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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

283 hedge funds and large institutions have $2.77B invested in iShares Fallen Angels USD Bond ETF in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 172 increasing their positions, 45 reducing their positions, and 9 closing their positions.

Holders
283
Holders Change
+39
Holders Change %
+15.98%
% of All Funds
4.97%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.32%
New
50
Increased
172
Reduced
45
Closed
9
Calls
$295K
Puts
$497K
Net Calls
-$202K
Net Calls Change
+$302K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$696M
2
Wells Fargo
2
Wells Fargo
California
$89.2M
3
SCM
3
SCS Capital Management
Massachusetts
$49.6M
4
LPL Financial
4
LPL Financial
California
$152M
5
RH
5
RenaissanceRe Holdings
Bermuda
$25M

Top Sellers

1
MC
1
McMorgan & Co
California
$0
2
Jane Street
2
Jane Street
New York
$0
3
WP
3
WealthShield Partners
North Carolina
$6.03M
4
KFS
4
Kelly Financial Services
Massachusetts
$478K
5
5L
5
55I LLC
Massachusetts
$42.6M
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
76
HighTower Advisors
Illinois
$4.8M 160,249 +31,442 +24%
SHJ
77
Sharkey, Howes & Javer
Colorado
$4.74M 157,395 +32,235 +26%
Betterment LLC
78
Betterment LLC
New York
$4.66M 154,812 +83,231 +116%
HIM
79
HawsGoodwin Investment Management
Tennessee
$4.56M 151,543 +2,836 +2%
IWP
80
Insight Wealth Partners
Texas
$4.41M 146,349 +555 +0.4%
OWA
81
One Wealth Advisors
California
$4.08M 135,570 +101,813 +302%
SWA
82
Stratos Wealth Advisors
Ohio
$4.01M 133,225 +51,788 +64%
SFA
83
Semmax Financial Advisors
North Carolina
$3.83M 127,329 +47,939 +60%
Allianz Asset Management
84
Allianz Asset Management
Germany
$3.8M 126,200 -1,500 -1%
APW
85
Austin Private Wealth
Texas
$3.74M 124,242 +75,235 +154%
Prudential Financial
86
Prudential Financial
New Jersey
$3.73M 122,960 +22,358 +22%
GGI
87
GPM Growth Investors
Michigan
$3.73M 123,884 +7,062 +6%
HCA
88
Heck Capital Advisors
Wisconsin
$3.69M 122,694 +1,438 +1%
FIM
89
Freedom Investment Management
Connecticut
$3.57M 118,632 -1,555 -1%
CC
90
Copperleaf Capital
North Carolina
$3.44M 114,090 -20,165 -15%
Truist Financial
91
Truist Financial
North Carolina
$3.43M 113,920 +15,565 +16%
CAN
92
Cetera Advisor Networks
California
$3.25M 107,954 -7,515 -7%
SWM
93
Spire Wealth Management
Virginia
$3.22M 106,748 +29,482 +38%
SFO
94
Stokes Family Office
Louisiana
$3.18M 105,676 +8,402 +9%
PFA
95
Pettinga Financial Advisors
Indiana
$3.18M 105,504 -4,538 -4%
BRWA
96
B. Riley Wealth Advisors
Florida
$3.15M 104,574 +26,887 +35%
FEM
97
Fulcrum Equity Management
Texas
$3.13M 104,024 +11,255 +12%
MWC
98
MBM Wealth Consultants
Missouri
$3.09M 102,516 +102,516 New
Mercer Global Advisors
99
Mercer Global Advisors
Colorado
$3.05M 101,262 +53,617 +113%
CWMU
100
Caliber Wealth Management (Utah)
Utah
$3.02M 100,875 +5,193 +5%
2 3
4
5 6