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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

283 hedge funds and large institutions have $2.77B invested in iShares Fallen Angels USD Bond ETF in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 172 increasing their positions, 45 reducing their positions, and 9 closing their positions.

Holders
283
Holders Change
+39
Holders Change %
+15.98%
% of All Funds
4.97%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.32%
New
50
Increased
172
Reduced
45
Closed
9
Calls
$295K
Puts
$497K
Net Calls
-$202K
Net Calls Change
+$302K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$696M
2
Wells Fargo
2
Wells Fargo
California
$89.2M
3
SCM
3
SCS Capital Management
Massachusetts
$49.6M
4
LPL Financial
4
LPL Financial
California
$152M
5
RH
5
RenaissanceRe Holdings
Bermuda
$25M

Top Sellers

1
MC
1
McMorgan & Co
California
$0
2
Jane Street
2
Jane Street
New York
$0
3
WP
3
WealthShield Partners
North Carolina
$6.03M
4
KFS
4
Kelly Financial Services
Massachusetts
$478K
5
5L
5
55I LLC
Massachusetts
$42.6M
Name Market Value Shares Shares
Change 		Shares
Change %
CRI
101
Colonial River Investments
Virginia
$3.02M 100,875 +100,875 New
SFS
102
Sowell Financial Services
Arkansas
$2.97M 98,584 +85,608 +660%
VFM
103
Vivid Financial Management
California
$2.96M 98,233 +33,593 +52%
NL
104
NWAM LLC
Washington
$2.94M 97,744 +5,597 +6%
SPAS
105
Spectrum Planning & Advisory Services
California
$2.92M 96,978 +58,049 +149%
NAG
106
Northstar Advisory Group
New Jersey
$2.92M 96,978 +96,978 New
LWM
107
Liberty Wealth Management
California
$2.82M 93,765 +1,783 +2%
PA
108
PFG Advisors
Arizona
$2.8M 93,024 +47,513 +104%
IWP
109
Icon Wealth Partners
Texas
$2.8M 92,828 +379 +0.4%
AWE
110
Avidian Wealth Enterprises
Texas
$2.79M 92,533 +6,292 +7%
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$2.79M 92,533 +14,716 +19%
Renaissance Technologies
112
Renaissance Technologies
New York
$2.66M 88,400 -145,000 -62%
BHWM
113
Bay Harbor Wealth Management
Maryland
$2.65M 88,052 +9,145 +12%
RA
114
RFG Advisory
Alabama
$2.54M 84,465 +35,869 +74%
EH
115
Equitable Holdings
New York
$2.54M 84,322 +3,270 +4%
SHIM
116
Stone House Investment Management
Pennsylvania
$2.49M 83,255 – –
State of New Jersey Common Pension Fund D
117
State of New Jersey Common Pension Fund D
New Jersey
$2.41M 80,000 – –
DE
118
Day & Ennis
Georgia
$2.4M 79,844 +2,822 +4%
FIA
119
Foundations Investment Advisors
Arizona
$2.29M 76,380 +6,509 +9%
CF
120
Centaurus Financial
California
$2.28M 75,754 +31,694 +72%
KWM
121
Kingsview Wealth Management
Oregon
$2.25M 74,824 +14,521 +24%
RCS
122
Retirement Capital Strategies
California
$2.11M 69,980 +69,980 New
VCM
123
Virtue Capital Management
Tennessee
$2.05M 68,176 -4,040 -6%
SWM
124
SigFig Wealth Management
California
$2.05M 68,138 +8,293 +14%
PAG
125
Private Advisor Group
New Jersey
$2.05M 67,994 +21,310 +46%
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5
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