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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

270 hedge funds and large institutions have $1.31B invested in iShares Fallen Angels USD Bond ETF in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 109 increasing their positions, 82 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
-2
Holders Change %
-0.74%
% of All Funds
3.6%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
45
Increased
109
Reduced
82
Closed
39
Calls
$27K
Puts
–
Net Calls
+$27K
Net Calls Change
+$27K

Top Buyers

1
Nomura Asset Management
1
Nomura Asset Management
Japan
$38M
2
State of Tennessee, Department of Treasury
2
State of Tennessee, Department of Treasury
Tennessee
$15.6M
3
MG
3
Mather Group
Illinois
$256M
4
Ameriprise
4
Ameriprise
Minnesota
$42.5M
5
SWP
5
Stratos Wealth Partners
Ohio
$6.15M

Top Sellers

1
TC
1
Toews Corporation
New Jersey
$0
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$13M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.6M
4
AssetMark Inc
4
AssetMark Inc
California
$503K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
251
CoreCap Advisors
Michigan
$3.27K – – –
PCWA
252
Pacific Capital Wealth Advisors
California
$3.01K +$53 +2 +2%
OSAM
253
O'Shaughnessy Asset Management
Connecticut
$2K +$2K +75 New
GWANC
254
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.95K +$1.95K +73 New
NFSG
255
Newbridge Financial Services Group
Florida
$1.84K – – –
GM
256
GeoWealth Management
Illinois
$1.6K -$3.27M -122,751 -100%
TAM
257
Tucker Asset Management
Colorado
$1.55K -$1.52K -57 -50%
Q1WB
258
Quest 10 Wealth Builders
Virginia
$1.52K +$1.52K +57 New
VWM
259
Venturi Wealth Management
Texas
$1.31K – – –
PPC
260
Park Place Capital
Alabama
$1.12K – – –
CAL
261
Capital Analysts LLC
Pennsylvania
$1K -$6.53K -209 -87%
S
262
SignatureFD
Georgia
$988 -$828 -31 -46%
William Blair & Company
263
William Blair & Company
Illinois
$962 -$1.68K -63 -64%
NMG
264
New Millennium Group
Utah
$881 +$881 +33 New
CFD
265
Creative Financial Designs
Indiana
$801 -$5.87K -220 -88%
AAP
266
Arax Advisory Partners
Colorado
$668 +$668 +25 New
AG
267
AmeriFlex Group
Nevada
$657 +$657 +24 New
DFA
268
DHJJ Financial Advisors
Illinois
$268 – – –
RWS
269
Retirement Wealth Solutions
Wisconsin
$123 +$123 +5 New
BNP Paribas Financial Markets
270
BNP Paribas Financial Markets
France
$80 -$453 -17 -85%
EPW
271
Endeavor Private Wealth
Kansas
$71 +$71 +3 New
SAM
272
Synergy Asset Management
Washington
$18 +$18 +1 New
SFA
273
Semmax Financial Advisors
North Carolina
$13 -$13 – –
TC
274
Toews Corporation
New Jersey
– -$7.23M -264,500 Closed
ECA
275
Elevation Capital Advisory
Oregon
– -$3.36M -122,805 Closed
9 10
11
12 13