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iShares Fallen Angels USD Bond ETF

291 hedge funds and large institutions have $1.3B invested in iShares Fallen Angels USD Bond ETF in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 126 increasing their positions, 114 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

18% more capital invested

Capital invested by funds: $1.1B → $1.3B (+$202M)

11% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 114

3.93% more ownership

Funds ownership: 72.11%76.04% (+3.9%)

0% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 36

1% less funds holding

Funds holding: 293291 (-2)

Holders
291
Holders Change
-2
Holders Change %
-0.68%
% of All Funds
4.57%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
36
Increased
126
Reduced
114
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFG
101
PAX Financial Group
Texas
$983K -$1.85K -74 -0.2%
FCBT
102
First Citizens Bank & Trust
North Carolina
$982K +$536K +21,421 +124%
AFP
103
Ausdal Financial Partners
Iowa
$981K -$4K -160 -0.4%
CA
104
CoreCap Advisors
Michigan
$975K +$962K +38,437 New
CT
105
Coastline Trust
Rhode Island
$974K +$300K +12,000 +45%
LWM
106
Liberty Wealth Management
California
$973K +$9.76K +390 +1%
TF
107
Trek Financial
Arizona
$973K +$77.1K +3,080 +9%
CIAS
108
CFS Investment Advisory Services
New Jersey
$972K -$58.6K -2,341 -6%
AAS
109
Avantax Advisory Services
Texas
$964K -$28.4K -1,136 -3%
Truist Financial
110
Truist Financial
North Carolina
$943K +$42.1K +1,682 +5%
KAS
111
Kestra Advisory Services
Texas
$930K -$346K -13,834 -27%
Mariner
112
Mariner
Kansas
$909K +$261K +10,425 +41%
OWA
113
One Wealth Advisors
California
$903K -$41.6K -1,663 -4%
FRA
114
FFG Retirement Advisors
Colorado
$901K +$64.5K +2,580 +8%
WFC
115
Western Financial Corp
California
$893K -$23.6K -944 -3%
VFM
116
Valley Financial Management
New York
$888K -$53.9K -2,156 -6%
NCM
117
Novare Capital Management
North Carolina
$875K +$88.2K +3,525 +11%
CWM
118
Certus Wealth Management
California
$871K +$859K +34,327 New
BCM
119
Brookstone Capital Management
Illinois
$854K +$68.3K +2,732 +9%
NAM
120
NTV Asset Management
West Virginia
$833K -$125K -5,000 -13%
RWA
121
Redhawk Wealth Advisors
Minnesota
$830K +$819K +32,731 New
SWM
122
Spire Wealth Management
Virginia
$829K -$21.1K -843 -3%
CBC
123
Coombe, Bender & Co
New York
$829K +$7.88K +315 +1%
WF
124
Williams Financial
Vermont
$809K +$32.3K +1,293 +4%
PA
125
Parallel Advisors
California
$799K -$103K -4,105 -12%