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iShares Fallen Angels USD Bond ETF

222 hedge funds and large institutions have $1.96B invested in iShares Fallen Angels USD Bond ETF in 2021 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 64 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,613% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 8

463% more capital invested

Capital invested by funds: $348M → $1.96B (+$1.61B)

300% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 16

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

139% more funds holding

Funds holding: 93222 (+129)

6.91% more ownership

Funds ownership: 83.76%90.67% (+6.9%)

Holders
222
Holders Change
+129
Holders Change %
+138.71%
% of All Funds
3.9%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.11%
New
137
Increased
64
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
101
Steward Partners Investment Advisory
New York
$1.18M +$1.16M +39,500 +3,888%
TF
102
Trek Financial
Arizona
$1.17M +$1.18M +40,100 New
FWM
103
Foresight Wealth Management
Utah
$1.14M -$37.5K -1,277 -3%
CAM
104
Concorde Asset Management
Michigan
$1.14M +$1.14M +38,945 New
DE
105
Day & Ennis
Georgia
$1.12M +$1.12M +38,293 New
CWS
106
Cypress Wealth Services
California
$1.12M +$1.12M +38,304 New
CA
107
Cetera Advisors
Colorado
$1.11M +$786K +26,806 +242%
MCIA
108
Mountain Capital Investment Advisors
Colorado
$1.11M +$1.11M +37,845 New
SWA
109
Stratos Wealth Advisors
Ohio
$1.09M +$1.1M +37,432 New
PPP
110
Private Portfolio Partners
New Jersey
$1.06M +$1.06M +36,271 New
OWA
111
Outlook Wealth Advisors
Texas
$1.02M +$361K +12,314 +55%
MAFM
112
Mid Atlantic Financial Management
Pennsylvania
$1.01M +$617K +21,049 +157%
ARG
113
Advisory Resource Group
Oklahoma
$1M -$4.31K -147 -0.4%
CPO
114
Cerity Partners OCIO
New York
$996K +$3.9K +133 +0.4%
IWC
115
Integrated Wealth Concepts
Massachusetts
$969K +$972K +33,149 New
TWM
116
Tradition Wealth Management
Minnesota
$959K +$962K +32,798 +546,633%
Baird Financial Group
117
Baird Financial Group
Wisconsin
$955K +$958K +32,673 New
MBT
118
Montecito Bank & Trust
California
$925K +$928K +31,640 New
CFD
119
Creative Financial Designs
Indiana
$905K +$908K +30,949 New
AFP
120
Ausdal Financial Partners
Iowa
$861K +$283K +9,660 +49%
CF
121
Centaurus Financial
California
$824K +$462K +15,740 +127%
CCWA
122
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$824K +$826K +28,168 New
I
123
INVST
Indiana
$819K +$815K +27,800 New
PAG
124
Private Advisor Group
New Jersey
$808K +$34.8K +1,187 +4%
UCFA
125
United Capital Financial Advisors
Texas
$803K +$805K +27,450 New