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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

225 hedge funds and large institutions have $883M invested in iShares Fallen Angels USD Bond ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 56 increasing their positions, 124 reducing their positions, and 92 closing their positions.

Holders
225
Holders Change
-66
Holders Change %
-22.68%
% of All Funds
3.59%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
28
Increased
56
Reduced
124
Closed
92
Calls
$10K
Puts
$2K
Net Calls
+$8K
Net Calls Change
+$8K

Top Buyers

1
Jane Street
1
Jane Street
New York
$45M
2
AIA
2
Angeles Investment Advisors
California
$26.4M
3
OPAM
3
Ocean Park Asset Management
California
$24.3M
4
Bank of America
4
Bank of America
North Carolina
$79.8M
5
SIS
5
Strategic Investment Solutions
Illinois
$14.1M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$36.3M
2
SFSG
2
Sound Financial Strategies Group
Mississippi
$0
3
LPL Financial
3
LPL Financial
California
$35.3M
4
WSTAM
4
Wilbanks Smith & Thomas Asset Management
Virginia
$0
5
OP
5
ORG Partners
Indiana
$1.97K
Name Market Value Shares Shares
Change 		Shares
Change %
WAS
76
Wealth Advisory Solutions
Indiana
$1.2M 48,396 +6,952 +17%
KBC
77
Key Bridge Compliance
$1.2M 48,396 +48,396 New
Ameriprise
78
Ameriprise
Minnesota
$1.17M 47,074 -629,132 -93%
DI
79
DDFG Inc
California
$1.15M 46,452 +20,370 +78%
SFC
80
Strategic Financial Concepts
Texas
$1.14M 46,092 +10 +0%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$1.04M 41,736 -52,129 -56%
FLA
82
Financial Life Advisors
Texas
$1.02M 41,039 -1,345 -3%
Citadel Advisors
83
Citadel Advisors
Florida
$997K 40,192 +40,192 New
JPMorgan Chase & Co
84
JPMorgan Chase & Co
New York
$995K 40,117 +39,763 +11,232%
FIM
85
Freedom Investment Management
Connecticut
$991K 39,975 -30,742 -43%
Citigroup
86
Citigroup
New York
$978K 39,445 +10,444 +36%
FTS
87
Fifth Third Securities
Ohio
$960K 38,720 +15,483 +67%
FCBT
88
First Citizens Bank & Trust
North Carolina
$960K 38,692 – –
Wealth Enhancement Advisory Services
89
Wealth Enhancement Advisory Services
Minnesota
$951K 38,353 +38,353 New
TA
90
Tactive Advisors
Florida
$940K 37,908 -216,602 -85%
IP
91
Ignite Planners
California
$930K 38,197 +38,197 New
NCM
92
Novare Capital Management
North Carolina
$927K 37,399 +2,900 +8%
AFP
93
Ausdal Financial Partners
Iowa
$914K 36,862 -1,814 -5%
BCI
94
Brinker Capital Investments
Pennsylvania
$912K 36,790 -74,346 -67%
OPS
95
Orion Portfolio Solutions
Nebraska
$912K 36,790 -74,346 -67%
CBC
96
Coombe, Bender & Co
New York
$904K 36,438 +3,773 +12%
YWM
97
Yoder Wealth Management
California
$808K 32,596 +3,550 +12%
VWM
98
Valley Wealth Managers
New Jersey
$798K 32,189 +32,189 New
WBCM
99
Wilson & Boucher Capital Management
California
$776K 31,300 – –
IA
100
Insight Advisors
Pennsylvania
$769K 31,022 +271 +0.9%
2 3
4
5 6