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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

293 hedge funds and large institutions have $1.1B invested in iShares Fallen Angels USD Bond ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 87 increasing their positions, 139 reducing their positions, and 49 closing their positions.

Holders
293
Holders Change
-8
Holders Change %
-2.66%
% of All Funds
4.69%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
48
Increased
87
Reduced
139
Closed
49
Calls
$33K
Puts
$3K
Net Calls
+$30K
Net Calls Change
+$30K

Top Buyers

1
Nomura Asset Management
1
Nomura Asset Management
Japan
$43.5M
2
Bank of America
2
Bank of America
North Carolina
$58.2M
3
MG
3
Mather Group
Illinois
$142M
4
UBS Group
4
UBS Group
Switzerland
$30.8M
5
State of Tennessee, Department of Treasury
5
State of Tennessee, Department of Treasury
Tennessee
$12.5M

Top Sellers

1
SCM
1
SCS Capital Management
Massachusetts
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$210M
3
PPW
3
Parcion Private Wealth
Washington
$3.45M
4
Jane Street
4
Jane Street
New York
$5.46M
5
BlackRock
5
BlackRock
New York
$35.4M
Name Market Value Shares Shares
Change 		Shares
Change %
PA
101
Parallel Advisors
California
$900K 35,599 -3,580 -9%
EA
102
Eudaimonia Advisors
Tennessee
$898K 35,545 +35,545 New
Truist Financial
103
Truist Financial
North Carolina
$897K 35,490 -10,508 -23%
MFG
104
Merit Financial Group
Georgia
$894K 35,381 -49,865 -58%
TF
105
Trek Financial
Arizona
$892K 35,284 +3,113 +10%
MLM
106
Mount Lucas Management
Pennsylvania
$891K 35,274 +35,274 New
SWM
107
Spire Wealth Management
Virginia
$847K 33,518 +5,374 +19%
FRA
108
FFG Retirement Advisors
Colorado
$833K 32,953 +5,427 +20%
WP
109
WealthSource Partners
California
$823K 32,582 -11,869 -27%
CBC
110
Coombe, Bender & Co
New York
$817K 32,350 +1,123 +4%
SWRP
111
Summit Wealth & Retirement Planning
California
$813K 32,168 -15,723 -33%
WBCM
112
Wilson & Boucher Capital Management
California
$809K 32,000 -1,300 -4%
DE
113
Day & Ennis
Georgia
$801K 31,701 -33,474 -51%
BCM
114
Brookstone Capital Management
Illinois
$792K 31,392 +708 +2%
NCM
115
Novare Capital Management
North Carolina
$783K 30,974 -800 -3%
WF
116
Williams Financial
Vermont
$773K 30,577 +30,577 New
IA
117
Insight Advisors
Pennsylvania
$772K 30,554 +2,437 +9%
MA
118
Mutual Advisors
Nebraska
$764K 30,249 -3,766 -11%
NL
119
NWAM LLC
Washington
$743K 29,387 +2,527 +9%
HI
120
Harbour Investments
Wisconsin
$737K 29,168 +18 +0.1%
FCAM
121
First Citizens Asset Management
North Carolina
$709K 28,047 +4,175 +17%
PAMG
122
Patton Albertson Miller Group
Tennessee
$695K 27,489 -5,663 -17%
KFSC
123
Keystone Financial Services (Colorado)
Colorado
$693K 27,442 +947 +4%
WIA
124
World Investment Advisors
California
$686K 27,151 -42,810 -61%
GFG
125
Goldstone Financial Group
Illinois
$685K 27,112 +27,112 New
3 4
5
6 7