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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

336 hedge funds and large institutions have $4.58B invested in iShares Fallen Angels USD Bond ETF in 2021 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 201 increasing their positions, 42 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+53
Holders Change %
+18.73%
% of All Funds
5.19%
Holding in Top 10
32
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+77.78%
% of All Funds
0.49%
New
83
Increased
201
Reduced
42
Closed
24
Calls
$291K
Puts
–
Net Calls
+$291K
Net Calls Change
+$493K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.26B
2
BlackRock
2
BlackRock
New York
$303M
3
LPL Financial
3
LPL Financial
California
$267M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$145M
5
Bank of America
5
Bank of America
North Carolina
$135M

Top Sellers

1
AIA
1
Angeles Investment Advisors
California
$89.6M
2
AP
2
Advisors Preferred
Maryland
$0
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$1.25M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Barclays
5
Barclays
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
276
Western Wealth Management
Colorado
$308K +$308K +10,307 New
SCFS
277
S.C. Financial Services
Arizona
$306K +$306K +10,356 New
TC
278
Toews Corporation
New Jersey
$300K -$1.05M -35,000 -78%
SS
279
Sunbelt Securities
Texas
$293K -$370K -13,086 -56%
SAM
280
Strategic Asset Management
Minnesota
$277K +$85.5K +2,849 +45%
SWM
281
Selective Wealth Management
Virginia
$272K +$144K +4,824 +113%
CWM
282
Capital Wealth Management
Rhode Island
$271K +$271K +9,064 New
MHR
283
Matthew Hamilton Rosenberg
$269K -$14.8K -676 -5%
RCM
284
Raleigh Capital Management
North Carolina
$264K +$264K +8,801 New
CA
285
CoreCap Advisors
Michigan
$259K +$259K +8,641 New
Renaissance Technologies
286
Renaissance Technologies
New York
$258K -$2.39M -79,800 -90%
SFG
287
Summit Financial Group
West Virginia
$255K +$255K +8,500 New
PWMG
288
Provence Wealth Management Group
California
$242K +$242K +8,068 New
PFS
289
Prospera Financial Services
Texas
$231K +$210 +7 +0.1%
PWM
290
Perigon Wealth Management
California
$230K +$230K +7,686 New
RF
291
RHS Financial
California
$225K -$16.7K -556 -7%
KCA
292
Karn Couzens & Associates
Connecticut
$225K +$225K +7,494 New
MAWAG
293
Mid-American Wealth Advisory Group
Missouri
$224K +$224K +7,477 New
GI
294
Gradient Investments
Minnesota
$223K -$31.9K -1,065 -13%
GA
295
Gateway Advisory
New Jersey
$222K – – –
LWAC
296
Laurel Wealth Advisors (California)
California
$220K +$220K +7,342 New
WS
297
Wedbush Securities
California
$206K -$26.4K -879 -11%
AFAS
298
Acorn Financial Advisory Services
Virginia
$202K +$202K +6,752 New
AA
299
Ancora Advisors
Ohio
$185K +$104K +3,479 +128%
EWA
300
EverSource Wealth Advisors
Alabama
$150K +$150K +4,986 New
10 11
12
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