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iShares Fallen Angels USD Bond ETF

291 hedge funds and large institutions have $1.3B invested in iShares Fallen Angels USD Bond ETF in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 126 increasing their positions, 114 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

18% more capital invested

Capital invested by funds: $1.1B → $1.3B (+$202M)

11% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 114

3.93% more ownership

Funds ownership: 72.11%76.04% (+3.9%)

0% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 36

1% less funds holding

Funds holding: 293291 (-2)

Holders
291
Holders Change
-2
Holders Change %
-0.68%
% of All Funds
4.57%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
36
Increased
126
Reduced
114
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$8.29M -$305K -12,211 -4%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$7.8M +$61.5K +2,459 +0.8%
CTB
28
Country Trust Bank
Illinois
$7.76M
DJSG
29
D.J. St. Germain
Massachusetts
$7.63M +$7.52M +300,582 New
AAS
30
Asset Allocation Strategies
Michigan
$7.16M +$5.74M +229,491 +434%
Betterment LLC
31
Betterment LLC
New York
$7.07M -$1.79M -71,670 -20%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$6.51M +$1.9M +75,908 +42%
TA
33
Tactive Advisors
Florida
$6.46M -$2.08M -82,944 -25%
Creative Planning
34
Creative Planning
Kansas
$6.27M +$2.04M +81,734 +49%
CWA
35
Continuum Wealth Advisors
New York
$5.91M +$3.17M +126,645 +119%
EWM
36
Executive Wealth Management
Michigan
$5.63M +$3.71M +148,386 +202%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$5.51M -$565K -22,598 -9%
AWS
38
Atria Wealth Solutions
New York
$5.12M -$506K -20,220 -9%
CAN
39
Cetera Advisor Networks
California
$5.01M +$39K +1,558 +0.8%
EP
40
Eudaimonia Partners
Tennessee
$4.94M +$4.46M +178,345 +1,081%
Stifel Financial
41
Stifel Financial
Missouri
$4.35M -$1.19M -47,536 -22%
C1AG
42
Client 1st Advisory Group
Florida
$4.33M -$854K -34,117 -17%
UCFA
43
United Capital Financial Advisors
Texas
$4.1M -$103K -4,102 -2%
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$4M -$971K -38,807 -20%
SW
45
SteelPeak Wealth
California
$3.87M +$1.86M +74,452 +95%
OIA
46
OneDigital Investment Advisors
Kansas
$3.84M +$52.2K +2,088 +1%
JC
47
JB Capital
Connecticut
$3.68M -$170K -6,788 -4%
IWC
48
Integrated Wealth Concepts
Massachusetts
$3.58M +$320K +12,808 +10%
SSA
49
Schonfeld Strategic Advisors
New York
$3.52M +$3.48M +138,930 New
KIA
50
Kraematon Investment Advisors
Massachusetts
$3.51M -$14.7K -589 -0.4%