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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

306 hedge funds and large institutions have $1.84B invested in iShares Fallen Angels USD Bond ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 65 increasing their positions, 188 reducing their positions, and 31 closing their positions.

Holders
306
Holders Change
-6
Holders Change %
-1.92%
% of All Funds
5.29%
Holding in Top 10
6
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-57.14%
% of All Funds
0.1%
New
31
Increased
65
Reduced
188
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State of Tennessee, Department of Treasury
1
State of Tennessee, Department of Treasury
Tennessee
$12.8M
2
MG
2
Mather Group
Illinois
$102M
3
CIAS
3
CFS Investment Advisory Services
New Jersey
$3.55M
4
OIA
4
OneDigital Investment Advisors
Kansas
$2.9M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.08M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$396M
2
BlackRock
2
BlackRock
New York
$91.6M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$89.7M
4
Jane Street
4
Jane Street
New York
$21M
5
LPL Financial
5
LPL Financial
California
$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHC
301
First Heartland Consultants
Missouri
$286 -$73 -3,047 -20%
FGAM
302
Financial Gravity Asset Management
Texas
$156 -$7 -1 -4%
SWM
303
Scissortail Wealth Management
Oklahoma
– -$3.3M -110,168 Closed
OMC
304
Old Mission Capital
Illinois
– -$2.69M -109,403 Closed
BS
305
Banco Santander
Spain
– -$1.4M -56,858 Closed
PPP
306
Private Portfolio Partners
New Jersey
– -$1.02M -41,431 Closed
RCS
307
Retirement Capital Strategies
California
– -$944K -38,318 Closed
TFA
308
Teamwork Financial Advisors
Texas
– -$820K -33,316 Closed
JSW
309
Journey Strategic Wealth
New Jersey
– -$796K -32,339 Closed
VC
310
Veracity Capital
Georgia
– -$403K -16,385 Closed
MWM
311
Maripau Wealth Management
Indiana
– -$405K -15,783 Closed
BWM
312
BlackDiamond Wealth Management
New York
– -$383K -15,277 Closed
EA
313
Emerald Advisors
Washington
– -$319K -12,945 Closed
AWM
314
Apollon Wealth Management
South Carolina
– -$282K -11,458 Closed
RSWM
315
Robertson Stephens Wealth Management
California
– -$270K -11,007 Closed
PFA
316
Pinnacle Family Advisors
Missouri
– -$232K -9,406 Closed
GA
317
Gateway Advisory
New Jersey
– -$219K -8,900 Closed
TA
318
TrueWealth Advisors
Alabama
– -$215K -8,740 Closed
KA
319
Kovack Advisors
Florida
– -$206K -8,387 Closed
TWM
320
Trinity Wealth Management
Pennsylvania
– -$204K -8,275 Closed
TCMP
321
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$201K -8,154 Closed
CA
322
CoreCap Advisors
Michigan
– -$68K -2,762 Closed
RIM
323
Rockbridge Investment Management
New York
– -$66.1K -2,686 Closed
CWP
324
Concord Wealth Partners
Virginia
– -$52K -2,122 Closed
SFC
325
SYM Financial Corp
Indiana
– -$18K -719 Closed
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13
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