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iShares Fallen Angels USD Bond ETF

263 hedge funds and large institutions have $1.15B invested in iShares Fallen Angels USD Bond ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 93 increasing their positions, 100 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
+1
Holders Change %
+0.38%
% of All Funds
3.83%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
31
Increased
93
Reduced
100
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TWC
251
TD Waterhouse Canada
Ontario, Canada
$2.99K
PCWA
252
Pacific Capital Wealth Advisors
California
$2.8K +$2.8K +107 New
TRCT
253
Tower Research Capital (TRC)
New York
$2.62K +$2.62K +100 New
NCM
254
Northwest Capital Management
Oregon
$2.1K -$179K -6,850 -99%
NFSG
255
Newbridge Financial Services Group
Florida
$1.81K
S
256
SignatureFD
Georgia
$1.79K +$210 +8 +13%
VWM
257
Venturi Wealth Management
Texas
$1.28K
CAL
258
Capital Analysts LLC
Pennsylvania
$1K -$50.3K -1,611 -98%
William Blair & Company
259
William Blair & Company
Illinois
$943
Jones Financial Companies
260
Jones Financial Companies
Missouri
$733 +$733 +28 New
FGAM
261
Financial Gravity Asset Management
Texas
$550 -$10.4K -397 -95%
DFA
262
DHJJ Financial Advisors
Illinois
$262
FCA
263
FinTrust Capital Advisors
South Carolina
$262
SFA
264
Semmax Financial Advisors
North Carolina
$39
APC
265
Aspire Private Capital
North Carolina
$32
SA
266
Scarborough Advisors
Maryland
$6 -$6
CIAS
267
Capital Investment Advisory Services
North Carolina
$4 -$97.2K -3,618 Closed
RCS
268
Retirement Capital Strategies
California
-$5.42M -201,944 Closed
Renaissance Technologies
269
Renaissance Technologies
New York
-$1.23M -45,863 Closed
VAG
270
VisionPoint Advisory Group
Texas
-$1.11M -41,233 Closed
FTUS
271
Flow Traders U.S.
New York
-$737K -27,423 Closed
HIC
272
Hartline Investment Corp
Illinois
-$569K -21,183 Closed
LWM
273
Liberty Wealth Management
California
-$428K -15,914 Closed
GAA
274
Global Assets Advisory
Florida
-$515K -13,694 Closed
CC
275
Copperleaf Capital
North Carolina
-$343K -12,765 Closed