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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

263 hedge funds and large institutions have $1.15B invested in iShares Fallen Angels USD Bond ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 93 increasing their positions, 100 reducing their positions, and 25 closing their positions.

Holders
263
Holders Change
+1
Holders Change %
+0.38%
% of All Funds
3.83%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
31
Increased
93
Reduced
100
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$95.2M
2
Jane Street
2
Jane Street
New York
$12.6M
3
MG
3
Mather Group
Illinois
$190M
4
TC
4
Toews Corporation
New Jersey
$6.93M
5
Betterment LLC
5
Betterment LLC
New York
$12.7M

Top Sellers

1
Nomura Asset Management
1
Nomura Asset Management
Japan
$14.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$201K
3
Wells Fargo
3
Wells Fargo
California
$20.2K
4
RCS
4
Retirement Capital Strategies
California
$0
5
AIA
5
Angeles Investment Advisors
California
$24.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$7.68M 293,050 +36,894 +14%
EWM
27
Executive Wealth Management
Michigan
$7.67M 292,949 -75,654 -21%
BAAM
28
Baker Avenue Asset Management
California
$7.27M 277,742 +7,280 +3%
CWA
29
Continuum Wealth Advisors
New York
$7.21M 275,111 +15,225 +6%
BCG
30
Breakwater Capital Group
New Jersey
$7.12M 271,763 +56,594 +26%
TC
31
Toews Corporation
New Jersey
$6.93M 264,500 +264,500 New
PRI
32
Prepared Retirement Institute
Pennsylvania
$6.83M 260,714 +4,553 +2%
Envestnet Portfolio Solutions
33
Envestnet Portfolio Solutions
Illinois
$6.76M 258,256 -322 -0.1%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$6.46M 246,773 +33,093 +15%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$6.03M 230,239 -6,003 -3%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$5.88M 224,484 -12,927 -5%
UCFA
37
United Capital Financial Advisors
Texas
$5.75M 219,609 -7,454 -3%
TNBTD
38
Trustmark National Bank Trust Department
Mississippi
$5.11M 195,211 +2,668 +1%
DWM
39
Diversify Wealth Management
Utah
$4.13M 156,213 +156,213 New
HAG
40
HF Advisory Group
Maryland
$3.97M 151,738 +9,063 +6%
CWM
41
Capital Wealth Management
Rhode Island
$3.94M 150,309 +10,768 +8%
OAS
42
Optivise Advisory Services
Tennessee
$3.88M 148,237 +148,237 New
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$3.85M 147,139 -35,160 -19%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$3.63M 138,581 -13,518 -9%
KIA
45
Kraematon Investment Advisors
Massachusetts
$3.6M 137,362 +2,466 +2%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$3.57M 136,287 -31,493 -19%
GVAG
47
Great Valley Advisor Group
Delaware
$3.54M 135,167 +8,169 +6%
DL
48
DOHJ LLC
Washington
$3.47M 132,671 +25,260 +24%
VAS
49
Vestmark Advisory Solutions
Massachusetts
$3.37M 128,506 -29,026 -18%
CT
50
Coastline Trust
Rhode Island
$3.35M 128,072 +7,006 +6%
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