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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 %
DF
276
Donoghue Forlines
Massachusetts
– -$2.01M -73,361 Closed
AI
277
AXS Investments
New York
– -$1.61M -59,018 Closed
Janney Montgomery Scott
278
Janney Montgomery Scott
Pennsylvania
– -$1.33M -48,547 Closed
Prudential Financial
279
Prudential Financial
New Jersey
– -$951K -34,775 Closed
VAS
280
Vestmark Advisory Solutions
Massachusetts
– -$861K -31,508 Closed
Millennium Management
281
Millennium Management
New York
– -$848K -31,023 Closed
SW
282
Simplicity Wealth
New Jersey
– -$761K -27,846 Closed
KFS
283
Kelly Financial Services
Massachusetts
– -$749K -27,412 Closed
HF
284
HRT Financial
New York
– -$730K -26,730 Closed
Susquehanna International Group
285
Susquehanna International Group
Pennsylvania
– -$587K -21,465 Closed
AI
286
Atria Investments
North Carolina
– -$567K -20,752 Closed
JC
287
JB Capital
Connecticut
– -$460K -16,840 Closed
QPWM
288
Quadrant Private Wealth Management
Pennsylvania
– -$454K -16,589 Closed
CCAL
289
City Center Advisors LLC
Michigan
– -$375K -13,707 Closed
DW30
290
Drucker Wealth 3.0
New Jersey
– -$312K -11,409 Closed
SXL
291
Summit X LLC
Missouri
– -$299K -11,406 Closed
PCA
292
Prosperity Capital Advisors
Ohio
– -$287K -10,514 Closed
PIMG
293
Patriot Investment Management Group
Tennessee
– -$284K -10,375 Closed
GFG
294
Goldstone Financial Group
Illinois
– -$259K -9,457 Closed
I
295
INVST
Indiana
– -$246K -9,007 Closed
Jane Street
296
Jane Street
New York
– -$233K -8,521 Closed
AFP
297
Alpha Financial Partners
Kentucky
– -$223K -8,160 Closed
EFG
298
Ehrlich Financial Group
California
– -$223K -8,160 Closed
HFA
299
High Falls Advisors
New York
– -$219K -8,027 Closed
OWA
300
Outlook Wealth Advisors
Texas
– -$203K -7,443 Closed
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12
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