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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

257 hedge funds and large institutions have $1.15B invested in iShares Fallen Angels USD Bond ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 88 increasing their positions, 87 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
+32
Holders Change %
+14.22%
% of All Funds
3.77%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
62
Increased
88
Reduced
87
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$102M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$63.8M
3
Bank of America
3
Bank of America
North Carolina
$121M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$63M
5
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$16.2M

Top Sellers

1
Jane Street
1
Jane Street
New York
$5.14M
2
AIA
2
Angeles Investment Advisors
California
$0
3
BAAM
3
Baker Avenue Asset Management
California
$7.41M
4
SIS
4
Strategic Investment Solutions
Illinois
$37.9K
5
State of Tennessee, Department of Treasury
5
State of Tennessee, Department of Treasury
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
251
Salem Investment Counselors
North Carolina
$1.06K – – –
CP
252
Castleview Partners
Texas
$1.03K +$1.03K +39 New
William Blair & Company
253
William Blair & Company
Illinois
$950 +$950 +36 New
BNP Paribas Financial Markets
254
BNP Paribas Financial Markets
France
$792 -$264 -10 -25%
APC
255
Aspire Private Capital
North Carolina
$743 -$53 -2 -7%
SPIA
256
Steward Partners Investment Advisory
New York
$634 -$82.8K -3,134 -99%
BWM
257
Baystate Wealth Management
Massachusetts
$492 – – –
DFA
258
DHJJ Financial Advisors
Illinois
$264 – – –
FCA
259
FinTrust Capital Advisors
South Carolina
$264 – – –
SA
260
Scarborough Advisors
Maryland
$5 – – –
AIA
261
Angeles Investment Advisors
California
– -$26.4M -1,065,781 Closed
State of Tennessee, Department of Treasury
262
State of Tennessee, Department of Treasury
Tennessee
– -$10.1M -408,500 Closed
OMC
263
Old Mission Capital
Illinois
– -$4.02M -162,100 Closed
Susquehanna International Group
264
Susquehanna International Group
Pennsylvania
– -$2.99M -120,726 Closed
Squarepoint
265
Squarepoint
New York
– -$2.34M -94,207 Closed
SI
266
Saxon Interests
Texas
– -$1.58M -63,836 Closed
VC
267
Vicus Capital
Pennsylvania
– -$1.49M -60,171 Closed
WAS
268
Wealth Advisory Solutions
Indiana
– -$1.2M -48,396 Closed
Citadel Advisors
269
Citadel Advisors
Florida
– -$997K -40,192 Closed
FIA
270
Foundations Investment Advisors
Arizona
– -$527K -21,264 Closed
FTUS
271
Flow Traders U.S.
New York
– -$418K -16,849 Closed
HF
272
HRT Financial
New York
– -$394K -15,926 Closed
PA
273
PFG Advisors
Arizona
– -$334K -13,481 Closed
SPC
274
Sigma Planning Corp
Michigan
– -$291K -11,715 Closed
CWM
275
Certus Wealth Management
California
– -$271K -10,936 Closed
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