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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

257 hedge funds and large institutions have $1.15B invested in iShares Fallen Angels USD Bond ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 88 increasing their positions, 87 reducing their positions, and 28 closing their positions.

Holders
257
Holders Change
+32
Holders Change %
+14.22%
% of All Funds
3.77%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
62
Increased
88
Reduced
87
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$102M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$63.8M
3
Bank of America
3
Bank of America
North Carolina
$121M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$63M
5
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$16.2M

Top Sellers

1
Jane Street
1
Jane Street
New York
$5.14M
2
AIA
2
Angeles Investment Advisors
California
$0
3
BAAM
3
Baker Avenue Asset Management
California
$7.41M
4
SIS
4
Strategic Investment Solutions
Illinois
$37.9K
5
State of Tennessee, Department of Treasury
5
State of Tennessee, Department of Treasury
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SW
76
SteelPeak Wealth
California
$1.96M 74,309 -8,701 -10%
FLA
77
Financial Life Advisors
Texas
$1.73M 65,714 +24,675 +60%
CWMU
78
Caliber Wealth Management (Utah)
Utah
$1.71M 64,711 +875 +1%
Stifel Financial
79
Stifel Financial
Missouri
$1.64M 61,944 -36,901 -37%
IP
80
Ignite Planners
California
$1.42M 54,063 +15,866 +42%
PPW
81
Parcion Private Wealth
Washington
$1.4M 53,124 -20,510 -28%
AI
82
Atria Investments
North Carolina
$1.36M 51,513 +722 +1%
FTS
83
Fifth Third Securities
Ohio
$1.26M 47,640 +8,920 +23%
MLM
84
Mount Lucas Management
Pennsylvania
$1.24M 46,843 -1,830 -4%
DI
85
DDFG Inc
California
$1.22M 46,340 -112 -0.2%
IPW
86
Impact Partnership Wealth
Georgia
$1.2M 45,486 -119,380 -72%
NCM
87
Novare Capital Management
North Carolina
$1.18M 44,674 +7,275 +19%
AFP
88
Ausdal Financial Partners
Iowa
$1.17M 44,326 +7,464 +20%
Renaissance Technologies
89
Renaissance Technologies
New York
$1.12M 42,300 +42,300 New
CBC
90
Coombe, Bender & Co
New York
$1.07M 40,505 +4,067 +11%
AAMC
91
Asset Allocation & Management Company
Illinois
$1.03M 39,000 +39,000 New
FCBT
92
First Citizens Bank & Trust
North Carolina
$1.02M 38,613 -79 -0.2%
Citigroup
93
Citigroup
New York
$991K 37,521 -1,924 -5%
SFC
94
Strategic Financial Concepts
Texas
$988K 37,411 -8,681 -19%
US Bancorp
95
US Bancorp
Minnesota
$968K 36,663 +10,243 +39%
FIM
96
Freedom Investment Management
Connecticut
$945K 35,793 -4,182 -10%
MOS
97
MGO One Seven
Ohio
$920K 34,865 +34,865 New
Prudential Financial
98
Prudential Financial
New Jersey
$900K 34,080 +16,881 +98%
VAG
99
VisionPoint Advisory Group
Texas
$873K 33,072 +33,072 New
WBCM
100
Wilson & Boucher Capital Management
California
$858K 32,500 +1,200 +4%
2 3
4
5 6