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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

262 hedge funds and large institutions have $1.21B invested in iShares Fallen Angels USD Bond ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 107 increasing their positions, 94 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
+5
Holders Change %
+1.95%
% of All Funds
3.8%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
34
Increased
107
Reduced
94
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Nomura Asset Management
1
Nomura Asset Management
Japan
$62.5M
2
AIA
2
Angeles Investment Advisors
California
$30.2M
3
Ameriprise
3
Ameriprise
Minnesota
$29.5M
4
Bank of America
4
Bank of America
North Carolina
$143M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$20.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$51.4M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$37.7M
3
AFO
3
Allie Family Office
Florida
$245K
4
TA
4
Tactive Advisors
Florida
$1.15M
5
DJSG
5
D.J. St. Germain
Massachusetts
$1.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWWMG
226
Vermillion & White Wealth Management Group
Pennsylvania
$61.4K +$28.3K +1,053 +85%
GRP
227
Global Retirement Partners
California
$57.6K +$134 +5 +0.2%
FFA
228
Founders Financial Alliance
North Carolina
$52.9K – – –
CAL
229
Capital Analysts LLC
Pennsylvania
$44K +$402 +15 +0.9%
AFWM
230
Abich Financial Wealth Management
Virginia
$43.2K -$12.9K -479 -23%
ACA
231
Aptus Capital Advisors
Alabama
$39.6K +$13.3K +496 +51%
NS
232
NBC Securities
Alabama
$33K -$339K -12,970 -91%
WWP
233
WR Wealth Planners
Missouri
$32.1K +$32.1K +1,194 New
GJIA
234
Glass Jacobson Investment Advisors
Maryland
$29.6K +$269 +10 +0.9%
AWM
235
Angeles Wealth Management
California
$28K +$2.61K +97 +10%
CIA
236
Cape Investment Advisory
Georgia
$18.2K – – –
HNB
237
Huntington National Bank
Ohio
$14.6K -$14.4K – –
AWM
238
Ameliora Wealth Management
Switzerland
$13.6K – – –
AF
239
Advisornet Financial
Minnesota
$13.5K -$7.73K -288 -36%
BTI
240
Blue Trust Inc
Georgia
$12.2K -$98.5K -3,670 -89%
SRCM
241
Signature Resources Capital Management
California
$11.6K – – –
FGAM
242
Financial Gravity Asset Management
Texas
$11.2K -$194K -7,233 -95%
WWM
243
Wolff Wiese Magana
California
$11.1K +$2.28K +85 +26%
CP
244
Castleview Partners
Texas
$10.9K +$9.86K +367 +941%
FWP
245
FAS Wealth Partners
Kansas
$10.5K +$107 +4 +1%
CA
246
CoreCap Advisors
Michigan
$9.91K +$9.91K +369 New
DAM
247
Delta Asset Management
Tennessee
$9.21K – – –
MHR
248
Matthew Hamilton Rosenberg
$8.64K – – –
WT
249
Washington Trust
Rhode Island
$8.52K +$8.52K +317 New
NP
250
NorthRock Partners
Minnesota
$8.11K – – –
8 9
10
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