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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

306 hedge funds and large institutions have $1.84B invested in iShares Fallen Angels USD Bond ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 65 increasing their positions, 188 reducing their positions, and 31 closing their positions.

Holders
306
Holders Change
-6
Holders Change %
-1.92%
% of All Funds
5.29%
Holding in Top 10
6
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-57.14%
% of All Funds
0.1%
New
31
Increased
65
Reduced
188
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State of Tennessee, Department of Treasury
1
State of Tennessee, Department of Treasury
Tennessee
$12.8M
2
MG
2
Mather Group
Illinois
$102M
3
CIAS
3
CFS Investment Advisory Services
New Jersey
$3.55M
4
OIA
4
OneDigital Investment Advisors
Kansas
$2.9M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.08M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$396M
2
BlackRock
2
BlackRock
New York
$91.6M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$89.7M
4
Jane Street
4
Jane Street
New York
$21M
5
LPL Financial
5
LPL Financial
California
$115M
Name Market Value Shares Shares
Change 		Shares
Change %
CW
26
CreativeOne Wealth
Kansas
$11.3M 471,704 -143,596 -23%
JC
27
JB Capital
Connecticut
$11.1M 464,987 -98,231 -17%
WP
28
WealthSource Partners
California
$11M 459,397 -243,467 -35%
State of New Jersey Common Pension Fund D
29
State of New Jersey Common Pension Fund D
New Jersey
$9.56M 400,000 – –
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$9.49M 396,890 -36,142 -8%
RJA
31
Raymond James & Associates
Florida
$9.12M 381,357 -157,650 -29%
MSWMA
32
Market Street Wealth Management Advisors
Indiana
$8.16M 341,334 -156,654 -31%
AWS
33
Atria Wealth Solutions
New York
$8.09M 338,537 -120,809 -26%
BTI
34
Blue Trust Inc
Georgia
$7.32M 297,176 -105,737 -26%
CTB
35
Country Trust Bank
Illinois
$7.31M 306,000 – –
HGWM
36
Horst & Graben Wealth Management
Oregon
$6.43M 268,937 -122,957 -31%
KAS
37
Kestra Advisory Services
Texas
$6.23M 260,530 -9,656 -4%
AI
38
Atria Investments
North Carolina
$6.22M 260,074 +17,226 +7%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$6.13M 256,388 -4,400 -2%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$6.08M 254,197 -20,820 -8%
C1AG
41
Client 1st Advisory Group
Florida
$5.85M 244,781 -12,325 -5%
Betterment LLC
42
Betterment LLC
New York
$5.43M 220,563 – –
NA
43
NewEdge Advisors
Louisiana
$4.96M 207,587 -89,533 -30%
KFS
44
Kelly Financial Services
Massachusetts
$4.79M 200,604 -155,711 -44%
SIS
45
Sound Income Strategies
Florida
$4.43M 185,212 -299,368 -62%
LWA
46
Lineweaver Wealth Advisors
Ohio
$4.28M 179,152 -205,270 -53%
SHIM
47
Stone House Investment Management
Pennsylvania
$4.23M 176,778 +43,510 +33%
FIA
48
Foundations Investment Advisors
Arizona
$4.2M 175,894 +6,762 +4%
MPW
49
MA Private Wealth
California
$4.16M 174,201 -4,869 -3%
HFA
50
High Falls Advisors
New York
$4.15M 173,668 -39,708 -19%
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