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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 %
GWM
301
Geneos Wealth Management
Colorado
$140K +$42.1K +1,407 +43%
GIA
302
Goodwin Investment Advisory
Georgia
$131K +$131K +4,445 New
SL
303
Savior LLC
Massachusetts
$90K +$24.7K +821 +38%
NFSG
304
Newbridge Financial Services Group
Florida
$74K +$44K +1,471 +147%
FFA
305
Founders Financial Alliance
North Carolina
$72K +$51.9K +1,733 +259%
BFEC
306
Benjamin F. Edwards & Company
Missouri
$67K +$41.7K +1,395 +165%
IWP
307
IAG Wealth Partners
Wisconsin
$67K +$67K +2,229 New
ACA
308
Aptus Capital Advisors
Alabama
$62K +$61.5K +2,085 +13,031%
FA
309
Fortis Advisors
Pennsylvania
$58K +$19.3K +650 +50%
SC
310
SouthState Corp
Florida
$51K +$51K +1,714 New
LAS
311
Lloyd Advisory Services
Georgia
$40K +$40K +1,322 New
GEA
312
Glen Eagle Advisors
New Jersey
$39.6K +$31.3K +1,044 +377%
CWP
313
Concord Wealth Partners
Virginia
$37K +$37K +1,245 New
Fidelity Investments
314
Fidelity Investments
Massachusetts
$32K +$4.64K +155 +17%
SPA
315
Shore Point Advisors
New Jersey
$24K +$24K +795 New
PNC Financial Services Group
316
PNC Financial Services Group
Pennsylvania
$22K +$22K +737 New
GM
317
GeoWealth Management
Illinois
$21K – – –
CI
318
Cordant Inc
Oregon
$21K +$21K +704 New
CWS
319
Confluence Wealth Services
Pennsylvania
$19K +$19K +650 New
PFA
320
Professional Financial Advisors
Nebraska
$14K +$14K +483 New
SFM
321
Signet Financial Management
New Jersey
$13K +$13K +432 New
AWM
322
Avior Wealth Management
Nebraska
$10K +$113 +4 +1%
SMA
323
Sage Mountain Advisors
Georgia
$10K +$10K +340 New
TCWA
324
Ten Capital Wealth Advisors
Washington
$7K +$7K +221 New
UB
325
UMB Bank
Missouri
$7K +$7K +229 New
11 12
13
14 15