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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

262 hedge funds and large institutions have $1.21B invested in iShares Fallen Angels USD Bond ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 107 increasing their positions, 94 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
+5
Holders Change %
+1.95%
% of All Funds
3.8%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
34
Increased
107
Reduced
94
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Nomura Asset Management
1
Nomura Asset Management
Japan
$62.5M
2
AIA
2
Angeles Investment Advisors
California
$30.2M
3
Ameriprise
3
Ameriprise
Minnesota
$29.5M
4
Bank of America
4
Bank of America
North Carolina
$143M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$20.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$51.4M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$37.7M
3
AFO
3
Allie Family Office
Florida
$245K
4
TA
4
Tactive Advisors
Florida
$1.15M
5
DJSG
5
D.J. St. Germain
Massachusetts
$1.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
251
Concord Wealth Partners
Virginia
$6.88K -$11.1K -413 -62%
FMP
252
Financial Management Professionals
Texas
$6K – – –
BNP Paribas Financial Markets
253
BNP Paribas Financial Markets
France
$5.78K +$4.97K +185 +617%
EWA
254
EverSource Wealth Advisors
Alabama
$5.53K -$1.21K -46 -18%
AIC
255
Archer Investment Corporation
Indiana
$3.81K – – –
TWC
256
TD Waterhouse Canada
Ontario, Canada
$3.06K +$3.06K +115 New
NFSG
257
Newbridge Financial Services Group
Florida
$1.85K +$1.85K +69 New
S
258
SignatureFD
Georgia
$1.61K – – –
VWM
259
Venturi Wealth Management
Texas
$1.32K -$5.56K -207 -81%
SIC
260
Salem Investment Counselors
North Carolina
$1.08K – – –
William Blair & Company
261
William Blair & Company
Illinois
$967 – – –
DFA
262
DHJJ Financial Advisors
Illinois
$269 – – –
FCA
263
FinTrust Capital Advisors
South Carolina
$269 – – –
SFA
264
Semmax Financial Advisors
North Carolina
$38 -$3.34K -88 -99%
APC
265
Aspire Private Capital
North Carolina
$32 -$864 -27 -96%
SA
266
Scarborough Advisors
Maryland
$6 -$5 – –
GM
267
GeoWealth Management
Illinois
– -$2.6M -98,551 Closed
Verition Fund Management
268
Verition Fund Management
Connecticut
– -$502K -19,000 Closed
SA
269
Sunesis Advisors
Kansas
– -$473K -17,929 Closed
OP
270
ORG Partners
Indiana
– -$396K -14,997 Closed
OWA
271
Outlook Wealth Advisors
Texas
– -$361K -13,672 Closed
CA
272
Calton & Associates
Florida
– -$344K -13,049 Closed
T
273
TNF
Montana
– -$320K -11,940 Closed
TC
274
Trilogy Capital
California
– -$305K -11,566 Closed
HKIMG
275
Hutchens & Kramer Investment Management Group
Indiana
– -$301K -11,385 Closed
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