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iShares Fallen Angels USD Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

163% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 8

26% more funds holding

Funds holding: 4253 (+11)

5% more capital invested

Capital invested by funds: $201M → $210M (+$9.74M)

14.75% less ownership

Funds ownership: 140.86%126.11% (-15%)

Holders
53
Holders Change
+11
Holders Change %
+26.19%
% of All Funds
1.04%
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
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$437K -$154K -5,780 -23%
SMG
27
Smart Money Group
Texas
$415K +$23.5K +881 +6%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$383K +$37.5K +1,404 +11%
WI
29
WrapManager Inc
California
$330K -$9.24K -346 -3%
US Bancorp
30
US Bancorp
Minnesota
$279K +$1.23K +46 +0.4%
CPO
31
Cerity Partners OCIO
New York
$255K
WAS
32
Wealth Advisory Solutions
Indiana
$235K +$232K +8,674 New
AWM
33
AE Wealth Management
Kansas
$232K +$228K +8,548 New
IWM
34
IHT Wealth Management
Illinois
$221K +$16.1K +602 +8%
KWM
35
Kingsview Wealth Management
Oregon
$204K +$201K +7,534 New
SS
36
Simplicity Solutions
Minnesota
$203K +$200K +7,495 New
AF
37
Allworth Financial
California
$89K +$88.1K +3,300 New
FGAM
38
Financial Gravity Asset Management
Texas
$27K +$11.4K +427 +61%
ASN
39
Advisory Services Network
Georgia
$25K +$24.4K +913 New
FCA
40
FinTrust Capital Advisors
South Carolina
$18K
TRCT
41
Tower Research Capital (TRC)
New York
$4K +$3.63K +136 New
IA
42
IFP Advisors
Florida
$3K
LFG
43
LifePlan Financial Group
Ohio
$3K
NFG
44
Next Financial Group
Texas
$2K +$2K +75 New
GWMIA
45
Global Wealth Management Investment Advisory
Florida
$1K +$267 +10 +91%
HIA
46
Harbor Investment Advisory
Maryland
$1K +$854 +32 New
RG
47
Retirement Group
California
$1K +$1.28K +48 New
Citadel Advisors
48
Citadel Advisors
Florida
-$2.25M -83,782 Closed
FAAS
49
First Allied Advisory Services
California
-$6K -267 Closed
UBS Group
50
UBS Group
Switzerland
-$5K -200 Closed