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iShares Fallen Angels USD Bond ETF

263 hedge funds and large institutions have $1.15B invested in iShares Fallen Angels USD Bond ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 93 increasing their positions, 100 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
+1
Holders Change %
+0.38%
% of All Funds
3.83%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
31
Increased
93
Reduced
100
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CP
226
Camelot Portfolios
Ohio
$29.5K +$29.5K +1,128 New
GJIA
227
Glass Jacobson Investment Advisors
Maryland
$29.4K +$497 +19 +2%
WWP
228
WR Wealth Planners
Missouri
$27.6K -$3.72K -142 -12%
AWM
229
Angeles Wealth Management
California
$27.3K
Wells Fargo
230
Wells Fargo
California
$20.2K -$6.46M -246,641 -100%
CIA
231
Cape Investment Advisory
Georgia
$14.5K -$3.17K -121 -18%
HNB
232
Huntington National Bank
Ohio
$14.2K -$14.6K
PA
233
PSI Advisors
Florida
$13.6K +$13.6K +518 New
AWM
234
Ameliora Wealth Management
Switzerland
$13.3K
AF
235
Advisornet Financial
Minnesota
$13.2K
WWM
236
Wolff Wiese Magana
California
$13.1K +$2.2K +84 +20%
PPC
237
Park Place Capital
Alabama
$12.4K -$58.1K -2,219 -82%
BTI
238
Blue Trust Inc
Georgia
$12.2K
SRCM
239
Signature Resources Capital Management
California
$11.5K
FWP
240
FAS Wealth Partners
Kansas
$10.4K +$157 +6 +2%
DAM
241
Delta Asset Management
Tennessee
$8.98K
MHR
242
Matthew Hamilton Rosenberg
$8.22K -$234 -9 -3%
NP
243
NorthRock Partners
Minnesota
$7.91K
CA
244
CoreCap Advisors
Michigan
$7.09K -$2.56K -98 -27%
CWP
245
Concord Wealth Partners
Virginia
$6.71K
EWA
246
EverSource Wealth Advisors
Alabama
$6.03K +$375 +14 +7%
FMP
247
Financial Management Professionals
Texas
$5K
AIC
248
Archer Investment Corporation
Indiana
$3.72K
BWL
249
Bogart Wealth LLC
Virginia
$3.72K +$3.72K +142 New
TAM
250
Tucker Asset Management
Colorado
$3.01K -$73K -2,787 -96%