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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

263 hedge funds and large institutions have $1.15B invested in iShares Fallen Angels USD Bond ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 93 increasing their positions, 100 reducing their positions, and 25 closing their positions.

Holders
263
Holders Change
+1
Holders Change %
+0.38%
% of All Funds
3.83%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
31
Increased
93
Reduced
100
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$95.2M
2
Jane Street
2
Jane Street
New York
$12.6M
3
MG
3
Mather Group
Illinois
$190M
4
TC
4
Toews Corporation
New Jersey
$6.93M
5
Betterment LLC
5
Betterment LLC
New York
$12.7M

Top Sellers

1
Nomura Asset Management
1
Nomura Asset Management
Japan
$14.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$201K
3
Wells Fargo
3
Wells Fargo
California
$20.2K
4
RCS
4
Retirement Capital Strategies
California
$0
5
AIA
5
Angeles Investment Advisors
California
$24.3M
Name Market Value Shares Shares
Change 		Shares
Change %
NCM
76
Novare Capital Management
North Carolina
$1.59M 60,711 +3,272 +6%
WIA
77
World Investment Advisors
California
$1.54M 58,689 -50,099 -46%
RJA
78
Raymond James & Associates
Florida
$1.52M 57,891 +41,544 +254%
C1AG
79
Client 1st Advisory Group
Florida
$1.38M 52,644 -16,840 -24%
IPW
80
Impact Partnership Wealth
Georgia
$1.37M 52,406 +16,993 +48%
Baird Financial Group
81
Baird Financial Group
Wisconsin
$1.34M 51,225 -191 -0.4%
HIIFS
82
Harel Insurance Investments & Financial Services
Israel
– – – –
WAS
83
Wealth Advisory Solutions
Indiana
$1.29M 49,380 +727 +1%
Stifel Financial
84
Stifel Financial
Missouri
$1.27M 48,601 -17,243 -26%
AFP
85
Ausdal Financial Partners
Iowa
$1.27M 48,548 -2,481 -5%
PPW
86
Parcion Private Wealth
Washington
$1.26M 48,193 -2,176 -4%
DJSG
87
D.J. St. Germain
Massachusetts
$1.26M 48,070 -19,967 -29%
SSA
88
Schonfeld Strategic Advisors
New York
$1.22M 46,452 -74,744 -62%
CP
89
Cumberland Partners
Ontario, Canada
$1.21M 46,200 +46,200 New
IWM
90
Iams Wealth Management
Nebraska
$1.2M 45,995 +45,995 New
FCBT
91
First Citizens Bank & Trust
North Carolina
$1.19M 45,504 – –
DI
92
DDFG Inc
California
$1.19M 45,320 -3,899 -8%
CBC
93
Coombe, Bender & Co
New York
$1.11M 42,407 +1,344 +3%
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$1.09M 41,590 +1,218 +3%
PCIA
95
Prime Capital Investment Advisors
Kansas
$1.09M 41,454 -34,751 -46%
AI
96
Atria Investments
North Carolina
$1.04M 39,780 -9,372 -19%
CW
97
CreativeOne Wealth
Kansas
$1.02M 39,035 -21,708 -36%
AAMC
98
Asset Allocation & Management Company
Illinois
$1.02M 39,000 – –
SFC
99
Strategic Financial Concepts
Texas
$987K 222,350 +176,515 +385%
AC
100
Addison Capital
Pennsylvania
$983K 37,523 +17,222 +85%
2 3
4
5 6