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iShares Fallen Angels USD Bond ETF

222 hedge funds and large institutions have $1.96B invested in iShares Fallen Angels USD Bond ETF in 2021 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 64 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,613% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 8

463% more capital invested

Capital invested by funds: $348M → $1.96B (+$1.61B)

300% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 16

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

139% more funds holding

Funds holding: 93222 (+129)

6.91% more ownership

Funds ownership: 83.76%90.67% (+6.9%)

Holders
222
Holders Change
+129
Holders Change %
+138.71%
% of All Funds
3.9%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.11%
New
137
Increased
64
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
26
Capital Investment Advisory Services
North Carolina
$9.54M +$2.54M +86,589 +36%
TSA
27
Tri-Star Advisors
Texas
$9.48M +$9.46M +322,686 New
CTB
28
Country Trust Bank
Illinois
$8.98M +$9M +307,000 New
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$7.82M +$894K +30,477 +13%
AssetMark Inc
30
AssetMark Inc
California
$7.82M +$188K +6,401 +2%
NA
31
NewEdge Advisors
Louisiana
$7.81M +$7.84M +267,140 New
AWM
32
AE Wealth Management
Kansas
$7M +$6.23M +212,319 +783%
AI
33
Atria Investments
North Carolina
$6.27M +$4.41M +150,410 +235%
BCA
34
Biltmore Capital Advisors
New Jersey
$5.23M +$1.26M +42,897 +32%
CS
35
Comerica Securities
Michigan
$5.18M +$5.19M +177,085 New
SIS
36
Sound Income Strategies
Florida
$5.12M +$3.84M +130,893 +297%
BCM
37
Brookstone Capital Management
Illinois
$5.04M +$5.05M +172,254 New
CFGS
38
Concourse Financial Group Securities
Alabama
$5.01M +$4.93M +168,220 +5,543%
SW
39
SteelPeak Wealth
California
$4.99M +$5.01M +170,724 New
WF
40
Williams Financial
Vermont
$4.78M +$4.8M +163,525 New
Renaissance Technologies
41
Renaissance Technologies
New York
$4.56M +$4.58M +156,100 New
CFG
42
Cooper Financial Group
California
$4.36M +$4.37M +149,018 New
IWP
43
Insight Wealth Partners
Texas
$4.24M +$1.74M +59,356 +69%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$4.19M +$1.57M +53,569 +60%
KAS
45
Kestra Advisory Services
Texas
$4.04M +$4.06M +138,329 New
CC
46
Copperleaf Capital
North Carolina
$3.88M +$3.89M +132,570 New
PFA
47
Pettinga Financial Advisors
Indiana
$3.87M +$3.88M +132,239 New
WP
48
WealthShield Partners
North Carolina
$3.82M +$3.83M +130,719 New
RJA
49
Raymond James & Associates
Florida
$3.76M +$3.49M +118,827 +1,219%
Allianz Asset Management
50
Allianz Asset Management
Germany
$3.73M +$3.75M +127,700 New