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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

225 hedge funds and large institutions have $883M invested in iShares Fallen Angels USD Bond ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 56 increasing their positions, 124 reducing their positions, and 92 closing their positions.

Holders
225
Holders Change
-66
Holders Change %
-22.68%
% of All Funds
3.59%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
28
Increased
56
Reduced
124
Closed
92
Calls
$10K
Puts
$2K
Net Calls
+$8K
Net Calls Change
+$8K

Top Buyers

1
Jane Street
1
Jane Street
New York
$45M
2
AIA
2
Angeles Investment Advisors
California
$26.4M
3
OPAM
3
Ocean Park Asset Management
California
$24.3M
4
Bank of America
4
Bank of America
North Carolina
$79.8M
5
SIS
5
Strategic Investment Solutions
Illinois
$14.1M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$36.3M
2
SFSG
2
Sound Financial Strategies Group
Mississippi
$0
3
LPL Financial
3
LPL Financial
California
$35.3M
4
WSTAM
4
Wilbanks Smith & Thomas Asset Management
Virginia
$0
5
OP
5
ORG Partners
Indiana
$1.97K
Name Market Value Shares Shares
Change 		Shares
Change %
C1AG
51
Client 1st Advisory Group
Florida
$2.76M 111,275 -59,249 -35%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$2.51M 101,276 -4,682 -4%
Stifel Financial
53
Stifel Financial
Missouri
$2.45M 98,845 -72,452 -42%
CT
54
Coastline Trust
Rhode Island
$2.43M 97,789 +59,387 +155%
GM
55
GeoWealth Management
Illinois
$2.39M 96,144 +96,144 New
Squarepoint
56
Squarepoint
New York
$2.34M 94,207 +94,207 New
IWP
57
Insight Wealth Partners
Texas
$2.33M 93,989 -164 -0.2%
GMA
58
Glassy Mountain Advisors
Maryland
$2.1M 85,723 -2,838 -3%
Bank of New York Mellon
59
Bank of New York Mellon
New York
$2.09M 84,295 -223,235 -73%
SW
60
SteelPeak Wealth
California
$2.06M 83,010 -69,643 -46%
AWS
61
Atria Wealth Solutions
New York
$2.02M 81,445 -120,384 -60%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$1.98M 79,779 -347,062 -81%
FAM
63
Forte Asset Management
New York
$1.93M 78,000 – –
DLCIG
64
D.L. Carlson Investment Group
New Hampshire
$1.9M 76,812 +3,744 +5%
UFA
65
US Financial Advisors
Massachusetts
$1.84M 74,294 +655 +0.9%
PPW
66
Parcion Private Wealth
Washington
$1.83M 73,634 -26,530 -26%
CPG
67
Cornerstone Planning Group
New Jersey
$1.73M 69,892 +22,977 +49%
CWMU
68
Caliber Wealth Management (Utah)
Utah
$1.58M 63,836 -328 -0.5%
SI
69
Saxon Interests
Texas
$1.58M 63,836 +63,836 New
VC
70
Vicus Capital
Pennsylvania
$1.49M 60,171 +1,284 +2%
BTI
71
Blue Trust Inc
Georgia
$1.44M 56,719 -7,231 -11%
CAG
72
Csenge Advisory Group
Florida
$1.38M 55,526 -7,502 -12%
AI
73
Atria Investments
North Carolina
$1.26M 50,791 -426,793 -89%
MLM
74
Mount Lucas Management
Pennsylvania
$1.21M 48,673 +1,286 +3%
PAS
75
Park Avenue Securities
New York
$1.2M 48,549 -384,668 -89%
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