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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

337 hedge funds and large institutions have $3.21B invested in iShares Fallen Angels USD Bond ETF in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 83 increasing their positions, 186 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
5.33%
Holding in Top 10
19
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-40.63%
% of All Funds
0.3%
New
46
Increased
83
Reduced
186
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$105M
2
MG
2
Mather Group
Illinois
$89.7M
3
Wells Fargo
3
Wells Fargo
California
$111M
4
State of New Jersey Common Pension Fund D
4
State of New Jersey Common Pension Fund D
New Jersey
$24.4M
5
RH
5
RenaissanceRe Holdings
Bermuda
$84.4M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$770M
2
AIA
2
Angeles Investment Advisors
California
$0
3
BlackRock
3
BlackRock
New York
$203M
4
LPL Financial
4
LPL Financial
California
$176M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
351
Verdad Advisers
Massachusetts
– -$495K -16,500 Closed
AWA
352
Arkadios Wealth Advisors
Georgia
– -$477K -15,910 Closed
FHC
353
First Heartland Consultants
Missouri
– -$453 -15,145 Closed
SMH
354
Sanders Morris Harris
Texas
– -$430K -14,362 Closed
BIM
355
Bullseye Investment Management
Ohio
– -$404K -13,491 Closed
AFM
356
Andesa Financial Management
Pennsylvania
– -$390K -13,010 Closed
CFA
357
Cahill Financial Advisors
Minnesota
– -$343K -11,453 Closed
AWM
358
Axxcess Wealth Management
California
– -$325K -10,849 Closed
SCFS
359
S.C. Financial Services
Arizona
– -$306K -10,356 Closed
WWM
360
Western Wealth Management
Colorado
– -$308K -10,307 Closed
PWM
361
Perigon Wealth Management
California
– -$230K -7,686 Closed
RF
362
RHS Financial
California
– -$225K -7,509 Closed
MAWAG
363
Mid-American Wealth Advisory Group
Missouri
– -$224K -7,477 Closed
WS
364
Wedbush Securities
California
– -$206K -6,869 Closed
AFAS
365
Acorn Financial Advisory Services
Virginia
– -$202K -6,752 Closed
SPA
366
Shore Point Advisors
New Jersey
– -$24K -795 Closed
CI
367
Cordant Inc
Oregon
– -$21K -704 Closed
CWS
368
Confluence Wealth Services
Pennsylvania
– -$19K -650 Closed
SFM
369
Signet Financial Management
New Jersey
– -$13K -432 Closed
SMA
370
Sage Mountain Advisors
Georgia
– -$10K -340 Closed
UB
371
UMB Bank
Missouri
– -$7K -229 Closed
EWM
372
Evermay Wealth Management
Virginia
– -$4K -120 Closed
FWP
373
FAS Wealth Partners
Kansas
– -$1K -37 Closed
11 12 13 14
15