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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

293 hedge funds and large institutions have $1.1B invested in iShares Fallen Angels USD Bond ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 87 increasing their positions, 139 reducing their positions, and 49 closing their positions.

Holders
293
Holders Change
-8
Holders Change %
-2.66%
% of All Funds
4.69%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
48
Increased
87
Reduced
139
Closed
49
Calls
$33K
Puts
$3K
Net Calls
+$30K
Net Calls Change
+$30K

Top Buyers

1
Nomura Asset Management
1
Nomura Asset Management
Japan
$43.5M
2
Bank of America
2
Bank of America
North Carolina
$58.2M
3
MG
3
Mather Group
Illinois
$142M
4
UBS Group
4
UBS Group
Switzerland
$30.8M
5
State of Tennessee, Department of Treasury
5
State of Tennessee, Department of Treasury
Tennessee
$12.5M

Top Sellers

1
SCM
1
SCS Capital Management
Massachusetts
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$210M
3
PPW
3
Parcion Private Wealth
Washington
$3.45M
4
Jane Street
4
Jane Street
New York
$5.46M
5
BlackRock
5
BlackRock
New York
$35.4M
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
76
Kestra Advisory Services
Texas
$1.28M 50,492 -86,930 -63%
PA
77
PFG Advisors
Arizona
$1.27M 50,311 -33,879 -40%
BRWA
78
B. Riley Wealth Advisors
Florida
$1.26M 49,787 +1,088 +2%
SHIM
79
Stone House Investment Management
Pennsylvania
$1.18M 46,772 -1 -0%
JWCA
80
J.W. Cole Advisors
Florida
$1.14M 45,234 +45,234 New
T
81
TNF
Montana
$1.14M 45,277 -4,286 -9%
LWA
82
Lineweaver Wealth Advisors
Ohio
$1.12M 44,184 +48 +0.1%
APW
83
Austin Private Wealth
Texas
$1.08M 42,555 -915 -2%
FIM
84
Freedom Investment Management
Connecticut
$1.07M 42,173 -291 -0.7%
MOS
85
MGO One Seven
Ohio
$1.06M 41,996 +41,996 New
WAS
86
Wealth Advisory Solutions
Indiana
$1.04M 41,341 +929 +2%
CIAS
87
CFS Investment Advisory Services
New Jersey
$1.03M 40,664 -14,837 -27%
T
88
TCWP
Ohio
$994K 39,341 +23,713 +152%
RJA
89
Raymond James & Associates
Florida
$991K 39,228 -26,791 -41%
AAS
90
Avantax Advisory Services
Texas
$989K 39,124 +4,947 +14%
AFP
91
Ausdal Financial Partners
Iowa
$981K 38,836 -1,412 -4%
PFG
92
PAX Financial Group
Texas
$981K 38,810 -4,124 -10%
FLA
93
Financial Life Advisors
Texas
$962K 38,064 +1,173 +3%
LWM
94
Liberty Wealth Management
California
$960K 37,977 +37,977 New
NAM
95
NTV Asset Management
West Virginia
$956K 37,850 – –
OWA
96
One Wealth Advisors
California
$941K 37,256 -683 -2%
VFM
97
Valley Financial Management
New York
$939K 37,147 -14,118 -28%
WFC
98
Western Financial Corp
California
$913K 36,144 -1,400 -4%
DWT
99
Dorsey & Whitney Trust
South Dakota
$910K 36,000 – –
IWP
100
Icon Wealth Partners
Texas
$907K 35,911 +35,911 New
2 3
4
5 6