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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

270 hedge funds and large institutions have $1.31B invested in iShares Fallen Angels USD Bond ETF in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 109 increasing their positions, 82 reducing their positions, and 39 closing their positions.

Holders
270
Holders Change
-2
Holders Change %
-0.74%
% of All Funds
3.6%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
45
Increased
109
Reduced
82
Closed
39
Calls
$27K
Puts
–
Net Calls
+$27K
Net Calls Change
+$27K

Top Buyers

1
Nomura Asset Management
1
Nomura Asset Management
Japan
$38M
2
State of Tennessee, Department of Treasury
2
State of Tennessee, Department of Treasury
Tennessee
$15.6M
3
MG
3
Mather Group
Illinois
$256M
4
Ameriprise
4
Ameriprise
Minnesota
$42.5M
5
SWP
5
Stratos Wealth Partners
Ohio
$6.15M

Top Sellers

1
TC
1
Toews Corporation
New Jersey
$0
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$13M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.6M
4
AssetMark Inc
4
AssetMark Inc
California
$503K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.33M
Name Market Value Shares Shares
Change 		Shares
Change %
WI
76
WBI Investments
New Jersey
$1.91M 71,527 -53,839 -43%
PPW
77
Parcion Private Wealth
Washington
$1.9M 71,198 +14,184 +25%
IA
78
IFG Advisory
Georgia
$1.88M 70,318 +45,839 +187%
FTS
79
Fifth Third Securities
Ohio
$1.85M 69,209 +361 +0.5%
PWM
80
Perigon Wealth Management
California
$1.85M 68,451 +730 +1%
MLM
81
Mount Lucas Management
Pennsylvania
$1.82M 68,023 +2,166 +3%
FWA
82
FOCUS Wealth Advisors
Texas
$1.81M 67,698 +534 +0.8%
NCM
83
Novare Capital Management
North Carolina
$1.72M 64,324 -3,762 -6%
Baird Financial Group
84
Baird Financial Group
Wisconsin
$1.53M 57,239 +1,294 +2%
WAS
85
Wealth Advisory Solutions
Indiana
$1.46M 54,808 +4,129 +8%
Citadel Advisors
86
Citadel Advisors
Florida
$1.46M 54,752 +54,752 New
AC
87
Addison Capital
Pennsylvania
$1.35M 50,401 +4,618 +10%
JPMorgan Chase & Co
88
JPMorgan Chase & Co
New York
$1.33M 49,817 -134,243 -73%
RWM
89
Rialto Wealth Management
New York
$1.3M 48,815 +48,815 New
AAMC
90
Asset Allocation & Management Company
Illinois
$1.29M 48,200 +9,200 +24%
MEAC
91
M.E. Allison & Co
Texas
$1.25M 46,695 +46,695 New
Comerica Bank
92
Comerica Bank
Texas
$1.24M 46,608 +10,351 +29%
PAG
93
Private Advisor Group
New Jersey
$1.22M 45,743 +28,609 +167%
CP
94
Cumberland Partners
Ontario, Canada
$1.21M 45,200 +11,600 +35%
AFP
95
Ausdal Financial Partners
Iowa
$1.2M 44,976 -6,087 -12%
KAS
96
Kestra Advisory Services
Texas
$1.19M 44,571 +5,492 +14%
IA
97
Insight Advisors
Pennsylvania
$1.19M 44,551 +975 +2%
SFC
98
Strategic Financial Concepts
Texas
$1.18M 44,195 +44,195 New
HIIFS
99
Harel Insurance Investments & Financial Services
Israel
– – – –
IWM
100
Iams Wealth Management
Nebraska
$1.15M 43,229 +2,580 +6%
2 3
4
5 6