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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

312 hedge funds and large institutions have $2.45B invested in iShares Fallen Angels USD Bond ETF in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 60 increasing their positions, 198 reducing their positions, and 55 closing their positions.

Holders
312
Holders Change
-25
Holders Change %
-7.42%
% of All Funds
5.28%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.24%
New
34
Increased
60
Reduced
198
Closed
55
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
SCS Capital Management
Massachusetts
$61.1M
2
MG
2
Mather Group
Illinois
$92.2M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$6.42M
4
MFG
4
Merit Financial Group
Georgia
$6.59M
5
PWM
5
Perigon Wealth Management
California
$2.44M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$5.57M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$599M
3
BlackRock
3
BlackRock
New York
$142M
4
5L
4
55I LLC
Massachusetts
$0
5
Jane Street
5
Jane Street
New York
$60.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBHC
301
Brown Brothers Harriman & Co
New York
$2K +$2K +92 New
FMP
302
Financial Management Professionals
Texas
$1K – – –
William Blair & Company
303
William Blair & Company
Illinois
$1K – – –
SIM
304
Studio Investment Management
Illinois
$1K +$1K +33 New
IAMOG
305
Investors Asset Management of Georgia
Georgia
$1K +$1K +38 New
LPWM
306
Lake Point Wealth Management
Texas
$1K +$1K +44 New
BRWM
307
B. Riley Wealth Management
Tennessee
$410 – – –
IAIM
308
International Assets Investment Management
Florida
$324 +$324 +12,146 New
FGAM
309
Financial Gravity Asset Management
Texas
$161 -$19 -3 -11%
AR
310
Apeiron RIA
Texas
$46 -$16 -6,506 -26%
5L
311
55I LLC
Massachusetts
– -$33.8M -1,216,510 Closed
FS
312
Ferguson Shapiro
Georgia
– -$10.6M -381,697 Closed
PWS
313
Paragon Wealth Strategies
Florida
– -$9.6M -345,813 Closed
WF
314
Williams Financial
Vermont
– -$7.13M -256,904 Closed
Nomura Asset Management
315
Nomura Asset Management
Japan
– -$7.1M -255,600 Closed
Millennium Management
316
Millennium Management
New York
– -$4.12M -148,577 Closed
Renaissance Technologies
317
Renaissance Technologies
New York
– -$3.38M -121,768 Closed
FWM
318
Forefront Wealth Management
Pennsylvania
– -$3.22M -115,978 Closed
HCA
319
Heck Capital Advisors
Wisconsin
– -$3.15M -113,479 Closed
VCM
320
Virtue Capital Management
Tennessee
– -$1.68M -60,348 Closed
AC
321
Avestar Capital
New York
– -$1.25M -44,886 Closed
4WM
322
4J Wealth Management
Virginia
– -$1.08M -39,045 Closed
SAM
323
Secure Asset Management
Michigan
– -$794K -28,590 Closed
GFPC
324
Global Financial Private Client
Florida
– -$726K -26,271 Closed
LA
325
Latitude Advisors
Florida
– -$673K -24,231 Closed
11 12
13
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