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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

263 hedge funds and large institutions have $1.15B invested in iShares Fallen Angels USD Bond ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 93 increasing their positions, 100 reducing their positions, and 25 closing their positions.

Holders
263
Holders Change
+1
Holders Change %
+0.38%
% of All Funds
3.83%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
31
Increased
93
Reduced
100
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$95.2M
2
Jane Street
2
Jane Street
New York
$12.6M
3
MG
3
Mather Group
Illinois
$190M
4
TC
4
Toews Corporation
New Jersey
$6.93M
5
Betterment LLC
5
Betterment LLC
New York
$12.7M

Top Sellers

1
Nomura Asset Management
1
Nomura Asset Management
Japan
$14.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$201K
3
Wells Fargo
3
Wells Fargo
California
$20.2K
4
RCS
4
Retirement Capital Strategies
California
$0
5
AIA
5
Angeles Investment Advisors
California
$24.3M
Name Market Value Shares Shares
Change 		Shares
Change %
PAS
51
Park Avenue Securities
New York
$3.32M 126,921 +9,077 +8%
BCI
52
Brinker Capital Investments
Pennsylvania
$3.26M 124,397 +40,224 +48%
OPS
53
Orion Portfolio Solutions
Nebraska
$3.26M 124,397 +40,224 +48%
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$3.02M 115,154 -5,046 -4%
Cerity Partners
55
Cerity Partners
New York
$2.98M 113,710 +1,183 +1%
MNA
56
Manning & Napier Advisors
New York
$2.93M 111,840 +111,840 New
GMA
57
Glassy Mountain Advisors
Maryland
$2.77M 105,823 +986 +0.9%
IWP
58
Insight Wealth Partners
Texas
$2.67M 101,950 +482 +0.5%
Bank of New York Mellon
59
Bank of New York Mellon
New York
$2.52M 96,252 +1,163 +1%
CPG
60
Cornerstone Planning Group
New Jersey
$2.31M 87,415 +1,525 +2%
IP
61
Ignite Planners
California
$2.25M 85,328 +10,664 +14%
UFA
62
US Financial Advisors
Massachusetts
$2.12M 80,840 +5,981 +8%
DLCIG
63
D.L. Carlson Investment Group
New Hampshire
$2.11M 80,439 -227 -0.3%
Citigroup
64
Citigroup
New York
$2.1M 80,262 +8,574 +12%
FAM
65
Forte Asset Management
New York
$2.04M 78,000 – –
AI
66
AXS Investments
New York
$1.96M 74,793 +74,793 New
AWS
67
Atria Wealth Solutions
New York
$1.94M 73,950 -8,053 -10%
SW
68
SteelPeak Wealth
California
$1.92M 73,475 -800 -1%
DF
69
Donoghue Forlines
Massachusetts
$1.92M 73,128 -3,481 -5%
VCM
70
Virtue Capital Management
Tennessee
$1.86M 69,812 +69,812 New
FTS
71
Fifth Third Securities
Ohio
$1.85M 70,537 +21,272 +43%
FWA
72
FOCUS Wealth Advisors
Texas
$1.79M 68,281 +1,030 +2%
PWM
73
Perigon Wealth Management
California
$1.72M 65,488 +65,488 New
US Bancorp
74
US Bancorp
Minnesota
$1.68M 63,993 +6,435 +11%
MLM
75
Mount Lucas Management
Pennsylvania
$1.66M 63,322 -2,333 -4%
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