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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

53 hedge funds and large institutions have $210M invested in iShares Fallen Angels USD Bond ETF in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 8 reducing their positions, and 5 closing their positions.

Holders
53
Holders Change
+11
Holders Change %
+26.19%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
21
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CW
1
CreativeOne Wealth
Kansas
$8.22M
2
OIA
2
OneDigital Investment Advisors
Kansas
$2.23M
3
BRC
3
BHF RG Capital
Arizona
$1.58M
4
IWP
4
Insight Wealth Partners
Texas
$1.37M
5
FIM
5
Freedom Investment Management
Connecticut
$5.09M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$464K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
GM
3
GeoWealth Management
Illinois
$2.57M
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$1.6M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$437K
Name Market Value Shares Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$437K 18,868 -5,780 -23%
SMG
27
Smart Money Group
Texas
$415K 15,305 +881 +6%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$383K 14,101 +1,404 +11%
WI
29
WrapManager Inc
California
$330K 12,182 -346 -3%
US Bancorp
30
US Bancorp
Minnesota
$279K 10,300 +46 +0.4%
CPO
31
Cerity Partners OCIO
New York
$255K 9,299 – –
WAS
32
Wealth Advisory Solutions
Indiana
$235K 8,674 +8,674 New
AWM
33
AE Wealth Management
Kansas
$232K 8,548 +8,548 New
IWM
34
IHT Wealth Management
Illinois
$221K 8,143 +602 +8%
KWM
35
Kingsview Wealth Management
Oregon
$204K 7,534 +7,534 New
SS
36
Simplicity Solutions
Minnesota
$203K 7,495 +7,495 New
AF
37
Allworth Financial
California
$89K 3,300 +3,300 New
FGAM
38
Financial Gravity Asset Management
Texas
$27K 1,129 +427 +61%
ASN
39
Advisory Services Network
Georgia
$25K 913 +913 New
FCA
40
FinTrust Capital Advisors
South Carolina
$18K 681 – –
TRCT
41
Tower Research Capital (TRC)
New York
$4K 136 +136 New
IA
42
IFP Advisors
Florida
$3K 135 – –
LFG
43
LifePlan Financial Group
Ohio
$3K 129 – –
NFG
44
Next Financial Group
Texas
$2K 75 +75 New
GWMIA
45
Global Wealth Management Investment Advisory
Florida
$1K 21 +10 +91%
HIA
46
Harbor Investment Advisory
Maryland
$1K 32 +32 New
RG
47
Retirement Group
California
$1K 48 +48 New
Citadel Advisors
48
Citadel Advisors
Florida
– – -83,782 Closed
FAAS
49
First Allied Advisory Services
California
– – -267 Closed
UBS Group
50
UBS Group
Switzerland
– – -200 Closed
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