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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

257 hedge funds and large institutions have $1.15B invested in iShares Fallen Angels USD Bond ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 88 increasing their positions, 87 reducing their positions, and 28 closing their positions.

Holders
257
Holders Change
+32
Holders Change %
+14.22%
% of All Funds
3.77%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
62
Increased
88
Reduced
87
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$102M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$63.8M
3
Bank of America
3
Bank of America
North Carolina
$121M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$63M
5
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$16.2M

Top Sellers

1
Jane Street
1
Jane Street
New York
$5.14M
2
AIA
2
Angeles Investment Advisors
California
$0
3
BAAM
3
Baker Avenue Asset Management
California
$7.41M
4
SIS
4
Strategic Investment Solutions
Illinois
$37.9K
5
State of Tennessee, Department of Treasury
5
State of Tennessee, Department of Treasury
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GVAG
51
Great Valley Advisor Group
Delaware
$3.26M 123,411 +8,517 +7%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$3.24M 122,586 +82,469 +206%
Cerity Partners
53
Cerity Partners
New York
$3.06M 115,735 -5,030 -4%
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$2.98M 112,914 -17,307 -13%
SSA
55
Schonfeld Strategic Advisors
New York
$2.93M 110,962 +110,962 New
Goldman Sachs
56
Goldman Sachs
New York
$2.91M 110,279 +110,279 New
CT
57
Coastline Trust
Rhode Island
$2.86M 108,412 +10,623 +11%
PAS
58
Park Avenue Securities
New York
$2.85M 108,113 +59,564 +123%
GMA
59
Glassy Mountain Advisors
Maryland
$2.63M 99,453 +13,730 +16%
GM
60
GeoWealth Management
Illinois
$2.6M 98,551 +2,407 +3%
DF
61
Donoghue Forlines
Massachusetts
$2.52M 95,293 +74,657 +362%
PCIA
62
Prime Capital Investment Advisors
Kansas
$2.43M 92,194 +92,194 New
IWP
63
Insight Wealth Partners
Texas
$2.42M 91,811 -2,178 -2%
AWM
64
AE Wealth Management
Kansas
$2.4M 89,720 -110,597 -55%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$2.38M 89,993 +10,214 +13%
DL
66
DOHJ LLC
Washington
$2.36M 89,563 +89,563 New
Bank of New York Mellon
67
Bank of New York Mellon
New York
$2.34M 88,532 +4,237 +5%
C1AG
68
Client 1st Advisory Group
Florida
$2.22M 84,202 -27,073 -24%
BCI
69
Brinker Capital Investments
Pennsylvania
$2.22M 84,263 +47,473 +129%
OPS
70
Orion Portfolio Solutions
Nebraska
$2.22M 84,263 +47,473 +129%
DLCIG
71
D.L. Carlson Investment Group
New Hampshire
$2.13M 80,282 +3,470 +5%
CPG
72
Cornerstone Planning Group
New Jersey
$2.13M 80,681 +10,789 +15%
FAM
73
Forte Asset Management
New York
$2.06M 78,000 – –
MNG
74
Manning & Napier Group
New York
– – – –
UFA
75
US Financial Advisors
Massachusetts
$1.99M 75,278 +984 +1%
1 2
3
4 5