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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

291 hedge funds and large institutions have $1.3B invested in iShares Fallen Angels USD Bond ETF in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 126 increasing their positions, 114 reducing their positions, and 36 closing their positions.

Holders
291
Holders Change
-2
Holders Change %
-0.68%
% of All Funds
4.59%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
36
Increased
126
Reduced
114
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFSG
1
Sound Financial Strategies Group
Mississippi
$61.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$239M
3
WSTAM
3
Wilbanks Smith & Thomas Asset Management
Virginia
$26.5M
4
OP
4
ORG Partners
Indiana
$20.2M
5
Ameriprise
5
Ameriprise
Minnesota
$17.3M

Top Sellers

1
RH
1
RenaissanceRe Holdings
Bermuda
$0
2
State of Tennessee, Department of Treasury
2
State of Tennessee, Department of Treasury
Tennessee
$0
3
Nomura Asset Management
3
Nomura Asset Management
Japan
$33.7M
4
UBS Group
4
UBS Group
Switzerland
$23.9M
5
WEG
5
World Equity Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KFS
251
Kelly Financial Services
Massachusetts
$94.6K -$12K -473 -11%
APC
252
Aspire Private Capital
North Carolina
$81K -$2.64K -104 -3%
SIS
253
Sound Income Strategies
Florida
$77K -$4.06K -160 -5%
OLVIG
254
Oliver Lagore Vanvalin Investment Group
Michigan
$72.3K -$3.07K -121 -4%
GI
255
Gradient Investments
Minnesota
$69.9K -$109K -4,304 -61%
Fidelity Investments
256
Fidelity Investments
Massachusetts
$65.6K +$54.2K +2,137 +476%
FFA
257
Founders Financial Alliance
North Carolina
$50.6K +$710 +28 +1%
PNC Financial Services Group
258
PNC Financial Services Group
Pennsylvania
$47.5K -$13.5K -532 -22%
EWA
259
EverSource Wealth Advisors
Alabama
$47.2K -$8.15K -321 -15%
MHR
260
Matthew Hamilton Rosenberg
$46.2K -$130K -5,109 -74%
IAIM
261
Industrial Alliance Investment Management
Quebec, Canada
$46K – – –
NFSG
262
Newbridge Financial Services Group
Florida
$38.7K – – –
RFA
263
Resurgent Financial Advisors
Georgia
$34.3K +$6.6K +260 +24%
CIA
264
Cape Investment Advisory
Georgia
$34K -$1.27K -50 -4%
FGAM
265
Financial Gravity Asset Management
Texas
$33K +$3.36K +71 +11%
GFPC
266
Global Financial Private Client
Florida
$30.3K -$22.4K -889 -43%
CWP
267
Concord Wealth Partners
Virginia
$29.2K +$12K +472 +69%
NRC
268
New Republic Capital
North Carolina
$29.2K +$102 +4 +0.3%
ACA
269
Aptus Capital Advisors
Alabama
$26.7K +$25 +1 +0.1%
AWM
270
Angeles Wealth Management
California
$26.3K +$5.66K +223 +27%
WOSD
271
WFA of San Diego
California
$20.7K +$20.7K +815 New
HT
272
Headlands Technologies
Illinois
$16.2K +$16.2K +637 New
AWM
273
Ameliora Wealth Management
Switzerland
$12.8K – – –
CAS
274
Coppell Advisory Solutions
Texas
$11.1K +$11.1K +441 New
BWM
275
Baystate Wealth Management
Massachusetts
$10.8K -$6.55K -258 -38%
9 10
11
12 13