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iShares Fallen Angels USD Bond ETF

272 hedge funds and large institutions have $1.25B invested in iShares Fallen Angels USD Bond ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 109 increasing their positions, 102 reducing their positions, and 17 closing their positions.

Holders
272
Holders Change
+9
Holders Change %
+3.42%
% of All Funds
3.94%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
28
Increased
109
Reduced
102
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$7.22M 264,135 -84,838 -24%
PRI
27
Prepared Retirement Institute
Pennsylvania
$7.12M 260,289 -425 -0.2%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$7.1M 259,606 +12,833 +5%
Osaic Holdings
29
Osaic Holdings
Arizona
$6.57M 240,142 -52,908 -18%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$6.33M 231,395 +1,156 +0.5%
TNBTD
31
Trustmark National Bank Trust Department
Mississippi
$5.97M 218,211 +23,000 +12%
BAAM
32
Baker Avenue Asset Management
California
$5.96M 217,915 -59,827 -22%
Envestnet Portfolio Solutions
33
Envestnet Portfolio Solutions
Illinois
$5.91M 216,199 -42,057 -16%
UCFA
34
United Capital Financial Advisors
Texas
$5.74M 210,057 -9,552 -4%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$5.33M 194,997 +47,858 +33%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$5.03M 184,060 +47,773 +35%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$4.95M 181,057 -43,427 -19%
DWM
38
Diversify Wealth Management
Utah
$4.51M 167,189 +10,976 +7%
GVAG
39
Great Valley Advisor Group
Delaware
$4.5M 164,535 +29,368 +22%
CWA
40
Continuum Wealth Advisors
New York
$4.45M 162,931 -112,180 -41%
HAG
41
HF Advisory Group
Maryland
$4.35M 159,090 +7,352 +5%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$4.26M 155,675 +17,094 +12%
AssetMark Inc
43
AssetMark Inc
California
$4.24M 155,162 -139,396 -47%
CWM
44
Capital Wealth Management
Rhode Island
$4.23M 154,810 +4,501 +3%
OAS
45
Optivise Advisory Services
Tennessee
$4.16M 152,128 +3,891 +3%
CT
46
Coastline Trust
Rhode Island
$3.95M 144,598 +16,526 +13%
KIA
47
Kraematon Investment Advisors
Massachusetts
$3.7M 135,172 -2,190 -2%
DL
48
DOHJ LLC
Washington
$3.58M 131,443 -1,228 -0.9%
WI
49
WBI Investments
New Jersey
$3.43M 125,366 +125,366 New
GM
50
GeoWealth Management
Illinois
$3.36M 122,811 +122,811 New