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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

262 hedge funds and large institutions have $1.21B invested in iShares Fallen Angels USD Bond ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 107 increasing their positions, 94 reducing their positions, and 22 closing their positions.

Holders
262
Holders Change
+5
Holders Change %
+1.95%
% of All Funds
3.8%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
34
Increased
107
Reduced
94
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Nomura Asset Management
1
Nomura Asset Management
Japan
$62.5M
2
AIA
2
Angeles Investment Advisors
California
$30.2M
3
Ameriprise
3
Ameriprise
Minnesota
$29.5M
4
Bank of America
4
Bank of America
North Carolina
$143M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$20.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$51.4M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$37.7M
3
AFO
3
Allie Family Office
Florida
$245K
4
TA
4
Tactive Advisors
Florida
$1.15M
5
DJSG
5
D.J. St. Germain
Massachusetts
$1.83M
Name Market Value Shares Shares
Change 		Shares
Change %
C1AG
76
Client 1st Advisory Group
Florida
$1.87M 69,484 -14,718 -17%
DJSG
77
D.J. St. Germain
Massachusetts
$1.83M 68,037 -242,246 -78%
FWA
78
FOCUS Wealth Advisors
Texas
$1.81M 67,251 +67,251 New
Stifel Financial
79
Stifel Financial
Missouri
$1.77M 65,844 +3,900 +6%
MLM
80
Mount Lucas Management
Pennsylvania
$1.76M 65,655 +18,812 +40%
CW
81
CreativeOne Wealth
Kansas
$1.63M 60,743 +37,361 +160%
US Bancorp
82
US Bancorp
Minnesota
$1.55M 57,558 +20,895 +57%
NCM
83
Novare Capital Management
North Carolina
$1.54M 57,439 +12,765 +29%
FLA
84
Financial Life Advisors
Texas
$1.4M 52,259 -13,455 -20%
Baird Financial Group
85
Baird Financial Group
Wisconsin
$1.38M 51,416 +25,205 +96%
AFP
86
Ausdal Financial Partners
Iowa
$1.37M 51,029 +6,703 +15%
PPW
87
Parcion Private Wealth
Washington
$1.35M 50,369 -2,755 -5%
FTS
88
Fifth Third Securities
Ohio
$1.32M 49,265 +1,625 +3%
DI
89
DDFG Inc
California
$1.32M 49,219 +2,879 +6%
AI
90
Atria Investments
North Carolina
$1.32M 49,152 -2,361 -5%
WAS
91
Wealth Advisory Solutions
Indiana
$1.31M 48,653 +48,653 New
Renaissance Technologies
92
Renaissance Technologies
New York
$1.23M 45,863 +3,563 +8%
SFC
93
Strategic Financial Concepts
Texas
$1.23M 45,835 +8,424 +23%
FCBT
94
First Citizens Bank & Trust
North Carolina
$1.22M 45,504 +6,891 +18%
HIIFS
95
Harel Insurance Investments & Financial Services
Israel
– – – –
TA
96
Tactive Advisors
Florida
$1.15M 42,929 -432,714 -91%
VAG
97
VisionPoint Advisory Group
Texas
$1.11M 41,233 +8,161 +25%
CBC
98
Coombe, Bender & Co
New York
$1.1M 41,063 +558 +1%
Janney Montgomery Scott
99
Janney Montgomery Scott
Pennsylvania
$1.08M 40,372 -49,621 -55%
Prudential Financial
100
Prudential Financial
New Jersey
$1.07M 39,701 +5,621 +16%
2 3
4
5 6