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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

272 hedge funds and large institutions have $1.25B invested in iShares Fallen Angels USD Bond ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 109 increasing their positions, 102 reducing their positions, and 17 closing their positions.

Holders
272
Holders Change
+9
Holders Change %
+3.42%
% of All Funds
3.94%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
28
Increased
109
Reduced
102
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MG
1
Mather Group
Illinois
$246M
2
Betterment LLC
2
Betterment LLC
New York
$26.7M
3
AIA
3
Angeles Investment Advisors
California
$35.4M
4
Nomura Asset Management
4
Nomura Asset Management
Japan
$22.7M
5
BlackRock
5
BlackRock
New York
$23.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$73.4M
2
Jane Street
2
Jane Street
New York
$233K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$62.2M
4
AssetMark Inc
4
AssetMark Inc
California
$4.24M
5
CWA
5
Continuum Wealth Advisors
New York
$4.45M
Name Market Value Shares Shares
Change 		Shares
Change %
ECA
51
Elevation Capital Advisory
Oregon
$3.36M 122,805 +122,805 New
BCI
52
Brinker Capital Investments
Pennsylvania
$3.24M 118,688 -5,709 -5%
OPS
53
Orion Portfolio Solutions
Nebraska
$3.24M 118,688 -5,709 -5%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$3.11M 113,795 +17,543 +18%
Cerity Partners
55
Cerity Partners
New York
$3.08M 112,760 -950 -0.8%
Mercer Global Advisors
56
Mercer Global Advisors
Colorado
$3.03M 110,971 -4,183 -4%
GMA
57
Glassy Mountain Advisors
Maryland
$2.98M 108,899 +3,076 +3%
MNA
58
Manning & Napier Advisors
New York
$2.96M 108,327 -3,513 -3%
Citigroup
59
Citigroup
New York
$2.96M 108,111 +27,849 +35%
IWP
60
Insight Wealth Partners
Texas
$2.94M 107,533 +5,583 +5%
PAS
61
Park Avenue Securities
New York
$2.93M 107,021 -19,900 -16%
IP
62
Ignite Planners
California
$2.84M 103,790 +18,462 +22%
CPG
63
Cornerstone Planning Group
New Jersey
$2.46M 90,771 +3,356 +4%
IPW
64
Impact Partnership Wealth
Georgia
$2.4M 87,711 +35,305 +67%
Renaissance Technologies
65
Renaissance Technologies
New York
$2.36M 86,300 +86,300 New
DLCIG
66
D.L. Carlson Investment Group
New Hampshire
$2.31M 84,318 +3,879 +5%
WIA
67
World Investment Advisors
California
$2.25M 82,422 +23,733 +40%
UFA
68
US Financial Advisors
Massachusetts
$2.18M 79,574 -1,266 -2%
FAM
69
Forte Asset Management
New York
$2.13M 78,000 – –
DF
70
Donoghue Forlines
Massachusetts
$2.01M 73,361 +233 +0.3%
VCM
71
Virtue Capital Management
Tennessee
$1.92M 70,213 +401 +0.6%
FTS
72
Fifth Third Securities
Ohio
$1.88M 68,848 -1,689 -2%
SW
73
SteelPeak Wealth
California
$1.87M 68,352 -5,123 -7%
NCM
74
Novare Capital Management
North Carolina
$1.86M 68,086 +7,375 +12%
PWM
75
Perigon Wealth Management
California
$1.85M 67,721 +2,233 +3%
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