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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

257 hedge funds and large institutions have $1.15B invested in iShares Fallen Angels USD Bond ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 88 increasing their positions, 87 reducing their positions, and 28 closing their positions.

Holders
257
Holders Change
+32
Holders Change %
+14.22%
% of All Funds
3.77%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
62
Increased
88
Reduced
87
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$102M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$63.8M
3
Bank of America
3
Bank of America
North Carolina
$121M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$63M
5
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$16.2M

Top Sellers

1
Jane Street
1
Jane Street
New York
$5.14M
2
AIA
2
Angeles Investment Advisors
California
$0
3
BAAM
3
Baker Avenue Asset Management
California
$7.41M
4
SIS
4
Strategic Investment Solutions
Illinois
$37.9K
5
State of Tennessee, Department of Treasury
5
State of Tennessee, Department of Treasury
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
26
AssetMark Inc
California
$7.34M 278,184 +262,272 +1,648%
OIA
27
OneDigital Investment Advisors
Kansas
$7.3M 276,660 +165,101 +148%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$7.18M 272,021 +25,715 +10%
Envestnet Portfolio Solutions
29
Envestnet Portfolio Solutions
Illinois
$7.06M 267,384 +131,535 +97%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$6.8M 257,686 +215,950 +517%
CWA
31
Continuum Wealth Advisors
New York
$6.72M 254,497 +4,901 +2%
VAS
32
Vestmark Advisory Solutions
Massachusetts
$6.71M 254,219 +254,219 New
UCFA
33
United Capital Financial Advisors
Texas
$6.35M 240,519 +118,520 +97%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$6.33M 239,817 -59,886 -20%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$6.31M 239,069 +239,069 New
PRI
36
Prepared Retirement Institute
Pennsylvania
$6.19M 234,492 +234,492 New
RJFSA
37
Raymond James Financial Services Advisors
Florida
$6.06M 229,370 +128,094 +126%
Betterment LLC
38
Betterment LLC
New York
$5.57M 210,884 -11,052 -5%
Jane Street
39
Jane Street
New York
$5.14M 194,542 -1,619,557 -89%
TNBTD
40
Trustmark National Bank Trust Department
Mississippi
$4.98M 188,543 +188,543 New
Wells Fargo
41
Wells Fargo
California
$4.94M 187,134 +183,007 +4,434%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$4.75M 180,063 -20,179 -10%
AWS
43
Atria Wealth Solutions
New York
$4.6M 174,248 +92,803 +114%
BCG
44
Breakwater Capital Group
New Jersey
$4.57M 171,768 +36,941 +27%
CAN
45
Cetera Advisor Networks
California
$4.55M 172,527 +47,765 +38%
Ameriprise
46
Ameriprise
Minnesota
$4.44M 168,327 +121,253 +258%
IWC
47
Integrated Wealth Concepts
Massachusetts
$3.73M 141,210 -15,840 -10%
CWM
48
Capital Wealth Management
Rhode Island
$3.73M 141,199 +943 +0.7%
KIA
49
Kraematon Investment Advisors
Massachusetts
$3.54M 134,260 -249 -0.2%
HAG
50
HF Advisory Group
Maryland
$3.52M 133,407 +2,784 +2%
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