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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

301 hedge funds and large institutions have $1.55B invested in iShares Fallen Angels USD Bond ETF in 2022 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 50 increasing their positions, 188 reducing their positions, and 46 closing their positions.

Holders
301
Holders Change
-5
Holders Change %
-1.63%
% of All Funds
4.86%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
47
Increased
50
Reduced
188
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPW
1
Parcion Private Wealth
Washington
$35.8M
2
MG
2
Mather Group
Illinois
$124M
3
AF
3
Allworth Financial
California
$18.7M
4
Millennium Management
4
Millennium Management
New York
$12.3M
5
Jane Street
5
Jane Street
New York
$32.7M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$361M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$241M
3
Wells Fargo
3
Wells Fargo
California
$623K
4
CIAS
4
CFS Investment Advisory Services
New Jersey
$1.37M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$9.14M
Name Market Value Shares Shares
Change 		Shares
Change %
WOSD
276
WFA of San Diego
California
$19K 770 +770 New
National Bank of Canada
277
National Bank of Canada
Quebec, Canada
$17.9K 727 – –
RCM
278
Raleigh Capital Management
North Carolina
$16K 651 -1,705 -72%
LS
279
Leelyn Smith
Illinois
$15.4K 627 – –
DWP
280
Destiny Wealth Partners
Florida
$14.9K 606 +606 New
BFEC
281
Benjamin F. Edwards & Company
Missouri
$14K 563 -649 -54%
HR
282
Howe & Rusling
New York
$12.6K 510 +510 New
AWM
283
Ameliora Wealth Management
Switzerland
$12.5K 506 – –
DAM
284
Delta Asset Management
Tennessee
$8.44K 343 +343 New
FA
285
Fortis Advisors
Pennsylvania
$7.91K 321 -759 -70%
DJSG
286
D.J. St. Germain
Massachusetts
$7.37K 299,306 +299,306 New
AWM
287
Accel Wealth Management
Iowa
$5.37K 218 – –
FCA
288
Fortis Capital Advisors
Kansas
$4.4K 179 +179 New
TAM
289
Tucker Asset Management
Colorado
$4.26K 173 -49 -22%
MWC
290
MBM Wealth Consultants
Missouri
$3K 128 -189 -60%
MPWT
291
MassMutual Private Wealth & Trust
Connecticut
$3K 130 +130 New
BBHC
292
Brown Brothers Harriman & Co
New York
$2.26K 92 – –
RBC
293
Romano Brothers & Co
Illinois
$2.19K 89 +89 New
MWM
294
Mascoma Wealth Management
New Hampshire
$2.17K 88 – –
JPMorgan Chase & Co
295
JPMorgan Chase & Co
New York
$1K 21 -15,557 -100%
FMP
296
Financial Management Professionals
Texas
$1K 50 – –
CA
297
Centerpoint Advisors
Massachusetts
$1K 44 +44 New
Fidelity Investments
298
Fidelity Investments
Massachusetts
$172 7 -10 -59%
BWL
299
Bogart Wealth LLC
Virginia
$123 5 – –
State of Tennessee, Department of Treasury
300
State of Tennessee, Department of Treasury
Tennessee
– – -534,200 Closed
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12
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