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iShares Fallen Angels USD Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 31

1.39% less ownership

Funds ownership: 86.97%85.58% (-1.4%)

2% less funds holding

Funds holding: 312306 (-6)

25% less capital invested

Capital invested by funds: $2.45B → $1.84B (-$606M)

57% less funds holding in top 10

Funds holding in top 10: 146 (-8)

65% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 188

Holders
306
Holders Change
-6
Holders Change %
-1.92%
% of All Funds
5.27%
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
Name Holding Trade Value Shares
Change
Change in
Stake
CW
26
CreativeOne Wealth
Kansas
$11.3M -$3.61M -143,596 -23%
JC
27
JB Capital
Connecticut
$11.1M -$2.47M -98,231 -17%
WP
28
WealthSource Partners
California
$11M -$6.12M -243,467 -35%
State of New Jersey Common Pension Fund D
29
State of New Jersey Common Pension Fund D
New Jersey
$9.56M
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$9.49M -$909K -36,142 -8%
RJA
31
Raymond James & Associates
Florida
$9.12M -$3.97M -157,650 -29%
MSWMA
32
Market Street Wealth Management Advisors
Indiana
$8.16M -$3.94M -156,654 -31%
AWS
33
Atria Wealth Solutions
New York
$8.09M -$3.04M -120,809 -26%
BTI
34
Blue Trust Inc
Georgia
$7.32M -$2.66M -105,737 -26%
CTB
35
Country Trust Bank
Illinois
$7.31M
HGWM
36
Horst & Graben Wealth Management
Oregon
$6.43M -$3.09M -122,957 -31%
KAS
37
Kestra Advisory Services
Texas
$6.23M -$243K -9,656 -4%
AI
38
Atria Investments
North Carolina
$6.22M +$433K +17,226 +7%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$6.13M -$111K -4,400 -2%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$6.08M -$524K -20,820 -8%
C1AG
41
Client 1st Advisory Group
Florida
$5.85M -$310K -12,325 -5%
Betterment LLC
42
Betterment LLC
New York
$5.43M
NA
43
NewEdge Advisors
Louisiana
$4.96M -$2.25M -89,533 -30%
KFS
44
Kelly Financial Services
Massachusetts
$4.79M -$3.92M -155,711 -44%
SIS
45
Sound Income Strategies
Florida
$4.43M -$7.53M -299,368 -62%
LWA
46
Lineweaver Wealth Advisors
Ohio
$4.28M -$5.16M -205,270 -53%
SHIM
47
Stone House Investment Management
Pennsylvania
$4.22M +$1.09M +43,510 +33%
FIA
48
Foundations Investment Advisors
Arizona
$4.2M +$170K +6,762 +4%
MPW
49
MA Private Wealth
California
$4.16M -$122K -4,869 -3%
HFA
50
High Falls Advisors
New York
$4.15M -$999K -39,708 -19%