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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

270 hedge funds and large institutions have $1.31B invested in iShares Fallen Angels USD Bond ETF in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 109 increasing their positions, 82 reducing their positions, and 39 closing their positions.

Holders
270
Holders Change
-2
Holders Change %
-0.74%
% of All Funds
3.6%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
45
Increased
109
Reduced
82
Closed
39
Calls
$27K
Puts
–
Net Calls
+$27K
Net Calls Change
+$27K

Top Buyers

1
Nomura Asset Management
1
Nomura Asset Management
Japan
$38M
2
State of Tennessee, Department of Treasury
2
State of Tennessee, Department of Treasury
Tennessee
$15.6M
3
MG
3
Mather Group
Illinois
$256M
4
NG
4
Novem Group
New York
$13.1M
5
Ameriprise
5
Ameriprise
Minnesota
$42.5M

Top Sellers

1
TC
1
Toews Corporation
New Jersey
$0
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$13M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.6M
4
AssetMark Inc
4
AssetMark Inc
California
$503K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.33M
Name Market Value Shares Shares
Change 		Shares
Change %
IWP
51
Insight Wealth Partners
Texas
$3.29M 123,213 +15,680 +15%
GMA
52
Glassy Mountain Advisors
Maryland
$3.2M 119,736 +10,837 +10%
BCI
53
Brinker Capital Investments
Pennsylvania
$3.05M 114,308 -4,380 -4%
OPS
54
Orion Portfolio Solutions
Nebraska
$3.05M 114,308 -4,380 -4%
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$3.05M 114,008 +3,037 +3%
BAAM
56
Baker Avenue Asset Management
California
$2.99M 112,003 -105,912 -49%
Cerity Partners
57
Cerity Partners
New York
$2.97M 111,035 -1,725 -2%
Citigroup
58
Citigroup
New York
$2.95M 110,438 +2,327 +2%
IP
59
Ignite Planners
California
$2.91M 108,614 +4,824 +5%
OAS
60
Optivise Advisory Services
Tennessee
$2.7M 101,243 -50,885 -33%
PBF
61
Petix & Botte Financial
California
$2.7M 101,109 +101,109 New
MWG
62
Martin Worley Group
Utah
$2.65M 99,183 +99,183 New
US Bancorp
63
US Bancorp
Minnesota
$2.63M 98,539 +34,407 +54%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$2.6M 97,388 -166,747 -63%
PAS
65
Park Avenue Securities
New York
$2.57M 96,346 -10,675 -10%
IPW
66
Impact Partnership Wealth
Georgia
$2.52M 94,179 +6,468 +7%
CPG
67
Cornerstone Planning Group
New Jersey
$2.51M 92,557 +1,786 +2%
Allianz Asset Management
68
Allianz Asset Management
Germany
$2.5M 93,500 +93,500 New
MNA
69
Manning & Napier Advisors
New York
$2.45M 91,653 -16,674 -15%
DLCIG
70
D.L. Carlson Investment Group
New Hampshire
$2.29M 85,748 +1,430 +2%
UFA
71
US Financial Advisors
Massachusetts
$2.13M 79,724 +150 +0.2%
FAM
72
Forte Asset Management
New York
$2.08M 78,000 – –
VCM
73
Virtue Capital Management
Tennessee
$2M 74,942 +4,729 +7%
FCBT
74
First Citizens Bank & Trust
North Carolina
$1.97M 73,795 +21,003 +40%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$1.96M 73,468 +44,059 +150%
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