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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

262 hedge funds and large institutions have $1.21B invested in iShares Fallen Angels USD Bond ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 107 increasing their positions, 94 reducing their positions, and 22 closing their positions.

Holders
262
Holders Change
+5
Holders Change %
+1.95%
% of All Funds
3.8%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
34
Increased
107
Reduced
94
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Nomura Asset Management
1
Nomura Asset Management
Japan
$62.5M
2
AIA
2
Angeles Investment Advisors
California
$30.2M
3
Ameriprise
3
Ameriprise
Minnesota
$29.5M
4
Bank of America
4
Bank of America
North Carolina
$143M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$20.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$51.4M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$37.7M
3
AFO
3
Allie Family Office
Florida
$245K
4
TA
4
Tactive Advisors
Florida
$1.15M
5
DJSG
5
D.J. St. Germain
Massachusetts
$1.83M
Name Market Value Shares Shares
Change 		Shares
Change %
KIA
51
Kraematon Investment Advisors
Massachusetts
$3.62M 134,896 +636 +0.5%
GVAG
52
Great Valley Advisor Group
Delaware
$3.41M 126,998 +3,587 +3%
SSA
53
Schonfeld Strategic Advisors
New York
$3.26M 121,196 +10,234 +9%
CT
54
Coastline Trust
Rhode Island
$3.25M 121,066 +12,654 +12%
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$3.23M 120,200 +7,286 +6%
PAS
56
Park Avenue Securities
New York
$3.17M 117,844 +9,731 +9%
Cerity Partners
57
Cerity Partners
New York
$3.02M 112,527 -3,208 -3%
MNG
58
Manning & Napier Group
New York
– – – –
WIA
59
World Investment Advisors
California
$2.92M 108,788 +81,985 +306%
DL
60
DOHJ LLC
Washington
$2.89M 107,411 +17,848 +20%
GMA
61
Glassy Mountain Advisors
Maryland
$2.82M 104,837 +5,384 +5%
IWP
62
Insight Wealth Partners
Texas
$2.73M 101,468 +9,657 +11%
Bank of New York Mellon
63
Bank of New York Mellon
New York
$2.55M 95,089 +6,557 +7%
CPG
64
Cornerstone Planning Group
New Jersey
$2.27M 85,890 +5,209 +6%
BCI
65
Brinker Capital Investments
Pennsylvania
$2.26M 84,173 -90 -0.1%
OPS
66
Orion Portfolio Solutions
Nebraska
$2.26M 84,173 -90 -0.1%
AWS
67
Atria Wealth Solutions
New York
$2.2M 82,003 -92,245 -53%
DLCIG
68
D.L. Carlson Investment Group
New Hampshire
$2.17M 80,666 +384 +0.5%
FAM
69
Forte Asset Management
New York
$2.1M 78,000 – –
DF
70
Donoghue Forlines
Massachusetts
$2.06M 76,609 -18,684 -20%
PCIA
71
Prime Capital Investment Advisors
Kansas
$2.05M 76,205 -15,989 -17%
UFA
72
US Financial Advisors
Massachusetts
$2.01M 74,859 -419 -0.6%
SW
73
SteelPeak Wealth
California
$2M 74,275 -34 -0%
IP
74
Ignite Planners
California
$1.99M 74,664 +20,601 +38%
Citigroup
75
Citigroup
New York
$1.93M 71,688 +34,167 +91%
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