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iShares Fallen Angels USD Bond ETF

306 hedge funds and large institutions have $1.84B invested in iShares Fallen Angels USD Bond ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 65 increasing their positions, 188 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 31

1.39% less ownership

Funds ownership: 86.97%85.58% (-1.4%)

2% less funds holding

Funds holding: 312306 (-6)

25% less capital invested

Capital invested by funds: $2.45B → $1.84B (-$606M)

57% less funds holding in top 10

Funds holding in top 10: 146 (-8)

65% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 188

Holders
306
Holders Change
-6
Holders Change %
-1.92%
% of All Funds
5.27%
Holding in Top 10
6
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-57.14%
% of All Funds
0.1%
New
31
Increased
65
Reduced
188
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SHJ
51
Sharkey, Howes & Javer
Colorado
$4.09M -$717K -28,492 -14%
SW
52
SteelPeak Wealth
California
$3.88M -$2.66M -105,644 -39%
SWM
53
SigFig Wealth Management
California
$3.8M -$775K -30,810 -37%
CFGS
54
Concourse Financial Group Securities
Alabama
$3.55M -$1.26M -49,932 -25%
CIAS
55
CFS Investment Advisory Services
New Jersey
$3.55M +$83.7M +3,326,136 +1,470%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$3.45M -$1.98M -78,646 -35%
CPO
57
Cerity Partners OCIO
New York
$3.44M +$816K +32,443 +29%
GGI
58
GPM Growth Investors
Michigan
$3.34M -$135K -5,371 -4%
CS
59
Comerica Securities
Michigan
$3.26M -$2.5M -99,483 -42%
CI
60
Cavalier Investments
Georgia
$3.12M +$1.24M +49,384 +61%
Citadel Advisors
61
Citadel Advisors
Florida
$3.08M +$2.71M +107,713 +511%
SFO
62
Stokes Family Office
Louisiana
$3.01M -$643K -25,577 -17%
AF
63
Allworth Financial
California
$2.98M +$1.21M +48,027 +62%
Allianz Asset Management
64
Allianz Asset Management
Germany
$2.98M
TSA
65
Tri-Star Advisors
Texas
$2.97M -$3.26M -129,781 -51%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$2.96M -$1M -39,796 -24%
OIA
67
OneDigital Investment Advisors
Kansas
$2.9M +$3.05M +121,130 New
MFG
68
Merit Financial Group
Georgia
$2.89M -$3.68M -146,477 -55%
KIA
69
Kraematon Investment Advisors
Massachusetts
$2.88M -$632K -25,143 -17%
IWP
70
Insight Wealth Partners
Texas
$2.87M -$771K -30,663 -20%
CAN
71
Cetera Advisor Networks
California
$2.84M +$79K +3,141 +3%
CWMU
72
Caliber Wealth Management (Utah)
Utah
$2.77M +$71.7K +2,851 +3%
PFG
73
PAX Financial Group
Texas
$2.76M -$1.59M -63,187 -35%
OWA
74
Outlook Wealth Advisors
Texas
$2.53M -$30.1K -1,196 -1%
T
75
TCWP
Ohio
$2.53M -$224K -8,902 -8%