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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

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.

Holders
291
Holders Change
-2
Holders Change %
-0.68%
% of All Funds
4.59%
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
–

Top Buyers

1
SFSG
1
Sound Financial Strategies Group
Mississippi
$61.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$239M
3
WSTAM
3
Wilbanks Smith & Thomas Asset Management
Virginia
$26.5M
4
OP
4
ORG Partners
Indiana
$20.2M
5
Ameriprise
5
Ameriprise
Minnesota
$17.3M

Top Sellers

1
RH
1
RenaissanceRe Holdings
Bermuda
$0
2
State of Tennessee, Department of Treasury
2
State of Tennessee, Department of Treasury
Tennessee
$0
3
Nomura Asset Management
3
Nomura Asset Management
Japan
$33.7M
4
UBS Group
4
UBS Group
Switzerland
$23.9M
5
WEG
5
World Equity Group
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CWMU
76
Caliber Wealth Management (Utah)
Utah
$1.63M 64,164 +1,304 +2%
BTI
77
Blue Trust Inc
Georgia
$1.62M 63,950 -6,514 -9%
CW
78
CreativeOne Wealth
Kansas
$1.62M 63,660 +3,115 +5%
CAG
79
Csenge Advisory Group
Florida
$1.6M 63,028 -3,729 -6%
VC
80
Vicus Capital
Pennsylvania
$1.49M 58,887 -1,496 -2%
SHJ
81
Sharkey, Howes & Javer
Colorado
$1.43M 56,409 +3,253 +6%
AWM
82
AE Wealth Management
Kansas
$1.42M 56,137 +39 +0.1%
USCWA
83
U.S. Capital Wealth Advisors
Texas
$1.35M 53,018 +2,042 +4%
BRWA
84
B. Riley Wealth Advisors
Florida
$1.32M 52,142 +2,355 +5%
CS
85
Comerica Securities
Michigan
$1.3M 51,243 -523 -1%
CFGS
86
Concourse Financial Group Securities
Alabama
$1.28M 50,273 -625 -1%
HSBC Holdings
87
HSBC Holdings
United Kingdom
$1.22M 48,088 -20,972 -30%
SHIM
88
Stone House Investment Management
Pennsylvania
$1.21M 47,661 +889 +2%
MLM
89
Mount Lucas Management
Pennsylvania
$1.2M 47,387 +12,113 +34%
CPG
90
Cornerstone Planning Group
New Jersey
$1.19M 46,915 +46,915 New
SFC
91
Strategic Financial Concepts
Texas
$1.17M 46,082 -4,885 -10%
T
92
TNF
Montana
$1.16M 45,706 +429 +0.9%
VAG
93
VisionPoint Advisory Group
Texas
$1.16M 45,634 +45,634 New
LWA
94
Lineweaver Wealth Advisors
Ohio
$1.13M 44,612 +428 +1%
APW
95
Austin Private Wealth
Texas
$1.1M 43,553 +998 +2%
FLA
96
Financial Life Advisors
Texas
$1.08M 42,384 +4,320 +11%
WAS
97
Wealth Advisory Solutions
Indiana
$1.05M 41,444 +103 +0.2%
IWP
98
Icon Wealth Partners
Texas
$1.05M 41,206 +5,295 +15%
T
99
TCWP
Ohio
$1.04M 41,123 +1,782 +5%
PA
100
PFG Advisors
Arizona
$1.04M 41,099 -9,212 -18%
2 3
4
5 6