birchbrook
Maine
$12.3K +$12.3K +464 New
SRCM
233
Signature Resources Capital Management
California
$11.6K +$11.6K +438 New
FWP
234
FAS Wealth Partners
Kansas
$10.2K -$792 -30 -7%
AWM
235
Able Wealth Management
New Jersey
$9.3K +$9.3K +352 New
DAM
236
Delta Asset Management
Tennessee
$9.06K – – –
WWM
237
Wolff Wiese Magana
California
$8.71K -$722K -27,358 -99%
MHR
238
Matthew Hamilton Rosenberg
$8.58K -$9.56K -362 -53%
NP
239
NorthRock Partners
Minnesota
$7.97K +$7.97K +302 New
Simplex Trading
240
Simplex Trading
Illinois
$7K +$7K +279 New
PCM
241
Penserra Capital Management
California
$7K +$7K +282 New
EWA
242
EverSource Wealth Advisors
Alabama
$6.77K +$184 +7 +3%
VWM
243
Venturi Wealth Management
Texas
$6.76K -$7.23K -274 -52%
KFP
244
Keener Financial Planning
Texas
$6K +$6K +224 New
FFO
245
Fortitude Family Office
Arizona
$5.65K +$5.65K +214 New
FMP
246
Financial Management Professionals
Texas
$5K +$5K +205 New
AIC
247
Archer Investment Corporation
Indiana
$3.75K – – –
TAM
248
Tucker Asset Management
Colorado
$3.04K – – –
SFA
249
Semmax Financial Advisors
North Carolina
$2.34K -$92K -3,495 -98%
S
250
SignatureFD
Georgia
$1.58K -$24.3K -922 -94%
8 9
10
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