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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

67 hedge funds and large institutions have $259M invested in iShares Fallen Angels USD Bond ETF in 2020 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 14 reducing their positions, and 9 closing their positions.

Holders
67
Holders Change
+7
Holders Change %
+11.67%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
29
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$6.98M
2
SL
2
Systelligence LLC
Minnesota
$4.78M
3
Stifel Financial
3
Stifel Financial
Missouri
$3.14M
4
Nomura Asset Management
4
Nomura Asset Management
Japan
$6.2M
5
Jane Street
5
Jane Street
New York
$3.84M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$5.36M
2
CW
2
CreativeOne Wealth
Kansas
$6.19M
3
JWCA
3
J.W. Cole Advisors
Florida
$0
4
OIA
4
OneDigital Investment Advisors
Kansas
$519K
5
IFWM
5
Institute for Wealth Management
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
51
US Bancorp
Minnesota
$88K 3,207 -552 -15%
CFGS
52
Concourse Financial Group Securities
Alabama
$53K 1,948 +1,948 New
SPIA
53
Steward Partners Investment Advisory
New York
$41K 1,516 +16 +1%
IA
54
IFP Advisors
Florida
$11K 420 +75 +22%
AWM
55
Avior Wealth Management
Nebraska
$10K 401 -192 -32%
Wells Fargo
56
Wells Fargo
California
$10K 371 +370 +37,000%
ASN
57
Advisory Services Network
Georgia
$8K 291 +291 New
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$5K 168 – –
GRP
59
Global Retirement Partners
California
$5K 200 +74 +59%
LFG
60
LifePlan Financial Group
Ohio
$4K 129 – –
APA
61
American Portfolios Advisors
New York
$3.69K 135 – –
NFG
62
Next Financial Group
Texas
$2K 80 +80 New
UBS Group
63
UBS Group
Switzerland
$1K 48 – –
Morgan Stanley
64
Morgan Stanley
New York
$1K 47 +45 +2,250%
FCA
65
FinTrust Capital Advisors
South Carolina
$19 681 – –
JWCA
66
J.W. Cole Advisors
Florida
– – -77,717 Closed
IFWM
67
Institute for Wealth Management
Colorado
– – -22,114 Closed
SS
68
Sunbelt Securities
Texas
– – -14,226 Closed
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
– – -7,788 Closed
PIMG
70
Patriot Investment Management Group
Tennessee
– – -555 Closed
CAN
71
Cetera Advisor Networks
California
– – -56 Closed
SF
72
Synovus Financial
Georgia
– – -29 Closed
GWMIA
73
Global Wealth Management Investment Advisory
Florida
– – -11 Closed
Fidelity Investments
74
Fidelity Investments
Massachusetts
– – -6 Closed
CFA
75
Carroll Financial Associates
North Carolina
$0 6 – –
1 2
3
4