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iShares Fallen Angels USD Bond ETF

306 hedge funds and large institutions have $1.84B invested in iShares Fallen Angels USD Bond ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 65 increasing their positions, 188 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 31

1.39% less ownership

Funds ownership: 86.97%85.58% (-1.4%)

2% less funds holding

Funds holding: 312306 (-6)

25% less capital invested

Capital invested by funds: $2.45B → $1.84B (-$606M)

57% less funds holding in top 10

Funds holding in top 10: 146 (-8)

65% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 188

Holders
306
Holders Change
-6
Holders Change %
-1.92%
% of All Funds
5.27%
Holding in Top 10
6
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-57.14%
% of All Funds
0.1%
New
31
Increased
65
Reduced
188
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CC
101
Copperleaf Capital
North Carolina
$1.57M -$1.47M -58,587 -47%
FCA
102
FLC Capital Advisors
California
$1.54M -$2.66M -105,730 -62%
SMG
103
Spectrum Management Group
Indiana
$1.51M +$1.59M +63,327 +78,181%
BFG
104
Buttonwood Financial Group
Missouri
$1.51M -$325K -12,927 -17%
AAS
105
Avantax Advisory Services
Texas
$1.45M -$41K -1,628 -3%
VFM
106
Valley Financial Management
New York
$1.42M +$1.49M +59,323 New
WP
107
WealthShield Partners
North Carolina
$1.41M -$195K -7,735 -12%
UCFA
108
United Capital Financial Advisors
Texas
$1.4M +$183K +7,287 +14%
PAMG
109
Patton Albertson Miller Group
Tennessee
$1.38M -$38.5K -1,532 -3%
SCA
110
Snowden Capital Advisors
New York
$1.36M -$711K -28,262 -33%
USCWA
111
U.S. Capital Wealth Advisors
Texas
$1.36M +$1.18M +47,015 +469%
BCM
112
Brookstone Capital Management
Illinois
$1.33M -$1.03M -41,082 -42%
MBT
113
Montecito Bank & Trust
California
$1.33M -$89K -3,539 -6%
SL
114
Sentinus LLC
Illinois
$1.32M +$1.28M +50,823 New
PA
115
Parallel Advisors
California
$1.31M -$2.82M -112,037 -67%
CWS
116
Cypress Wealth Services
California
$1.29M -$454K -18,048 -25%
PFA
117
Pettinga Financial Advisors
Indiana
$1.28M -$1.61M -63,923 -54%
MA
118
Mutual Advisors
Nebraska
$1.18M +$188K +7,476 +18%
WWG
119
West Wealth Group
California
$1.18M -$856K -34,038 -41%
OPS
120
Orion Portfolio Solutions
Nebraska
$1.14M -$117K -4,662 -9%
AFP
121
Ausdal Financial Partners
Iowa
$1.14M -$80.7K -3,210 -6%
FIM
122
Freedom Investment Management
Connecticut
$1.09M -$98.4K -3,913 -8%
SWM
123
Spire Wealth Management
Virginia
$1.08M -$2.3M -91,359 -67%
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$1.08M -$1.67M -66,564 -60%
MIAN
125
Mariner Independent Advisor Network
Kansas
$1.08M +$43.7K +1,739 +4%