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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

337 hedge funds and large institutions have $3.21B invested in iShares Fallen Angels USD Bond ETF in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 83 increasing their positions, 186 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
5.33%
Holding in Top 10
19
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-40.63%
% of All Funds
0.3%
New
46
Increased
83
Reduced
186
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$105M
2
MG
2
Mather Group
Illinois
$89.7M
3
Wells Fargo
3
Wells Fargo
California
$111M
4
State of New Jersey Common Pension Fund D
4
State of New Jersey Common Pension Fund D
New Jersey
$24.4M
5
RH
5
RenaissanceRe Holdings
Bermuda
$84.4M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$770M
2
AIA
2
Angeles Investment Advisors
California
$0
3
BlackRock
3
BlackRock
New York
$203M
4
LPL Financial
4
LPL Financial
California
$176M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
RSWM
251
Robertson Stephens Wealth Management
California
$347K -$634K -22,894 -65%
WA
252
Wealth Alliance
New York
$343K -$119K -4,310 -26%
Rockefeller Capital Management
253
Rockefeller Capital Management
New York
$343K -$30.8K -1,110 -8%
Wealthfront Advisers
254
Wealthfront Advisers
California
$328K +$328K +11,803 New
SS
255
Sunbelt Securities
Texas
$327K +$39.9K +1,437 +14%
SG
256
StoneX Group
New York
$326K +$32K +1,154 +11%
GHAM
257
Gilman Hill Asset Management
Connecticut
$318K – – –
SAMC
258
Spectrum Asset Management (California)
California
$310K -$10.7M -385,065 -97%
FHA
259
First Horizon Advisors
Tennessee
$309K -$827K -29,752 -73%
HWMA
260
Heritage Wealth Management (Arizona)
Arizona
$306K +$306K +11,017 New
Citigroup
261
Citigroup
New York
$304K -$287K -10,314 -49%
CWM
262
Capital Wealth Management
Rhode Island
$304K +$51.9K +1,864 +21%
FCA
263
FinTrust Capital Advisors
South Carolina
$290K -$137K -4,924 -32%
KCA
264
Karn Couzens & Associates
Connecticut
$289K +$81.2K +2,928 +39%
RFN
265
RDA Financial Network
Iowa
$285K +$285K +10,266 New
AG
266
Ascent Group
Virginia
$280K -$37.1K -1,337 -12%
TC
267
Toews Corporation
New Jersey
$278K – – –
TWM
268
Trinity Wealth Management
Pennsylvania
$272K -$306K -11,028 -53%
IA
269
IFG Advisory
Georgia
$271K -$169K -6,080 -38%
PFA
270
Pinnacle Family Advisors
Missouri
$270K -$116K -4,187 -30%
APA
271
American Portfolios Advisors
New York
$265K -$98K -3,532 -27%
DC
272
Davenport & Co
Virginia
$265K -$74.2K -2,672 -22%
CA
273
CoreCap Advisors
Michigan
$252K +$12.3K +443 +5%
LF
274
Lantz Financial
Illinois
$250K -$117K -4,236 -32%
GRP
275
Global Retirement Partners
California
$244K +$244K +9,467 New
9 10
11
12 13