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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

301 hedge funds and large institutions have $1.55B invested in iShares Fallen Angels USD Bond ETF in 2022 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 50 increasing their positions, 188 reducing their positions, and 46 closing their positions.

Holders
301
Holders Change
-5
Holders Change %
-1.63%
% of All Funds
4.86%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
47
Increased
50
Reduced
188
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPW
1
Parcion Private Wealth
Washington
$35.8M
2
MG
2
Mather Group
Illinois
$124M
3
AF
3
Allworth Financial
California
$18.7M
4
Millennium Management
4
Millennium Management
New York
$12.3M
5
Jane Street
5
Jane Street
New York
$32.7M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$361M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$241M
3
Wells Fargo
3
Wells Fargo
California
$623K
4
CIAS
4
CFS Investment Advisory Services
New Jersey
$1.37M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$9.14M
Name Market Value Shares Shares
Change 		Shares
Change %
FCA
251
FinTrust Capital Advisors
South Carolina
$119K 4,851 -557 -10%
PTC
252
Private Trust Company
Ohio
$113K 4,592 -5,063 -52%
SFA
253
Semmax Financial Advisors
North Carolina
$97K 3,817 -600 -14%
APC
254
Aspire Private Capital
North Carolina
$96K 3,903 -15,648 -80%
JFGIW
255
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$88.9K 3,612 -248 -6%
SIS
256
Sound Income Strategies
Florida
$88.6K 3,601 -181,611 -98%
HNWAG
257
High Net Worth Advisory Group
Florida
$86.1K 3,500 +3,500 New
CAL
258
Capital Analysts LLC
Pennsylvania
$84K 3,401 -3,269 -49%
SCA
259
Stonebridge Capital Advisors
Minnesota
$76.6K 3,112 +3,002 +2,729%
OLVIG
260
Oliver Lagore Vanvalin Investment Group
Michigan
$70.5K 2,864 -6,511 -69%
EWA
261
EverSource Wealth Advisors
Alabama
$67K 2,722 -3,358 -55%
GFPC
262
Global Financial Private Client
Florida
$65.2K 2,650 -8,283 -76%
FFA
263
Founders Financial Alliance
North Carolina
$48.4K 1,968 – –
PNC Financial Services Group
264
PNC Financial Services Group
Pennsylvania
$46.4K 1,885 +492 +35%
SC
265
SouthState Corp
Florida
$42.2K 1,714 – –
FWP
266
FAS Wealth Partners
Kansas
$39.7K 1,612 +1,393 +636%
NFSG
267
Newbridge Financial Services Group
Florida
$37.5K 1,524 – –
CWP
268
Concord Wealth Partners
Virginia
$34.9K 1,419 +1,419 New
ACA
269
Aptus Capital Advisors
Alabama
$34.2K 1,389 +80 +6%
TRCT
270
Tower Research Capital (TRC)
New York
$32K 1,305 +851 +187%
BWM
271
Baystate Wealth Management
Massachusetts
$30K 1,211 -1,872 -61%
NRC
272
New Republic Capital
North Carolina
$27.2K 1,104 +1,104 New
CA
273
CoreCap Advisors
Michigan
$26.4K 1,072 +1,072 New
FGAM
274
Financial Gravity Asset Management
Texas
$20.9K 25 +1 +4%
AWM
275
Angeles Wealth Management
California
$20.1K 815 +216 +36%
9 10
11
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