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iShares Fallen Angels USD Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

1,613% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 8

463% more capital invested

Capital invested by funds: $348M → $1.96B (+$1.61B)

300% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 16

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

139% more funds holding

Funds holding: 93222 (+129)

6.91% more ownership

Funds ownership: 83.76%90.67% (+6.9%)

Holders
222
Holders Change
+129
Holders Change %
+138.71%
% of All Funds
3.9%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
76
Betterment LLC
New York
$2.06M +$2.07M +70,501 New
BRWA
77
B. Riley Wealth Advisors
Florida
$1.97M +$1.98M +67,449 New
BHWM
78
Bay Harbor Wealth Management
Maryland
$1.96M +$1.97M +67,074 New
LWA
79
Lineweaver Wealth Advisors
Ohio
$1.87M +$1.87M +63,926 New
CWMU
80
Caliber Wealth Management (Utah)
Utah
$1.86M +$733K +24,999 +65%
APW
81
Austin Private Wealth
Texas
$1.86M +$1.86M +63,465 New
OAP
82
One Advisory Partners
Kansas
$1.83M +$1.83M +62,531 New
CWA
83
Clearview Wealth Advisors
Oregon
$1.71M +$1.71M +58,431 New
HighTower Advisors
84
HighTower Advisors
Illinois
$1.68M +$1.69M +57,470 New
SMG
85
Spectrum Management Group
Indiana
$1.65M +$1.65M +56,425 New
FAIM
86
Financial Advocates Investment Management
Washington
$1.63M +$1.36M +46,227 +484%
WIA
87
World Investment Advisors
California
$1.54M +$831K +28,335 +117%
FIA
88
Foundations Investment Advisors
Arizona
$1.52M +$1.52M +51,978 New
C1AG
89
Client 1st Advisory Group
Florida
$1.5M +$1.07M +36,424 +245%
SFO
90
Stokes Family Office
Louisiana
$1.46M +$1.47M +50,027 New
Truist Financial
91
Truist Financial
North Carolina
$1.4M +$995K +33,926 +246%
SWM
92
SigFig Wealth Management
California
$1.38M +$1.38M +47,186 New
Mercer Global Advisors
93
Mercer Global Advisors
Colorado
$1.34M +$1.34M +45,727 New
SPAS
94
Spectrum Planning & Advisory Services
California
$1.29M +$1.3M +44,225 New
SWM
95
Spire Wealth Management
Virginia
$1.26M +$1.26M +43,049 New
VC
96
Veracity Capital
Georgia
$1.21M +$1.22M +41,486 New
SPC
97
Sigma Planning Corp
Michigan
$1.21M +$1.21M +41,399 New
LWM
98
Liberty Wealth Management
California
$1.2M
TCA
99
Transcend Capital Advisors
New Jersey
$1.2M +$1.21M +41,136 New
IA
100
Insight Advisors
Pennsylvania
$1.2M +$75.1K +2,559 +7%