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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

67 hedge funds and large institutions have $259M invested in iShares Fallen Angels USD Bond ETF in 2020 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 14 reducing their positions, and 9 closing their positions.

Holders
67
Holders Change
+7
Holders Change %
+11.67%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
29
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$6.98M
2
SL
2
Systelligence LLC
Minnesota
$4.78M
3
Stifel Financial
3
Stifel Financial
Missouri
$3.14M
4
Nomura Asset Management
4
Nomura Asset Management
Japan
$6.2M
5
Jane Street
5
Jane Street
New York
$3.84M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$5.36M
2
CW
2
CreativeOne Wealth
Kansas
$6.19M
3
JWCA
3
J.W. Cole Advisors
Florida
$0
4
OIA
4
OneDigital Investment Advisors
Kansas
$519K
5
IFWM
5
Institute for Wealth Management
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$891K 32,653 +61 +0.2%
ARG
27
Advisory Resource Group
Oklahoma
$720K 26,366 +7,196 +38%
SIS
28
Sound Income Strategies
Florida
$679K 24,880 +24,880 New
OWA
29
Outlook Wealth Advisors
Texas
$592K 21,674 -295 -1%
CF
30
Centaurus Financial
California
$521K 19,071 -1,574 -8%
OIA
31
OneDigital Investment Advisors
Kansas
$519K 19,002 -38,795 -67%
AWM
32
AE Wealth Management
Kansas
$487K 17,844 +6,073 +52%
AFP
33
Ausdal Financial Partners
Iowa
$478K 17,509 +17,509 New
SS
34
Simplicity Solutions
Minnesota
$477K 17,455 +6,133 +54%
C1AG
35
Client 1st Advisory Group
Florida
$418K 14,842 +3,689 +33%
GM
36
GeoWealth Management
Illinois
$405K 14,806 -19,903 -57%
RIM
37
Rockbridge Investment Management
New York
$393K 14,413 +250 +2%
EH
38
Equitable Holdings
New York
$366K 13,417 +13,417 New
Comerica Bank
39
Comerica Bank
Texas
$345K 12,428 +12,428 New
RIG
40
Roosevelt Investment Group
New York
$332K 12,161 +250 +2%
FTUS
41
Flow Traders U.S.
New York
$326K 11,935 +11,935 New
WAS
42
Wealth Advisory Solutions
Indiana
$299K 10,959 +58 +0.5%
WCG
43
Weaver Consulting Group
California
$261K 9,568 -1,245 -12%
AF
44
Allworth Financial
California
$252K 9,245 -795 -8%
KWM
45
Kingsview Wealth Management
Oregon
$239K 8,748 +12 +0.1%
Citigroup
46
Citigroup
New York
$230K 8,438 +2,811 +50%
IWM
47
IHT Wealth Management
Illinois
$211K 7,743 +7,743 New
CIAS
48
Capital Investment Advisory Services
North Carolina
$195K 7,150 +5,250 +276%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$192K 7,066 +1,104 +19%
GWS
50
Glassman Wealth Services
Virginia
$93K 3,400 +3,400 New
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