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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

293 hedge funds and large institutions have $1.1B invested in iShares Fallen Angels USD Bond ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 87 increasing their positions, 139 reducing their positions, and 49 closing their positions.

Holders
293
Holders Change
-8
Holders Change %
-2.66%
% of All Funds
4.69%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
48
Increased
87
Reduced
139
Closed
49
Calls
$33K
Puts
$3K
Net Calls
+$30K
Net Calls Change
+$30K

Top Buyers

1
Nomura Asset Management
1
Nomura Asset Management
Japan
$43.5M
2
Bank of America
2
Bank of America
North Carolina
$58.2M
3
MG
3
Mather Group
Illinois
$142M
4
UBS Group
4
UBS Group
Switzerland
$30.8M
5
State of Tennessee, Department of Treasury
5
State of Tennessee, Department of Treasury
Tennessee
$12.5M

Top Sellers

1
SCM
1
SCS Capital Management
Massachusetts
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$210M
3
PPW
3
Parcion Private Wealth
Washington
$3.45M
4
Jane Street
4
Jane Street
New York
$5.46M
5
BlackRock
5
BlackRock
New York
$35.4M
Name Market Value Shares Shares
Change 		Shares
Change %
HGWM
51
Horst & Graben Wealth Management
Oregon
$2.05M 80,909 -87,313 -52%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$2M 79,322 -20,560 -21%
SW
53
SteelPeak Wealth
California
$1.98M 78,201 -8,372 -10%
FAM
54
Forte Asset Management
New York
$1.97M 78,000 +48,000 +160%
BCG
55
Breakwater Capital Group
New Jersey
$1.92M 76,040 +165 +0.2%
UFA
56
US Financial Advisors
Massachusetts
$1.86M 73,785 +3,298 +5%
EWM
57
Executive Wealth Management
Michigan
$1.86M 73,602 -27,618 -27%
HFA
58
High Falls Advisors
New York
$1.76M 69,492 -2,118 -3%
HSBC Holdings
59
HSBC Holdings
United Kingdom
$1.75M 69,060 +69,060 New
BTI
60
Blue Trust Inc
Georgia
$1.73M 70,464 -112,188 -61%
Prudential Financial
61
Prudential Financial
New Jersey
$1.7M 67,200 +9,712 +17%
CAG
62
Csenge Advisory Group
Florida
$1.69M 66,757 +977 +1%
CWMU
63
Caliber Wealth Management (Utah)
Utah
$1.59M 62,860 +62,860 New
CW
64
CreativeOne Wealth
Kansas
$1.53M 60,545 -8,433 -12%
VC
65
Vicus Capital
Pennsylvania
$1.53M 60,383 -13,888 -19%
OP
66
ORG Partners
Indiana
$1.47M 58,351 +58,351 New
VCM
67
Virtue Capital Management
Tennessee
$1.44M 57,422 +57,422 New
AWM
68
AE Wealth Management
Kansas
$1.42M 56,098 +6,582 +13%
Kovitz Investment Group Partners
69
Kovitz Investment Group Partners
Illinois
$1.39M 54,811 +18,761 +52%
SHJ
70
Sharkey, Howes & Javer
Colorado
$1.34M 53,156 -1,586 -3%
AAS
71
Asset Allocation Strategies
Michigan
$1.34M 52,892 -117,867 -69%
CS
72
Comerica Securities
Michigan
$1.31M 51,766 +1,216 +2%
USCWA
73
U.S. Capital Wealth Advisors
Texas
$1.29M 50,976 +614 +1%
SFC
74
Strategic Financial Concepts
Texas
$1.29M 50,967 +50,967 New
CFGS
75
Concourse Financial Group Securities
Alabama
$1.29M 50,898 -4,731 -9%
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