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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

301 hedge funds and large institutions have $1.55B invested in iShares Fallen Angels USD Bond ETF in 2022 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 50 increasing their positions, 188 reducing their positions, and 46 closing their positions.

Holders
301
Holders Change
-5
Holders Change %
-1.63%
% of All Funds
4.86%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
47
Increased
50
Reduced
188
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPW
1
Parcion Private Wealth
Washington
$35.8M
2
MG
2
Mather Group
Illinois
$124M
3
AF
3
Allworth Financial
California
$18.7M
4
Millennium Management
4
Millennium Management
New York
$12.3M
5
Jane Street
5
Jane Street
New York
$32.7M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$361M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$241M
3
Wells Fargo
3
Wells Fargo
California
$623K
4
CIAS
4
CFS Investment Advisory Services
New Jersey
$1.37M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$9.14M
Name Market Value Shares Shares
Change 		Shares
Change %
WP
26
WealthShield Partners
North Carolina
$8.47M 344,159 +285,052 +482%
CTB
27
Country Trust Bank
Illinois
$7.53M 306,000 – –
Stifel Financial
28
Stifel Financial
Missouri
$6.65M 270,381 -263,707 -49%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$6.03M 245,009 -318,790 -57%
AWS
30
Atria Wealth Solutions
New York
$5.85M 237,878 -100,659 -30%
CAN
31
Cetera Advisor Networks
California
$5.81M 236,019 +117,346 +99%
Betterment LLC
32
Betterment LLC
New York
$5.61M 228,046 +7,483 +3%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$5.52M 224,320 -172,570 -43%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$5.28M 214,509 -41,879 -16%
C1AG
35
Client 1st Advisory Group
Florida
$5.27M 214,064 -30,717 -13%
EP
36
Eudaimonia Partners
Tennessee
$5.18M 210,473 +210,473 New
BTI
37
Blue Trust Inc
Georgia
$4.37M 182,652 -114,524 -39%
BAAM
38
Baker Avenue Asset Management
California
$4.27M 173,493 +132,848 +327%
AAS
39
Asset Allocation Strategies
Michigan
$4.2M 170,759 +170,759 New
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$4.15M 168,673 -85,524 -34%
HGWM
41
Horst & Graben Wealth Management
Oregon
$4.14M 168,222 -100,715 -37%
JC
42
JB Capital
Connecticut
$3.83M 155,518 -309,469 -67%
SWM
43
SigFig Wealth Management
California
$3.8M 24,160 -29,200 -55%
CPO
44
Cerity Partners OCIO
New York
$3.4M 138,037 -5,969 -4%
KAS
45
Kestra Advisory Services
Texas
$3.38M 137,422 -123,108 -47%
KIA
46
Kraematon Investment Advisors
Massachusetts
$3.12M 126,853 +6,139 +5%
OIA
47
OneDigital Investment Advisors
Kansas
$3.09M 125,612 +4,482 +4%
IWC
48
Integrated Wealth Concepts
Massachusetts
$2.9M 117,681 +87,015 +284%
Nomura Asset Management
49
Nomura Asset Management
Japan
$2.87M 116,700 +116,700 New
CI
50
Cavalier Investments
Georgia
$2.86M 116,173 -14,170 -11%
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