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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

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.

Holders
222
Holders Change
+129
Holders Change %
+138.71%
% of All Funds
3.91%
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
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$495M
2
BlackRock
2
BlackRock
New York
$152M
3
Jane Street
3
Jane Street
New York
$138M
4
LPL Financial
4
LPL Financial
California
$109M
5
AIA
5
Angeles Investment Advisors
California
$103M

Top Sellers

1
RCS
1
Retirement Capital Strategies
California
$0
2
FTUS
2
Flow Traders U.S.
New York
$0
3
GI
3
Gradient Investments
Minnesota
$25K
4
B
4
Barings
North Carolina
$0
5
RWA
5
Redhawk Wealth Advisors
Minnesota
$485K
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
101
Steward Partners Investment Advisory
New York
$1.18M 40,516 +39,500 +3,888%
TF
102
Trek Financial
Arizona
$1.17M 40,100 +40,100 New
FWM
103
Foresight Wealth Management
Utah
$1.14M 38,977 -1,277 -3%
CAM
104
Concorde Asset Management
Michigan
$1.14M 38,945 +38,945 New
DE
105
Day & Ennis
Georgia
$1.12M 38,293 +38,293 New
CWS
106
Cypress Wealth Services
California
$1.12M 38,304 +38,304 New
CA
107
Cetera Advisors
Colorado
$1.11M 37,877 +26,806 +242%
MCIA
108
Mountain Capital Investment Advisors
Colorado
$1.11M 37,845 +37,845 New
SWA
109
Stratos Wealth Advisors
Ohio
$1.1M 37,432 +37,432 New
PPP
110
Private Portfolio Partners
New Jersey
$1.06M 36,271 +36,271 New
OWA
111
Outlook Wealth Advisors
Texas
$1.02M 34,759 +12,314 +55%
MAFM
112
Mid Atlantic Financial Management
Pennsylvania
$1.01M 34,438 +21,049 +157%
ARG
113
Advisory Resource Group
Oklahoma
$1M 34,274 -147 -0.4%
CPO
114
Cerity Partners OCIO
New York
$996K 34,065 +133 +0.4%
IWC
115
Integrated Wealth Concepts
Massachusetts
$969K 33,149 +33,149 New
TWM
116
Tradition Wealth Management
Minnesota
$959K 32,804 +32,798 +546,633%
Baird Financial Group
117
Baird Financial Group
Wisconsin
$955K 32,673 +32,673 New
MBT
118
Montecito Bank & Trust
California
$925K 31,640 +31,640 New
CFD
119
Creative Financial Designs
Indiana
$905K 30,949 +30,949 New
AFP
120
Ausdal Financial Partners
Iowa
$861K 29,448 +9,660 +49%
CF
121
Centaurus Financial
California
$824K 28,164 +15,740 +127%
CCWA
122
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$824K 28,168 +28,168 New
I
123
INVST
Indiana
$819K 27,800 +27,800 New
PAG
124
Private Advisor Group
New Jersey
$808K 27,648 +1,187 +4%
UCFA
125
United Capital Financial Advisors
Texas
$803K 27,450 +27,450 New
3 4
5
6 7