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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

312 hedge funds and large institutions have $2.45B invested in iShares Fallen Angels USD Bond ETF in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 60 increasing their positions, 198 reducing their positions, and 55 closing their positions.

Holders
312
Holders Change
-25
Holders Change %
-7.42%
% of All Funds
5.28%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.24%
New
34
Increased
60
Reduced
198
Closed
55
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
SCS Capital Management
Massachusetts
$61.1M
2
MG
2
Mather Group
Illinois
$92.2M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$6.42M
4
MFG
4
Merit Financial Group
Georgia
$6.59M
5
PWM
5
Perigon Wealth Management
California
$2.44M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$5.57M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$599M
3
BlackRock
3
BlackRock
New York
$142M
4
5L
4
55I LLC
Massachusetts
$0
5
Jane Street
5
Jane Street
New York
$60.5M
Name Market Value Shares Shares
Change 		Shares
Change %
JC
26
JB Capital
Connecticut
$13.9M 563,218 -178,999 -24%
RJA
27
Raymond James & Associates
Florida
$13.3M 539,007 -154,067 -22%
MSWMA
28
Market Street Wealth Management Advisors
Indiana
$12.3M 497,988 -24,791 -5%
SIS
29
Sound Income Strategies
Florida
$11.9M 484,580 -368,947 -43%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$11.7M 475,397 -67,127 -12%
AWS
31
Atria Wealth Solutions
New York
$11.3M 459,346 -141,382 -24%
BTI
32
Blue Trust Inc
Georgia
$11.2M 402,913 +402,913 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$10.7M 433,032 -42,370 -9%
State of New Jersey Common Pension Fund D
34
State of New Jersey Common Pension Fund D
New Jersey
$9.85M 400,000 -480,000 -55%
HGWM
35
Horst & Graben Wealth Management
Oregon
$9.65M 391,894 -41,436 -10%
LWA
36
Lineweaver Wealth Advisors
Ohio
$9.46M 384,422 -5,097 -1%
AWM
37
AE Wealth Management
Kansas
$9.41M 382,163 -133,999 -26%
KFS
38
Kelly Financial Services
Massachusetts
$8.77M 356,315 -18,946 -5%
CTB
39
Country Trust Bank
Illinois
$7.53M 306,000 – –
NA
40
NewEdge Advisors
Louisiana
$7.32M 297,120 -161,166 -35%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$6.77M 275,017 -45,197 -14%
KAS
42
Kestra Advisory Services
Texas
$6.65M 270,186 -20,714 -7%
SW
43
SteelPeak Wealth
California
$6.6M 267,960 -50,049 -16%
MFG
44
Merit Financial Group
Georgia
$6.59M 267,457 +104,839 +64%
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$6.42M 260,788 +160,658 +160%
C1AG
46
Client 1st Advisory Group
Florida
$6.33M 257,106 -21,355 -8%
TSA
47
Tri-Star Advisors
Texas
$6.27M 253,588 -71,948 -22%
AI
48
Atria Investments
North Carolina
$5.98M 242,848 -52,088 -18%
CS
49
Comerica Securities
Michigan
$5.81M 235,910 -36,304 -13%
CIAS
50
CFS Investment Advisory Services
New Jersey
$5.57M 226,222 -6,287,218 -97%
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