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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

283 hedge funds and large institutions have $2.77B invested in iShares Fallen Angels USD Bond ETF in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 172 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
+39
Holders Change %
+15.98%
% of All Funds
4.97%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.32%
New
50
Increased
172
Reduced
45
Closed
9
Calls
$295K
Puts
$497K
Net Calls
-$202K
Net Calls Change
+$302K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$696M
2
Wells Fargo
2
Wells Fargo
California
$89.2M
3
SCM
3
SCS Capital Management
Massachusetts
$49.6M
4
LPL Financial
4
LPL Financial
California
$152M
5
RH
5
RenaissanceRe Holdings
Bermuda
$25M

Top Sellers

1
MC
1
McMorgan & Co
California
$0
2
Jane Street
2
Jane Street
New York
$0
3
WP
3
WealthShield Partners
North Carolina
$6.03M
4
KFS
4
Kelly Financial Services
Massachusetts
$478K
5
5L
5
55I LLC
Massachusetts
$42.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWMA
251
Heritage Wealth Management (Arizona)
Arizona
$212K +$84.2K +2,802 +66%
SMH
252
Sanders Morris Harris
Texas
$204K +$204K +6,781 New
SAM
253
Strategic Asset Management
Minnesota
$191K +$191K +6,380 New
US Bancorp
254
US Bancorp
Minnesota
$175K +$154K +5,100 +729%
GRP
255
Global Retirement Partners
California
$157K +$34.3K +1,137 +28%
SWM
256
Selective Wealth Management
Virginia
$128K +$128K +4,261 New
CFA
257
Cahill Financial Advisors
Minnesota
$99K +$99K +3,301 New
GWM
258
Geneos Wealth Management
Colorado
$98K -$15.2K -508 -13%
BWM
259
Baystate Wealth Management
Massachusetts
$97K +$38.5K +1,278 +66%
AA
260
Ancora Advisors
Ohio
$82K -$26.3K -870 -24%
SL
261
Savior LLC
Massachusetts
$65K +$39.3K +1,315 +153%
Simplex Trading
262
Simplex Trading
Illinois
$44K -$2.93K -100 -6%
FA
263
Fortis Advisors
Pennsylvania
$39K +$22.2K +741 +133%
FGAM
264
Financial Gravity Asset Management
Texas
$30K – – –
NFSG
265
Newbridge Financial Services Group
Florida
$30K +$29.7K +993 +11,033%
Fidelity Investments
266
Fidelity Investments
Massachusetts
$27K +$20.3K +688 +304%
BFEC
267
Benjamin F. Edwards & Company
Missouri
$25K -$5.84K -197 -19%
GM
268
GeoWealth Management
Illinois
$21K -$42.6K -1,435 -67%
FFA
269
Founders Financial Alliance
North Carolina
$20K +$6.75K +226 +51%
Northwestern Mutual Wealth Management
270
Northwestern Mutual Wealth Management
Wisconsin
$11K +$4.95K +161 +82%
AWM
271
Avior Wealth Management
Nebraska
$10K +$57 +2 +0.6%
HA
272
Herold Advisors
New York
$10K +$10K +360 New
GEA
273
Glen Eagle Advisors
New Jersey
$8.34K – – –
BMD
274
Better Money Decisions
New Mexico
$8K +$8K +254 New
CAAS
275
Capital Asset Advisory Services
Michigan
$7K – – –
8 9 10
11
12