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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

225 hedge funds and large institutions have $883M invested in iShares Fallen Angels USD Bond ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 56 increasing their positions, 124 reducing their positions, and 92 closing their positions.

Holders
225
Holders Change
-66
Holders Change %
-22.68%
% of All Funds
3.59%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
28
Increased
56
Reduced
124
Closed
92
Calls
$10K
Puts
$2K
Net Calls
+$8K
Net Calls Change
+$8K

Top Buyers

1
Jane Street
1
Jane Street
New York
$45M
2
AIA
2
Angeles Investment Advisors
California
$26.4M
3
OPAM
3
Ocean Park Asset Management
California
$24.3M
4
Bank of America
4
Bank of America
North Carolina
$79.8M
5
SIS
5
Strategic Investment Solutions
Illinois
$14.1M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$36.3M
2
SFSG
2
Sound Financial Strategies Group
Mississippi
$0
3
LPL Financial
3
LPL Financial
California
$35.3M
4
WSTAM
4
Wilbanks Smith & Thomas Asset Management
Virginia
$0
5
OP
5
ORG Partners
Indiana
$1.97K
Name Market Value Shares Shares
Change 		Shares
Change %
DE
251
Day & Ennis
Georgia
– – -29,407 Closed
KFSC
252
Keystone Financial Services (Colorado)
Colorado
– – -28,081 Closed
SB
253
Strategic Blueprint
Georgia
– – -27,384 Closed
HighTower Advisors
254
HighTower Advisors
Illinois
– – -26,621 Closed
MOS
255
MGO One Seven
Ohio
– – -25,067 Closed
BHWM
256
Bay Harbor Wealth Management
Maryland
– – -24,524 Closed
CWM
257
Centurion Wealth Management
Virginia
– – -23,723 Closed
FEM
258
Fulcrum Equity Management
Texas
– – -23,602 Closed
SWM
259
SigFig Wealth Management
California
– – -23,383 Closed
RA
260
RFG Advisory
Alabama
– – -23,037 Closed
Renaissance Technologies
261
Renaissance Technologies
New York
– – -22,700 Closed
SF
262
Symphony Financial
Texas
– – -22,454 Closed
HKIMG
263
Hutchens & Kramer Investment Management Group
Indiana
– – -21,481 Closed
Thrivent Financial for Lutherans
264
Thrivent Financial for Lutherans
Minnesota
– – -21,295 Closed
FFN
265
Focus Financial Network
Minnesota
– – -20,281 Closed
WWG
266
West Wealth Group
California
– – -19,924 Closed
RIA
267
Regal Investment Advisors
Michigan
– – -19,447 Closed
CWS
268
Cypress Wealth Services
California
– – -19,392 Closed
CC
269
Copperleaf Capital
North Carolina
– – -19,032 Closed
MFG
270
Merit Financial Group
Georgia
– – -18,838 Closed
I
271
INVST
Indiana
– – -18,536 Closed
Qube Research & Technologies (QRT)
272
Qube Research & Technologies (QRT)
United Kingdom
– – -16,248 Closed
MWM
273
Mission Wealth Management
California
– – -15,418 Closed
KWS
274
Keystone Wealth Services
California
– – -14,644 Closed
CWA
275
Clearview Wealth Advisors
Oregon
– – -14,295 Closed
9 10
11
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