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iShares Fallen Angels USD Bond ETF

306 hedge funds and large institutions have $1.84B invested in iShares Fallen Angels USD Bond ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 65 increasing their positions, 188 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 31

1.39% less ownership

Funds ownership: 86.97%85.58% (-1.4%)

2% less funds holding

Funds holding: 312306 (-6)

25% less capital invested

Capital invested by funds: $2.45B → $1.84B (-$606M)

57% less funds holding in top 10

Funds holding in top 10: 146 (-8)

65% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 188

Holders
306
Holders Change
-6
Holders Change %
-1.92%
% of All Funds
5.27%
Holding in Top 10
6
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-57.14%
% of All Funds
0.1%
New
31
Increased
65
Reduced
188
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
76
Prudential Financial
New Jersey
$2.52M -$1.27M -50,594 -33%
PA
77
PFG Advisors
Arizona
$2.47M -$168K -6,661 -6%
AWM
78
AE Wealth Management
Kansas
$2.46M -$7.02M -279,188 -73%
DE
79
Day & Ennis
Georgia
$2.41M +$57K +2,268 +2%
OFS
80
OneAscent Financial Services
Alabama
$2.37M +$2.49M +98,965 New
GVAG
81
Great Valley Advisor Group
Delaware
$2.35M +$50.4K +2,004 +2%
SFS
82
Security Financial Services
Indiana
$2.34M -$832K -33,074 -25%
APW
83
Austin Private Wealth
Texas
$2.33M -$525K -20,861 -18%
T
84
TNF
Montana
$2.27M -$1.4M -55,632 -37%
EH
85
Equitable Holdings
New York
$2.25M +$8.75K +348 +0.4%
BRWA
86
B. Riley Wealth Advisors
Florida
$2.12M -$529K -21,030 -19%
LWM
87
Liberty Wealth Management
California
$2.09M -$796K -31,649 -27%
CAG
88
Csenge Advisory Group
Florida
$2.03M +$273K +10,865 +15%
IA
89
IFP Advisors
Florida
$1.99M -$131K -5,215 -7%
OWA
90
One Wealth Advisors
California
$1.94M -$949K -37,731 -32%
IWA
91
Icon Wealth Advisors
Texas
$1.92M +$2.02M +80,375 New
CWA
92
Clearview Wealth Advisors
Oregon
$1.83M -$523K -20,800 -21%
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$1.83M -$547K -21,755 -22%
OAP
94
One Advisory Partners
Kansas
$1.79M -$93.1K -3,702 -5%
VC
95
Vicus Capital
Pennsylvania
$1.76M -$129K -5,127 -7%
Truist Financial
96
Truist Financial
North Carolina
$1.74M -$1.36M -54,024 -43%
Creative Planning
97
Creative Planning
Kansas
$1.74M +$709K +28,193 +63%
CA
98
Cetera Advisors
Colorado
$1.72M -$99.5K -3,957 -5%
TF
99
Trek Financial
Arizona
$1.65M +$982K +39,055 +131%
BHWM
100
Bay Harbor Wealth Management
Maryland
$1.62M -$386K -15,327 -18%