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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

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.

Holders
291
Holders Change
-2
Holders Change %
-0.68%
% of All Funds
4.59%
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
–

Top Buyers

1
SFSG
1
Sound Financial Strategies Group
Mississippi
$61.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$239M
3
WSTAM
3
Wilbanks Smith & Thomas Asset Management
Virginia
$26.5M
4
OP
4
ORG Partners
Indiana
$20.2M
5
Ameriprise
5
Ameriprise
Minnesota
$17.3M

Top Sellers

1
RH
1
RenaissanceRe Holdings
Bermuda
$0
2
State of Tennessee, Department of Treasury
2
State of Tennessee, Department of Treasury
Tennessee
$0
3
Nomura Asset Management
3
Nomura Asset Management
Japan
$33.7M
4
UBS Group
4
UBS Group
Switzerland
$23.9M
5
WEG
5
World Equity Group
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PFG
101
PAX Financial Group
Texas
$983K 38,736 -74 -0.2%
FCBT
102
First Citizens Bank & Trust
North Carolina
$982K 38,692 +21,421 +124%
AFP
103
Ausdal Financial Partners
Iowa
$981K 38,676 -160 -0.4%
CA
104
CoreCap Advisors
Michigan
$975K 38,437 +38,437 New
CT
105
Coastline Trust
Rhode Island
$974K 38,402 +12,000 +45%
LWM
106
Liberty Wealth Management
California
$973K 38,367 +390 +1%
TF
107
Trek Financial
Arizona
$973K 38,364 +3,080 +9%
CIAS
108
CFS Investment Advisory Services
New Jersey
$972K 38,323 -2,341 -6%
AAS
109
Avantax Advisory Services
Texas
$964K 37,988 -1,136 -3%
Truist Financial
110
Truist Financial
North Carolina
$943K 37,172 +1,682 +5%
KAS
111
Kestra Advisory Services
Texas
$930K 36,658 -13,834 -27%
Mariner
112
Mariner
Kansas
$909K 35,837 +10,425 +41%
OWA
113
One Wealth Advisors
California
$903K 35,593 -1,663 -4%
FRA
114
FFG Retirement Advisors
Colorado
$901K 35,533 +2,580 +8%
WFC
115
Western Financial Corp
California
$893K 35,200 -944 -3%
VFM
116
Valley Financial Management
New York
$888K 34,991 -2,156 -6%
NCM
117
Novare Capital Management
North Carolina
$875K 34,499 +3,525 +11%
CWM
118
Certus Wealth Management
California
$871K 34,327 +34,327 New
BCM
119
Brookstone Capital Management
Illinois
$854K 34,124 +2,732 +9%
NAM
120
NTV Asset Management
West Virginia
$833K 32,850 -5,000 -13%
RWA
121
Redhawk Wealth Advisors
Minnesota
$830K 32,731 +32,731 New
SWM
122
Spire Wealth Management
Virginia
$829K 32,675 -843 -3%
CBC
123
Coombe, Bender & Co
New York
$829K 32,665 +315 +1%
WF
124
Williams Financial
Vermont
$809K 31,870 +1,293 +4%
PA
125
Parallel Advisors
California
$799K 31,494 -4,105 -12%
3 4
5
6 7