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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

336 hedge funds and large institutions have $4.58B invested in iShares Fallen Angels USD Bond ETF in 2021 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 201 increasing their positions, 42 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+53
Holders Change %
+18.73%
% of All Funds
5.19%
Holding in Top 10
32
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+77.78%
% of All Funds
0.49%
New
83
Increased
201
Reduced
42
Closed
24
Calls
$291K
Puts
–
Net Calls
+$291K
Net Calls Change
+$493K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.26B
2
BlackRock
2
BlackRock
New York
$303M
3
LPL Financial
3
LPL Financial
California
$267M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$145M
5
Bank of America
5
Bank of America
North Carolina
$135M

Top Sellers

1
AIA
1
Angeles Investment Advisors
California
$89.6M
2
AP
2
Advisors Preferred
Maryland
$0
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$1.25M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Barclays
5
Barclays
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
251
Arkadios Wealth Advisors
Georgia
$477K +$17.3K +577 +4%
T
252
TRUADVICE
Florida
$476K +$270K +9,556 +131%
IA
253
IFG Advisory
Georgia
$474K +$143K +4,784 +43%
FCA
254
FinTrust Capital Advisors
South Carolina
$461K +$162K +5,395 +54%
AAM
255
Advisors Asset Management
Colorado
$454K +$82.6K +2,760 +22%
TCMP
256
Thrive Capital Management (Pennsylvania)
Pennsylvania
$445K +$445K +14,847 New
FT
257
Fiduciary Trust
Massachusetts
$437K – – –
SMH
258
Sanders Morris Harris
Texas
$430K +$227K +7,581 +112%
CFA
259
Carroll Financial Associates
North Carolina
$419K +$419K +13,974 New
PFA
260
Pinnacle Family Advisors
Missouri
$417K +$417K +13,928 New
QCIG
261
Quad-Cities Investment Group
Iowa
$412K +$412K +13,743 New
IF
262
Intrua Financial
Texas
$405K -$88.2K -2,941 -18%
BIM
263
Bullseye Investment Management
Ohio
$404K +$404K +13,491 New
Rockefeller Capital Management
264
Rockefeller Capital Management
New York
$403K +$42.8K +1,430 +12%
LF
265
Lantz Financial
Illinois
$397K +$397K +13,257 New
APA
266
American Portfolios Advisors
New York
$392K -$1.12M -37,292 -74%
AFM
267
Andesa Financial Management
Pennsylvania
$390K -$1.01M -33,800 -72%
EA
268
Emerald Advisors
Washington
$383K +$101K +3,368 +36%
DC
269
Davenport & Co
Virginia
$366K +$366K +12,221 New
GHAM
270
Gilman Hill Asset Management
Connecticut
$344K +$84.7K +2,825 +33%
CFA
271
Cahill Financial Advisors
Minnesota
$343K +$244K +8,152 +247%
AG
272
Ascent Group
Virginia
$334K +$334K +11,438 New
BWM
273
Baystate Wealth Management
Massachusetts
$330K +$234K +7,794 +242%
AWM
274
Axxcess Wealth Management
California
$325K +$325K +10,849 New
SG
275
StoneX Group
New York
$318K +$79.2K +2,641 +33%
9 10
11
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