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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

262 hedge funds and large institutions have $1.21B invested in iShares Fallen Angels USD Bond ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 107 increasing their positions, 94 reducing their positions, and 22 closing their positions.

Holders
262
Holders Change
+5
Holders Change %
+1.95%
% of All Funds
3.8%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
34
Increased
107
Reduced
94
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Nomura Asset Management
1
Nomura Asset Management
Japan
$62.5M
2
AIA
2
Angeles Investment Advisors
California
$30.2M
3
Ameriprise
3
Ameriprise
Minnesota
$29.5M
4
Bank of America
4
Bank of America
North Carolina
$143M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$20.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$51.4M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$37.7M
3
AFO
3
Allie Family Office
Florida
$245K
4
TA
4
Tactive Advisors
Florida
$1.15M
5
DJSG
5
D.J. St. Germain
Massachusetts
$1.83M
Name Market Value Shares Shares
Change 		Shares
Change %
CTB
26
Country Trust Bank
Illinois
$8.22M 306,000 – –
AssetMark Inc
27
AssetMark Inc
California
$7.97M 296,724 +18,540 +7%
BAAM
28
Baker Avenue Asset Management
California
$7.26M 270,462 -10,043 -4%
Betterment LLC
29
Betterment LLC
New York
$7.17M 266,993 +56,109 +27%
CWA
30
Continuum Wealth Advisors
New York
$6.98M 259,886 +5,389 +2%
Envestnet Portfolio Solutions
31
Envestnet Portfolio Solutions
Illinois
$6.95M 258,578 -8,806 -3%
Osaic Holdings
32
Osaic Holdings
Arizona
$6.88M 256,156 -141,227 -36%
PRI
33
Prepared Retirement Institute
Pennsylvania
$6.88M 256,161 +21,669 +9%
Wells Fargo
34
Wells Fargo
California
$6.65M 247,413 +60,279 +32%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$6.38M 237,411 -1,658 -0.7%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$6.35M 236,242 -3,575 -1%
UCFA
37
United Capital Financial Advisors
Texas
$6.1M 227,063 -13,456 -6%
BCG
38
Breakwater Capital Group
New Jersey
$5.78M 215,169 +43,401 +25%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$5.74M 213,680 +33,617 +19%
RCS
40
Retirement Capital Strategies
California
$5.42M 201,944 +201,944 New
TNBTD
41
Trustmark National Bank Trust Department
Mississippi
$5.17M 192,543 +4,000 +2%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$4.9M 182,299 -75,387 -29%
CAN
43
Cetera Advisor Networks
California
$4.51M 167,901 -4,626 -3%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$4.51M 167,780 +45,194 +37%
VAS
45
Vestmark Advisory Solutions
Massachusetts
$4.23M 157,532 -96,687 -38%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$4.09M 152,099 -77,271 -34%
CWMU
47
Caliber Wealth Management (Utah)
Utah
$3.99M 148,506 +83,795 +129%
HAG
48
HF Advisory Group
Maryland
$3.83M 142,675 +9,268 +7%
IWC
49
Integrated Wealth Concepts
Massachusetts
$3.8M 141,299 +89 +0.1%
CWM
50
Capital Wealth Management
Rhode Island
$3.75M 139,541 -1,658 -1%
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