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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 %
CAAS
326
Capital Asset Advisory Services
Michigan
$6K -$1.02K -34 -15%
LWM
327
Liberty Wealth Management
California
$4K -$2.82M -93,765 Closed
EWM
328
Evermay Wealth Management
Virginia
$4K +$4K +120 New
AWM
329
Accel Wealth Management
Iowa
$3K – – –
William Blair & Company
330
William Blair & Company
Illinois
$2K – – –
HWA
331
HHM Wealth Advisors
Tennessee
$1K – – –
FWP
332
FAS Wealth Partners
Kansas
$1K +$1K +37 New
FMP
333
Financial Management Professionals
Texas
$1K +$1K +50 New
TAM
334
Tucker Asset Management
Colorado
$539 – – –
FHC
335
First Heartland Consultants
Missouri
$453 +$216 +7,224 +91%
FGAM
336
Financial Gravity Asset Management
Texas
$197 +$164 +25 +500%
AP
337
Advisors Preferred
Maryland
– -$23.5M -782,100 Closed
Goldman Sachs
338
Goldman Sachs
New York
– -$16.7M -555,193 Closed
Barclays
339
Barclays
United Kingdom
– -$9.91M -329,092 Closed
BS
340
Banco Santander
Spain
– -$8.75M -290,434 Closed
FTUS
341
Flow Traders U.S.
New York
– -$8.35M -277,353 Closed
CRI
342
Colonial River Investments
Virginia
– -$3.02M -100,875 Closed
NAG
343
Northstar Advisory Group
New Jersey
– -$2.92M -96,978 Closed
RCS
344
Retirement Capital Strategies
California
– -$2.11M -69,980 Closed
MCIA
345
Mountain Capital Investment Advisors
Colorado
– -$978K -32,877 Closed
SC
346
Scotia Capital
Ontario, Canada
– -$532K -17,675 Closed
CWM
347
CCG Wealth Management
California
– -$500K -16,595 Closed
SIM
348
Stratos Investment Management
Ohio
– -$465K -15,440 Closed
IWS
349
Insight Wealth Strategies
California
– -$453K -15,055 Closed
DAS
350
Dynamic Advisor Solutions
Arizona
– -$410K -13,617 Closed
11 12 13
14
15