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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

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.

Holders
291
Holders Change
-2
Holders Change %
-0.68%
% of All Funds
4.59%
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
–

Top Buyers

1
SFSG
1
Sound Financial Strategies Group
Mississippi
$61.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$239M
3
WSTAM
3
Wilbanks Smith & Thomas Asset Management
Virginia
$26.5M
4
OP
4
ORG Partners
Indiana
$20.2M
5
Ameriprise
5
Ameriprise
Minnesota
$17.3M

Top Sellers

1
RH
1
RenaissanceRe Holdings
Bermuda
$0
2
State of Tennessee, Department of Treasury
2
State of Tennessee, Department of Treasury
Tennessee
$0
3
Nomura Asset Management
3
Nomura Asset Management
Japan
$33.7M
4
UBS Group
4
UBS Group
Switzerland
$23.9M
5
WEG
5
World Equity Group
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$8.29M 326,918 -12,211 -4%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$7.8M 307,530 +2,459 +0.8%
CTB
28
Country Trust Bank
Illinois
$7.76M 306,000 – –
DJSG
29
D.J. St. Germain
Massachusetts
$7.63M 300,582 +300,582 New
AAS
30
Asset Allocation Strategies
Michigan
$7.16M 282,383 +229,491 +434%
Betterment LLC
31
Betterment LLC
New York
$7.07M 278,691 -71,670 -20%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$6.51M 256,698 +75,908 +42%
TA
33
Tactive Advisors
Florida
$6.46M 254,510 -82,944 -25%
Creative Planning
34
Creative Planning
Kansas
$6.27M 247,261 +81,734 +49%
CWA
35
Continuum Wealth Advisors
New York
$5.91M 232,997 +126,645 +119%
EWM
36
Executive Wealth Management
Michigan
$5.63M 221,988 +148,386 +202%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$5.51M 217,249 -22,598 -9%
AWS
38
Atria Wealth Solutions
New York
$5.12M 201,829 -20,220 -9%
CAN
39
Cetera Advisor Networks
California
$5.01M 197,315 +1,558 +0.8%
EP
40
Eudaimonia Partners
Tennessee
$4.94M 194,837 +178,345 +1,081%
Stifel Financial
41
Stifel Financial
Missouri
$4.35M 171,297 -47,536 -22%
C1AG
42
Client 1st Advisory Group
Florida
$4.33M 170,524 -34,117 -17%
UCFA
43
United Capital Financial Advisors
Texas
$4.1M 161,498 -4,102 -2%
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$4M 157,836 -38,807 -20%
SW
45
SteelPeak Wealth
California
$3.87M 152,653 +74,452 +95%
OIA
46
OneDigital Investment Advisors
Kansas
$3.84M 151,399 +2,088 +1%
JC
47
JB Capital
Connecticut
$3.68M 145,111 -6,788 -4%
IWC
48
Integrated Wealth Concepts
Massachusetts
$3.58M 141,124 +12,808 +10%
SSA
49
Schonfeld Strategic Advisors
New York
$3.52M 138,930 +138,930 New
KIA
50
Kraematon Investment Advisors
Massachusetts
$3.51M 138,395 -589 -0.4%
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