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iShares Fallen Angels USD Bond ETF
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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.

New
Increased
Maintained
Reduced
Closed

456% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 9

282% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 45

80% more funds holding in top 10

Funds holding in top 10: 10 → 18 (+8)

19% more capital invested

Capital invested by funds: $2.33B → $2.77B (+$437M)

16% more funds holding

Funds holding: 244 → 283 (+39)

7.41% less ownership

Funds ownership: 87.74% → 80.33% (-7.4%)

41% less call options, than puts

Call options by funds: $295K | Put options by funds: $497K

Holders
283
Holders Change
+39
Holders Change %
+15.98%
% of All Funds
4.95%
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
Envestnet Asset Management
Illinois
+$122M
2
Wells Fargo
Wells Fargo
California
+$89.3M
3
SCM
SCS Capital Management
Massachusetts
+$49.6M
4
LPL Financial
LPL Financial
California
+$27.9M
5
RH
RenaissanceRe Holdings
Bermuda
+$25M

Top Sellers

1
MC
McMorgan & Co
California
-$33.4M
2
Jane Street
Jane Street
New York
-$26.6M
3
WP
WealthShield Partners
North Carolina
-$10.6M
4
KFS
Kelly Financial Services
Massachusetts
-$9.41M
5
5L
55I LLC
Massachusetts
-$5.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
CRI
101
Colonial River Investments
Virginia
$3.02M +$3.04M +100,875 New
SFS
102
Sowell Financial Services
Arkansas
$2.97M +$2.58M +85,608 +660%
VFM
103
Vivid Financial Management
California
$2.96M +$1.01M +33,593 +52%
NL
104
NWAM LLC
Washington
$2.94M +$169K +5,597 +6%
SPAS
105
Spectrum Planning & Advisory Services
California
$2.92M +$1.75M +58,049 +149%
NAG
106
Northstar Advisory Group
New Jersey
$2.92M +$2.92M +96,978 New
LWM
107
Liberty Wealth Management
California
$2.82M +$53.7K +1,783 +2%
PA
108
PFG Advisors
Arizona
$2.8M +$1.43M +47,513 +104%
IWP
109
Icon Wealth Partners
Texas
$2.79M +$11.4K +379 +0.4%
AWE
110
Avidian Wealth Enterprises
Texas
$2.79M +$190K +6,292 +7%
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$2.79M +$443K +14,716 +19%
Renaissance Technologies
112
Renaissance Technologies
New York
$2.66M -$4.37M -145,000 -62%
BHWM
113
Bay Harbor Wealth Management
Maryland
$2.65M +$276K +9,145 +12%
RA
114
RFG Advisory
Alabama
$2.54M +$1.08M +35,869 +74%
EH
115
Equitable Holdings
New York
$2.54M +$98.5K +3,270 +4%
SHIM
116
Stone House Investment Management
Pennsylvania
$2.49M – – –
State of New Jersey Common Pension Fund D
117
State of New Jersey Common Pension Fund D
New Jersey
$2.41M – – –
DE
118
Day & Ennis
Georgia
$2.4M +$85K +2,822 +4%
FIA
119
Foundations Investment Advisors
Arizona
$2.29M +$196K +6,509 +9%
CF
120
Centaurus Financial
California
$2.28M +$955K +31,694 +72%
KWM
121
Kingsview Wealth Management
Oregon
$2.25M +$438K +14,521 +24%
RCS
122
Retirement Capital Strategies
California
$2.11M +$2.11M +69,980 New
VCM
123
Virtue Capital Management
Tennessee
$2.05M -$122K -4,040 -6%
SWM
124
SigFig Wealth Management
California
$2.05M +$250K +8,293 +14%
PAG
125
Private Advisor Group
New Jersey
$2.05M +$642K +21,310 +46%
3 4
5
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