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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

257 hedge funds and large institutions have $1.15B invested in iShares Fallen Angels USD Bond ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 88 increasing their positions, 87 reducing their positions, and 28 closing their positions.

Holders
257
Holders Change
+32
Holders Change %
+14.22%
% of All Funds
3.77%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
62
Increased
88
Reduced
87
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$102M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$63.8M
3
Bank of America
3
Bank of America
North Carolina
$121M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$63M
5
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$16.2M

Top Sellers

1
Jane Street
1
Jane Street
New York
$5.14M
2
AIA
2
Angeles Investment Advisors
California
$0
3
BAAM
3
Baker Avenue Asset Management
California
$7.41M
4
SIS
4
Strategic Investment Solutions
Illinois
$37.9K
5
State of Tennessee, Department of Treasury
5
State of Tennessee, Department of Treasury
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Comerica Bank
101
Comerica Bank
Texas
$841K 31,870 +15,576 +96%
VWM
102
Valley Wealth Managers
New Jersey
$821K 31,101 -1,088 -3%
HIIFS
103
Harel Insurance Investments & Financial Services
Israel
– – – –
IA
104
Insight Advisors
Pennsylvania
$819K 31,004 -18 -0.1%
EB
105
Exchange Bank
California
$818K 30,987 – –
Wealth Enhancement Advisory Services
106
Wealth Enhancement Advisory Services
Minnesota
$768K 29,091 -9,262 -24%
FGAM
107
Financial Gravity Asset Management
Texas
$748K 7,651 +73 +1%
BCM
108
Brookstone Capital Management
Illinois
$735K 27,834 +995 +4%
KAS
109
Kestra Advisory Services
Texas
$712K 26,967 -1,313 -5%
YWM
110
Yoder Wealth Management
California
$709K 26,846 -5,750 -18%
WIA
111
World Investment Advisors
California
$708K 26,803 +26,803 New
RJA
112
Raymond James & Associates
Florida
$695K 26,326 +2,703 +11%
Baird Financial Group
113
Baird Financial Group
Wisconsin
$692K 26,211 +15,261 +139%
JC
114
JB Capital
Connecticut
$687K 26,022 +26,022 New
FAM
115
Family Asset Management
South Carolina
$667K 25,282 +25,282 New
WFC
116
Western Financial Corp
California
$651K 24,643 -5,838 -19%
NAM
117
NTV Asset Management
West Virginia
$643K 24,350 -4,000 -14%
DWT
118
Dorsey & Whitney Trust
South Dakota
$634K 24,000 -5,500 -19%
SS
119
Sunbelt Securities
Texas
$626K 23,700 -3,253 -12%
Mariner
120
Mariner
Kansas
$619K 23,457 +8,459 +56%
CW
121
CreativeOne Wealth
Kansas
$618K 23,382 +11,678 +100%
BRWA
122
B. Riley Wealth Advisors
Florida
$600K 22,719 -4,597 -17%
LWA
123
Lineweaver Wealth Advisors
Ohio
$597K 22,601 -58 -0.3%
BONH
124
Bank of New Hampshire
New Hampshire
$586K 22,194 -665 -3%
KWM
125
Kingsview Wealth Management
Oregon
$579K 21,921 -593 -3%
3 4
5
6 7