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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

225 hedge funds and large institutions have $883M invested in iShares Fallen Angels USD Bond ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 56 increasing their positions, 124 reducing their positions, and 92 closing their positions.

Holders
225
Holders Change
-66
Holders Change %
-22.68%
% of All Funds
3.59%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
28
Increased
56
Reduced
124
Closed
92
Calls
$10K
Puts
$2K
Net Calls
+$8K
Net Calls Change
+$8K

Top Buyers

1
Jane Street
1
Jane Street
New York
$45M
2
AIA
2
Angeles Investment Advisors
California
$26.4M
3
OPAM
3
Ocean Park Asset Management
California
$24.3M
4
Bank of America
4
Bank of America
North Carolina
$79.8M
5
SIS
5
Strategic Investment Solutions
Illinois
$14.1M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$36.3M
2
SFSG
2
Sound Financial Strategies Group
Mississippi
$0
3
LPL Financial
3
LPL Financial
California
$35.3M
4
WSTAM
4
Wilbanks Smith & Thomas Asset Management
Virginia
$0
5
OP
5
ORG Partners
Indiana
$1.97K
Name Market Value Shares Shares
Change 		Shares
Change %
CWA
26
Continuum Wealth Advisors
New York
$6.19M 249,596 +16,599 +7%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$6.11M 246,306 -300,963 -55%
CA
28
Cetera Advisors
Colorado
$5.65M 227,866 -148,621 -39%
Osaic Holdings
29
Osaic Holdings
Arizona
$5.64M 227,367 -599,796 -73%
Betterment LLC
30
Betterment LLC
New York
$5.5M 221,936 -56,755 -20%
AWM
31
AE Wealth Management
Kansas
$4.97M 200,317 +144,180 +257%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$4.97M 200,242 -126,676 -39%
IPW
33
Impact Partnership Wealth
Georgia
$4.09M 164,866 +164,866 New
OMC
34
Old Mission Capital
Illinois
$4.02M 162,100 +44,528 +38%
IWC
35
Integrated Wealth Concepts
Massachusetts
$3.89M 157,050 +15,926 +11%
CWM
36
Capital Wealth Management
Rhode Island
$3.48M 140,256 +9,624 +7%
Envestnet Portfolio Solutions
37
Envestnet Portfolio Solutions
Illinois
$3.37M 135,849 +135,849 New
KIA
38
Kraematon Investment Advisors
Massachusetts
$3.34M 134,509 -3,886 -3%
MA
39
Mutual Advisors
Nebraska
$3.33M 134,248 +107,242 +397%
BCG
40
Breakwater Capital Group
New Jersey
$3.31M 134,827 +68,738 +104%
HAG
41
HF Advisory Group
Maryland
$3.24M 130,623 +8,545 +7%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$3.23M 130,221 -27,615 -17%
CAN
43
Cetera Advisor Networks
California
$3.09M 124,762 -72,553 -37%
WP
44
WealthShield Partners
North Carolina
$3.03M 122,336 -347,887 -74%
UCFA
45
United Capital Financial Advisors
Texas
$3.03M 121,999 -39,499 -24%
Cerity Partners
46
Cerity Partners
New York
$2.99M 120,765 -9,138 -7%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$2.99M 120,726 +120,726 New
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$2.96M 119,206 -98,043 -45%
GVAG
49
Great Valley Advisor Group
Delaware
$2.85M 114,894 +1,089 +1%
OIA
50
OneDigital Investment Advisors
Kansas
$2.77M 111,559 -39,840 -26%
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