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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

270 hedge funds and large institutions have $1.31B invested in iShares Fallen Angels USD Bond ETF in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 109 increasing their positions, 82 reducing their positions, and 39 closing their positions.

Holders
270
Holders Change
-2
Holders Change %
-0.74%
% of All Funds
3.6%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
45
Increased
109
Reduced
82
Closed
39
Calls
$27K
Puts
–
Net Calls
+$27K
Net Calls Change
+$27K

Top Buyers

1
Nomura Asset Management
1
Nomura Asset Management
Japan
$38M
2
State of Tennessee, Department of Treasury
2
State of Tennessee, Department of Treasury
Tennessee
$15.6M
3
MG
3
Mather Group
Illinois
$256M
4
NG
4
Novem Group
New York
$13.1M
5
Ameriprise
5
Ameriprise
Minnesota
$42.5M

Top Sellers

1
TC
1
Toews Corporation
New Jersey
$0
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$13M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.6M
4
AssetMark Inc
4
AssetMark Inc
California
$503K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.33M
Name Market Value Shares Shares
Change 		Shares
Change %
CTB
26
Country Trust Bank
Illinois
$8.17M 306,000 – –
PRI
27
Prepared Retirement Institute
Pennsylvania
$7.48M 280,121 +19,832 +8%
AAS
28
Asset Allocation Strategies
Michigan
$7.41M 276,058 -25,025 -8%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$7.31M 273,792 +14,186 +5%
Osaic Holdings
30
Osaic Holdings
Arizona
$7.16M 268,026 +27,884 +12%
SWP
31
Stratos Wealth Partners
Ohio
$6.15M 230,279 +230,279 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$6.09M 227,994 -3,401 -1%
UCFA
33
United Capital Financial Advisors
Texas
$6.07M 227,264 +17,207 +8%
TNBTD
34
Trustmark National Bank Trust Department
Mississippi
$5.82M 218,010 -201 -0.1%
SA
35
Scarborough Advisors
Maryland
$5.39M 201,896 +201,896 New
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$5.08M 190,350 +9,293 +5%
Envestnet Portfolio Solutions
37
Envestnet Portfolio Solutions
Illinois
$4.99M 186,735 -29,464 -14%
DWM
38
Diversify Wealth Management
Utah
$4.56M 170,955 +3,766 +2%
Invesco
39
Invesco
Georgia
$4.54M 169,787 +169,787 New
CWA
40
Continuum Wealth Advisors
New York
$4.53M 169,433 +6,502 +4%
GVAG
41
Great Valley Advisor Group
Delaware
$4.45M 166,531 +1,996 +1%
HAG
42
HF Advisory Group
Maryland
$4.4M 164,657 +5,567 +3%
Raymond James Financial
43
Raymond James Financial
Florida
$4.36M 163,146 +163,146 New
IAA
44
Independent Advisor Alliance
North Carolina
$4.28M 160,081 +160,081 New
CT
45
Coastline Trust
Rhode Island
$4.17M 156,201 +11,603 +8%
CWM
46
Capital Wealth Management
Rhode Island
$4.15M 155,189 +379 +0.2%
WIA
47
World Investment Advisors
California
$4.02M 150,524 +68,102 +83%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$3.81M 142,668 +28,873 +25%
DL
49
DOHJ LLC
Washington
$3.78M 141,462 +10,019 +8%
KIA
50
Kraematon Investment Advisors
Massachusetts
$3.52M 131,959 -3,213 -2%
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