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iShares Fallen Angels USD Bond ETF

291 hedge funds and large institutions have $1.3B invested in iShares Fallen Angels USD Bond ETF in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 126 increasing their positions, 114 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

18% more capital invested

Capital invested by funds: $1.1B → $1.3B (+$202M)

11% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 114

3.93% more ownership

Funds ownership: 72.11%76.04% (+3.9%)

0% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 36

1% less funds holding

Funds holding: 293291 (-2)

Holders
291
Holders Change
-2
Holders Change %
-0.68%
% of All Funds
4.57%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
36
Increased
126
Reduced
114
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWMU
76
Caliber Wealth Management (Utah)
Utah
$1.63M +$32.6K +1,304 +2%
BTI
77
Blue Trust Inc
Georgia
$1.62M -$163K -6,514 -9%
CW
78
CreativeOne Wealth
Kansas
$1.61M +$77.9K +3,115 +5%
CAG
79
Csenge Advisory Group
Florida
$1.6M -$93.3K -3,729 -6%
VC
80
Vicus Capital
Pennsylvania
$1.49M -$37.4K -1,496 -2%
SHJ
81
Sharkey, Howes & Javer
Colorado
$1.43M +$81.4K +3,253 +6%
AWM
82
AE Wealth Management
Kansas
$1.42M +$976 +39 +0.1%
USCWA
83
U.S. Capital Wealth Advisors
Texas
$1.35M +$51.1K +2,042 +4%
BRWA
84
B. Riley Wealth Advisors
Florida
$1.32M +$58.9K +2,355 +5%
CS
85
Comerica Securities
Michigan
$1.3M -$13.1K -523 -1%
CFGS
86
Concourse Financial Group Securities
Alabama
$1.28M -$15.6K -625 -1%
HSBC Holdings
87
HSBC Holdings
United Kingdom
$1.22M -$525K -20,972 -30%
SHIM
88
Stone House Investment Management
Pennsylvania
$1.21M +$22.2K +889 +2%
MLM
89
Mount Lucas Management
Pennsylvania
$1.2M +$303K +12,113 +34%
CPG
90
Cornerstone Planning Group
New Jersey
$1.19M +$1.17M +46,915 New
SFC
91
Strategic Financial Concepts
Texas
$1.17M -$122K -4,885 -10%
T
92
TNF
Montana
$1.16M +$10.7K +429 +0.9%
VAG
93
VisionPoint Advisory Group
Texas
$1.16M +$1.14M +45,634 New
LWA
94
Lineweaver Wealth Advisors
Ohio
$1.13M +$10.7K +428 +1%
APW
95
Austin Private Wealth
Texas
$1.1M +$25K +998 +2%
FLA
96
Financial Life Advisors
Texas
$1.08M +$108K +4,320 +11%
WAS
97
Wealth Advisory Solutions
Indiana
$1.05M +$2.58K +103 +0.2%
IWP
98
Icon Wealth Partners
Texas
$1.05M +$132K +5,295 +15%
T
99
TCWP
Ohio
$1.04M +$44.6K +1,782 +5%
PA
100
PFG Advisors
Arizona
$1.04M -$230K -9,212 -18%