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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

293 hedge funds and large institutions have $1.1B invested in iShares Fallen Angels USD Bond ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 87 increasing their positions, 139 reducing their positions, and 49 closing their positions.

Holders
293
Holders Change
-8
Holders Change %
-2.66%
% of All Funds
4.69%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
48
Increased
87
Reduced
139
Closed
49
Calls
$33K
Puts
$3K
Net Calls
+$30K
Net Calls Change
+$30K

Top Buyers

1
Nomura Asset Management
1
Nomura Asset Management
Japan
$43.5M
2
Bank of America
2
Bank of America
North Carolina
$58.2M
3
MG
3
Mather Group
Illinois
$142M
4
UBS Group
4
UBS Group
Switzerland
$30.8M
5
State of Tennessee, Department of Treasury
5
State of Tennessee, Department of Treasury
Tennessee
$12.5M

Top Sellers

1
SCM
1
SCS Capital Management
Massachusetts
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$210M
3
PPW
3
Parcion Private Wealth
Washington
$3.45M
4
Jane Street
4
Jane Street
New York
$5.46M
5
BlackRock
5
BlackRock
New York
$35.4M
Name Market Value Shares Shares
Change 		Shares
Change %
AWS
26
Atria Wealth Solutions
New York
$5.61M 222,049 -15,829 -7%
Stifel Financial
27
Stifel Financial
Missouri
$5.53M 218,833 -51,548 -19%
Jane Street
28
Jane Street
New York
$5.46M 216,191 -1,113,079 -84%
Ameriprise
29
Ameriprise
Minnesota
$5.38M 212,617 -210,383 -50%
C1AG
30
Client 1st Advisory Group
Florida
$5.17M 204,641 -9,423 -4%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$4.97M 196,643 -17,866 -8%
CAN
32
Cetera Advisor Networks
California
$4.95M 195,757 -40,262 -17%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$4.57M 180,790 -43,530 -19%
UCFA
34
United Capital Financial Advisors
Texas
$4.18M 165,600 +113,157 +216%
Creative Planning
35
Creative Planning
Kansas
$4.18M 165,527 +51,580 +45%
JC
36
JB Capital
Connecticut
$3.84M 151,899 -3,619 -2%
OIA
37
OneDigital Investment Advisors
Kansas
$3.77M 149,311 +23,699 +19%
KIA
38
Kraematon Investment Advisors
Massachusetts
$3.51M 138,984 +12,131 +10%
PPW
39
Parcion Private Wealth
Washington
$3.45M 136,534 -1,316,853 -91%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$3.31M 131,096 -37,577 -22%
IWC
41
Integrated Wealth Concepts
Massachusetts
$3.24M 128,316 +10,635 +9%
CWM
42
Capital Wealth Management
Rhode Island
$3.24M 128,104 +99,458 +347%
AI
43
Atria Investments
North Carolina
$3.05M 120,864 -304,690 -72%
IWP
44
Insight Wealth Partners
Texas
$2.93M 116,013 +703 +0.6%
HAG
45
HF Advisory Group
Maryland
$2.82M 111,683 +14,053 +14%
DF
46
Donoghue Forlines
Massachusetts
$2.78M 109,919 +86,379 +367%
WEG
47
World Equity Group
Illinois
$2.77M 22,516 +13,927 +162%
CWA
48
Continuum Wealth Advisors
New York
$2.69M 106,352 +106,352 New
GVAG
49
Great Valley Advisor Group
Delaware
$2.61M 103,440 -723 -0.7%
NA
50
NewEdge Advisors
Louisiana
$2.16M 85,540 -13,670 -14%
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