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iShares Fallen Angels USD Bond ETF

222 hedge funds and large institutions have $1.96B invested in iShares Fallen Angels USD Bond ETF in 2021 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 64 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,613% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 8

463% more capital invested

Capital invested by funds: $348M → $1.96B (+$1.61B)

300% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 16

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

139% more funds holding

Funds holding: 93222 (+129)

6.91% more ownership

Funds ownership: 83.76%90.67% (+6.9%)

Holders
222
Holders Change
+129
Holders Change %
+138.71%
% of All Funds
3.9%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.11%
New
137
Increased
64
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
51
Freedom Investment Management
Connecticut
$3.57M +$304K +10,374 +9%
HPC
52
Hobart Private Capital
North Carolina
$3.52M +$3.53M +120,248 New
SAMC
53
Spectrum Asset Management (California)
California
$3.49M +$3.5M +119,261 New
HCA
54
Heck Capital Advisors
Wisconsin
$3.46M +$3.47M +118,348 New
CW
55
CreativeOne Wealth
Kansas
$3.42M -$950K -32,391 -22%
JWCA
56
J.W. Cole Advisors
Florida
$3.4M +$267K +9,111 +9%
HGWM
57
Horst & Graben Wealth Management
Oregon
$3.39M +$3.4M +115,994 New
SHJ
58
Sharkey, Howes & Javer
Colorado
$3.34M +$3.35M +114,275 New
GGI
59
GPM Growth Investors
Michigan
$3.33M +$3.33M +113,703 New
PFG
60
PAX Financial Group
Texas
$3.27M +$3.28M +111,823 New
FCA
61
FLC Capital Advisors
California
$3.21M +$3.22M +109,909 New
AWE
62
Avidian Wealth Enterprises
Texas
$3.17M +$1.49M +50,952 +89%
HIM
63
HawsGoodwin Investment Management
Tennessee
$2.82M +$2.83M +96,432 New
Prudential Financial
64
Prudential Financial
New Jersey
$2.75M +$2.76M +93,933 New
NFG
65
Next Financial Group
Texas
$2.63M +$2.64M +90,022 +93,773%
TC
66
Toews Corporation
New Jersey
$2.63M +$1.91M +65,000 +260%
MSWMA
67
Market Street Wealth Management Advisors
Indiana
$2.62M +$2.63M +89,736 New
NL
68
NWAM LLC
Washington
$2.57M +$2.58M +87,812 New
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$2.54M +$2.02M +68,823 +381%
State of New Jersey Common Pension Fund D
70
State of New Jersey Common Pension Fund D
New Jersey
$2.34M
RJFSA
71
Raymond James Financial Services Advisors
Florida
$2.25M +$2.26M +76,942 New
EH
72
Equitable Holdings
New York
$2.2M +$1.81M +61,777 +460%
SFA
73
Semmax Financial Advisors
North Carolina
$2.19M +$2.19M +74,748 New
IWP
74
Icon Wealth Partners
Texas
$2.1M +$2.11M +71,820 New
HFA
75
High Falls Advisors
New York
$2.08M +$2.09M +71,279 New