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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

222 hedge funds and large institutions have $1.96B invested in iShares Fallen Angels USD Bond ETF in 2021 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 64 increasing their positions, 16 reducing their positions, and 8 closing their positions.

Holders
222
Holders Change
+129
Holders Change %
+138.71%
% of All Funds
3.91%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.11%
New
137
Increased
64
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$495M
2
BlackRock
2
BlackRock
New York
$152M
3
Jane Street
3
Jane Street
New York
$138M
4
LPL Financial
4
LPL Financial
California
$109M
5
AIA
5
Angeles Investment Advisors
California
$103M

Top Sellers

1
RCS
1
Retirement Capital Strategies
California
$0
2
FTUS
2
Flow Traders U.S.
New York
$0
3
GI
3
Gradient Investments
Minnesota
$25K
4
B
4
Barings
North Carolina
$0
5
RWA
5
Redhawk Wealth Advisors
Minnesota
$485K
Name Market Value Shares Shares
Change 		Shares
Change %
Betterment LLC
76
Betterment LLC
New York
$2.06M 70,501 +70,501 New
BRWA
77
B. Riley Wealth Advisors
Florida
$1.97M 67,449 +67,449 New
BHWM
78
Bay Harbor Wealth Management
Maryland
$1.96M 67,074 +67,074 New
LWA
79
Lineweaver Wealth Advisors
Ohio
$1.87M 63,926 +63,926 New
CWMU
80
Caliber Wealth Management (Utah)
Utah
$1.86M 63,590 +24,999 +65%
APW
81
Austin Private Wealth
Texas
$1.86M 63,465 +63,465 New
OAP
82
One Advisory Partners
Kansas
$1.83M 62,531 +62,531 New
CWA
83
Clearview Wealth Advisors
Oregon
$1.71M 58,431 +58,431 New
HighTower Advisors
84
HighTower Advisors
Illinois
$1.68M 57,470 +57,470 New
SMG
85
Spectrum Management Group
Indiana
$1.65M 56,425 +56,425 New
FAIM
86
Financial Advocates Investment Management
Washington
$1.63M 55,779 +46,227 +484%
WIA
87
World Investment Advisors
California
$1.54M 52,501 +28,335 +117%
FIA
88
Foundations Investment Advisors
Arizona
$1.52M 51,978 +51,978 New
C1AG
89
Client 1st Advisory Group
Florida
$1.5M 51,266 +36,424 +245%
SFO
90
Stokes Family Office
Louisiana
$1.46M 50,027 +50,027 New
Truist Financial
91
Truist Financial
North Carolina
$1.4M 47,735 +33,926 +246%
SWM
92
SigFig Wealth Management
California
$1.38M 47,186 +47,186 New
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
$1.34M 45,727 +45,727 New
SPAS
94
Spectrum Planning & Advisory Services
California
$1.29M 44,225 +44,225 New
SWM
95
Spire Wealth Management
Virginia
$1.26M 43,049 +43,049 New
VC
96
Veracity Capital
Georgia
$1.21M 41,486 +41,486 New
SPC
97
Sigma Planning Corp
Michigan
$1.21M 41,399 +41,399 New
LWM
98
Liberty Wealth Management
California
$1.2M 41,034 – –
TCA
99
Transcend Capital Advisors
New Jersey
$1.2M 41,136 +41,136 New
IA
100
Insight Advisors
Pennsylvania
$1.2M 40,647 +2,559 +7%
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4
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