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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

244 hedge funds and large institutions have $2.33B invested in iShares Fallen Angels USD Bond ETF in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 166 increasing their positions, 30 reducing their positions, and 11 closing their positions.

Holders
244
Holders Change
+22
Holders Change %
+9.91%
% of All Funds
4.26%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.17%
New
33
Increased
166
Reduced
30
Closed
11
Calls
–
Puts
$504K
Net Calls
-$504K
Net Calls Change
-$504K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$571M
2
Morgan Stanley
2
Morgan Stanley
New York
$100M
3
AIA
3
Angeles Investment Advisors
California
$141M
4
MC
4
McMorgan & Co
California
$33.4M
5
IDA
5
Intelligence Driven Advisers
California
$24.7M

Top Sellers

1
Jane Street
1
Jane Street
New York
$26.6M
2
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$0
3
TC
3
Toews Corporation
New Jersey
$0
4
TCA
4
Transcend Capital Advisors
New Jersey
$0
5
ARG
5
Advisory Resource Group
Oklahoma
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PFA
76
Pettinga Financial Advisors
Indiana
$3.3M 110,042 -22,197 -17%
Prudential Financial
77
Prudential Financial
New Jersey
$3.01M 100,602 +6,669 +7%
Truist Financial
78
Truist Financial
North Carolina
$2.95M 98,355 +50,620 +106%
AFM
79
Andesa Financial Management
Pennsylvania
$2.92M 97,462 +97,462 New
SFO
80
Stokes Family Office
Louisiana
$2.91M 97,274 +47,247 +94%
NFG
81
Next Financial Group
Texas
$2.89M 96,348 +6,230 +7%
CWMU
82
Caliber Wealth Management (Utah)
Utah
$2.87M 95,682 +32,092 +50%
FEM
83
Fulcrum Equity Management
Texas
$2.78M 92,769 +92,769 New
IWP
84
Icon Wealth Partners
Texas
$2.77M 92,449 +20,629 +29%
NL
85
NWAM LLC
Washington
$2.76M 92,147 +4,335 +5%
LWM
86
Liberty Wealth Management
California
$2.76M 91,982 +50,948 +124%
AWE
87
Avidian Wealth Enterprises
Texas
$2.58M 86,241 -22,277 -21%
SHIM
88
Stone House Investment Management
Pennsylvania
$2.49M 83,255 +83,255 New
SWA
89
Stratos Wealth Advisors
Ohio
$2.44M 81,437 +44,005 +118%
EH
90
Equitable Holdings
New York
$2.43M 81,052 +5,858 +8%
State of New Jersey Common Pension Fund D
91
State of New Jersey Common Pension Fund D
New Jersey
$2.4M 80,000 – –
SFA
92
Semmax Financial Advisors
North Carolina
$2.38M 79,390 +4,642 +6%
BHWM
93
Bay Harbor Wealth Management
Maryland
$2.36M 78,907 +11,833 +18%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$2.33M 77,817 +71,692 +1,170%
BRWA
95
B. Riley Wealth Advisors
Florida
$2.33M 77,687 +10,238 +15%
SWM
96
Spire Wealth Management
Virginia
$2.32M 77,266 +34,217 +79%
DE
97
Day & Ennis
Georgia
$2.31M 77,022 +38,729 +101%
CWA
98
Clearview Wealth Advisors
Oregon
$2.28M 76,047 +17,616 +30%
VCM
99
Virtue Capital Management
Tennessee
$2.16M 72,216 +72,216 New
Betterment LLC
100
Betterment LLC
New York
$2.15M 71,581 +1,080 +2%
2 3
4
5 6