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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

270 hedge funds and large institutions have $1.31B invested in iShares Fallen Angels USD Bond ETF in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 109 increasing their positions, 82 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
-2
Holders Change %
-0.74%
% of All Funds
3.6%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
45
Increased
109
Reduced
82
Closed
39
Calls
$27K
Puts
–
Net Calls
+$27K
Net Calls Change
+$27K

Top Buyers

1
Nomura Asset Management
1
Nomura Asset Management
Japan
$38M
2
State of Tennessee, Department of Treasury
2
State of Tennessee, Department of Treasury
Tennessee
$15.6M
3
MG
3
Mather Group
Illinois
$256M
4
Ameriprise
4
Ameriprise
Minnesota
$42.5M
5
SWP
5
Stratos Wealth Partners
Ohio
$6.15M

Top Sellers

1
TC
1
Toews Corporation
New Jersey
$0
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$13M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.6M
4
AssetMark Inc
4
AssetMark Inc
California
$503K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
226
Aptus Capital Advisors
Alabama
$32.6K +$2.57K +96 +9%
AWM
227
Angeles Wealth Management
California
$30.3K – – –
TF
228
Tompkins Financial
New York
$25.4K +$25.4K +950 New
Wells Fargo
229
Wells Fargo
California
$24.2K -$27 -1 -0.1%
WWP
230
WR Wealth Planners
Missouri
$23.7K -$4.44K -166 -16%
MCM
231
MAI Capital Management
Ohio
$21.7K +$21.7K +812 New
GRP
232
Global Retirement Partners
California
$19.1K -$20.7K -775 -52%
EWA
233
EverSource Wealth Advisors
Alabama
$17.6K +$11.6K +434 +194%
CWP
234
Concord Wealth Partners
Virginia
$16.8K +$5.82K +218 +53%
WWM
235
Wolff Wiese Magana
California
$15.8K +$481 +18 +3%
HNB
236
Huntington National Bank
Ohio
$14.5K -$15.9K – –
AWM
237
Ameliora Wealth Management
Switzerland
$13.5K – – –
BWL
238
Bogart Wealth LLC
Virginia
$12.9K – – –
BTI
239
Blue Trust Inc
Georgia
$12.1K – – –
SRCM
240
Signature Resources Capital Management
California
$11.7K – – –
TWC
241
TD Waterhouse Canada
Ontario, Canada
$11.4K +$8.33K +312 +271%
AF
242
Advisornet Financial
Minnesota
$9.96K -$2.62K -98 -21%
FWP
243
FAS Wealth Partners
Kansas
$9.86K -$80 -3 -0.8%
CIA
244
Cape Investment Advisory
Georgia
$9.59K – – –
MHR
245
Matthew Hamilton Rosenberg
$8.98K +$534 +20 +6%
NP
246
NorthRock Partners
Minnesota
$8.07K – – –
DAM
247
Delta Asset Management
Tennessee
$7.72K – – –
GSWM
248
Golden State Wealth Management
California
$5.1K +$5.1K +190 New
AIC
249
Archer Investment Corporation
Indiana
$3.79K – – –
T
250
Transce3nd
Texas
$3.34K +$3.34K +125 New
8 9
10
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