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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

293 hedge funds and large institutions have $1.1B invested in iShares Fallen Angels USD Bond ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 87 increasing their positions, 139 reducing their positions, and 49 closing their positions.

Holders
293
Holders Change
-8
Holders Change %
-2.66%
% of All Funds
4.69%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
48
Increased
87
Reduced
139
Closed
49
Calls
$33K
Puts
$3K
Net Calls
+$30K
Net Calls Change
+$30K

Top Buyers

1
Nomura Asset Management
1
Nomura Asset Management
Japan
$43.5M
2
Bank of America
2
Bank of America
North Carolina
$58.2M
3
MG
3
Mather Group
Illinois
$142M
4
UBS Group
4
UBS Group
Switzerland
$30.8M
5
State of Tennessee, Department of Treasury
5
State of Tennessee, Department of Treasury
Tennessee
$12.5M

Top Sellers

1
SCM
1
SCS Capital Management
Massachusetts
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$210M
3
PPW
3
Parcion Private Wealth
Washington
$3.45M
4
Jane Street
4
Jane Street
New York
$5.46M
5
BlackRock
5
BlackRock
New York
$35.4M
Name Market Value Shares Shares
Change 		Shares
Change %
CAL
251
Capital Analysts LLC
Pennsylvania
$87K 3,434 +33 +1%
APC
252
Aspire Private Capital
North Carolina
$83.3K 3,297 -606 -16%
SIS
253
Sound Income Strategies
Florida
$80.7K 3,194 -407 -11%
OLVIG
254
Oliver Lagore Vanvalin Investment Group
Michigan
$75.1K 2,971 +107 +4%
PNC Financial Services Group
255
PNC Financial Services Group
Pennsylvania
$60.7K 2,403 +518 +27%
EWA
256
EverSource Wealth Advisors
Alabama
$55.1K 2,181 -541 -20%
GFPC
257
Global Financial Private Client
Florida
$52.6K 2,090 -560 -21%
FFA
258
Founders Financial Alliance
North Carolina
$49.7K 1,968 – –
IAIM
259
Industrial Alliance Investment Management
Quebec, Canada
$46K 1,816 -8,055 -82%
FWP
260
FAS Wealth Partners
Kansas
$40.1K 1,586 -26 -2%
NFSG
261
Newbridge Financial Services Group
Florida
$38.5K 1,524 – –
CIA
262
Cape Investment Advisory
Georgia
$35.1K 1,390 +1,390 New
HR
263
Howe & Rusling
New York
$32.4K 1,282 +772 +151%
NRC
264
New Republic Capital
North Carolina
$29K 1,146 +42 +4%
RFA
265
Resurgent Financial Advisors
Georgia
$27.6K 1,091 +1,091 New
ACA
266
Aptus Capital Advisors
Alabama
$26.5K 1,050 -339 -24%
AWM
267
Angeles Wealth Management
California
$20.6K 815 – –
BWM
268
Baystate Wealth Management
Massachusetts
$17.3K 683 -528 -44%
CWP
269
Concord Wealth Partners
Virginia
$17.2K 680 -739 -52%
AWM
270
Ameliora Wealth Management
Switzerland
$12.8K 506 – –
HWA
271
HHM Wealth Advisors
Tennessee
$12.4K 489 +489 New
RCM
272
Raleigh Capital Management
North Carolina
$12.1K 479 -172 -26%
IGWM
273
ICA Group Wealth Management
Colorado
$12K 474 -5,196 -92%
Fidelity Investments
274
Fidelity Investments
Massachusetts
$11.4K 449 +442 +6,314%
FA
275
Fortis Advisors
Pennsylvania
$10.4K 410 +89 +28%
9 10
11
12 13