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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

51 hedge funds and large institutions have $307M invested in iShares Fallen Angels USD Bond ETF in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 12 closing their positions.

Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
13
Increased
17
Reduced
14
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SS
1
Sunbelt Securities
Texas
$74.7M
2
Jane Street
2
Jane Street
New York
$20.5M
3
CCP
3
Cardan Capital Partners
Colorado
$5.78M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.16M
5
FTUS
5
Flow Traders U.S.
New York
$3.15M

Top Sellers

1
FIM
1
Freedom Investment Management
Connecticut
$3.76M
2
Bank of America
2
Bank of America
North Carolina
$3.22M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$0
4
DP
4
Denver PWM
Colorado
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ARG
26
Advisory Resource Group
Oklahoma
$438K 19,510 +2,316 +13%
SMG
27
Smart Money Group
Texas
$376K 16,746 +1,441 +9%
WAS
28
Wealth Advisory Solutions
Indiana
$339K 15,151 +6,477 +75%
C1AG
29
Client 1st Advisory Group
Florida
$300K 13,353 -4,720 -26%
AWM
30
AE Wealth Management
Kansas
$261K 11,633 +3,085 +36%
SS
31
Simplicity Solutions
Minnesota
$237K 10,568 +3,073 +41%
CA
32
Continuum Advisory
Idaho
$228K 10,400 +10,400 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$194K 8,608 -5,493 -39%
US Bancorp
34
US Bancorp
Minnesota
$125K 5,586 -4,714 -46%
AF
35
Allworth Financial
California
$110K 4,919 +1,619 +49%
SPIA
36
Steward Partners Investment Advisory
New York
$33K 1,500 +1,500 New
AIC
37
Ameritas Investment Company
Nebraska
$22K 1,000 +1,000 New
FCA
38
FinTrust Capital Advisors
South Carolina
$15K 681 – –
SIM
39
Sonora Investment Management
Arizona
$10K 430 +430 New
UBS Group
40
UBS Group
Switzerland
$9K 422 +422 New
ASN
41
Advisory Services Network
Georgia
$8K 347 -566 -62%
IA
42
IFP Advisors
Florida
$7K 318 +183 +136%
FGAM
43
Financial Gravity Asset Management
Texas
$6.86K 311 -818 -72%
LFG
44
LifePlan Financial Group
Ohio
$3K 129 – –
NFG
45
Next Financial Group
Texas
$2K 80 +5 +7%
LS
46
Leelyn Smith
Illinois
$2K 68 +68 New
HighTower Advisors
47
HighTower Advisors
Illinois
– – -49,426 Closed
DP
48
Denver PWM
Colorado
– – -27,942 Closed
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
– – -19,228 Closed
WI
50
WrapManager Inc
California
– – -12,182 Closed
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