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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

262 hedge funds and large institutions have $1.21B invested in iShares Fallen Angels USD Bond ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 107 increasing their positions, 94 reducing their positions, and 22 closing their positions.

Holders
262
Holders Change
+5
Holders Change %
+1.95%
% of All Funds
3.8%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
34
Increased
107
Reduced
94
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Nomura Asset Management
1
Nomura Asset Management
Japan
$62.5M
2
AIA
2
Angeles Investment Advisors
California
$30.2M
3
Ameriprise
3
Ameriprise
Minnesota
$29.5M
4
Bank of America
4
Bank of America
North Carolina
$143M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$20.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$51.4M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$37.7M
3
AFO
3
Allie Family Office
Florida
$245K
4
TA
4
Tactive Advisors
Florida
$1.15M
5
DJSG
5
D.J. St. Germain
Massachusetts
$1.83M
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
101
Kestra Advisory Services
Texas
$1.06M 39,577 +12,610 +47%
AAMC
102
Asset Allocation & Management Company
Illinois
$1.05M 39,000 – –
Wealthfront Advisers
103
Wealthfront Advisers
California
$1.04M 38,712 +20,835 +117%
HighTower Advisors
104
HighTower Advisors
Illinois
$1.03M 38,540 +28,746 +294%
AWM
105
AE Wealth Management
Kansas
$992K 36,917 -52,803 -59%
IPW
106
Impact Partnership Wealth
Georgia
$951K 35,413 -10,073 -22%
FIM
107
Freedom Investment Management
Connecticut
$906K 33,744 -2,049 -6%
NA
108
NewEdge Advisors
Louisiana
$895K 33,311 +19,797 +146%
Comerica Bank
109
Comerica Bank
Texas
$894K 33,285 +1,415 +4%
WBCM
110
Wilson & Boucher Capital Management
California
$873K 32,500 – –
FAM
111
Family Asset Management
South Carolina
$855K 31,842 +6,560 +26%
SC
112
Sierra Capital
Florida
$838K 31,185 +31,185 New
EB
113
Exchange Bank
California
$832K 30,987 – –
IA
114
Insight Advisors
Pennsylvania
$818K 30,443 -561 -2%
DADC
115
D.A. Davidson & Co
Montana
$783K 29,150 +29,150 New
VWM
116
Valley Wealth Managers
New Jersey
$777K 28,945 -2,156 -7%
Wealth Enhancement Advisory Services
117
Wealth Enhancement Advisory Services
Minnesota
$757K 28,188 -903 -3%
FTUS
118
Flow Traders U.S.
New York
$737K 27,423 +27,423 New
JC
119
JB Capital
Connecticut
$723K 26,932 +910 +3%
BCM
120
Brookstone Capital Management
Illinois
$722K 26,866 -968 -3%
YWM
121
Yoder Wealth Management
California
$721K 26,834 -12 -0%
Mariner
122
Mariner
Kansas
$714K 26,600 +3,143 +13%
OMC
123
Old Mission Capital
Illinois
$692K 25,772 +25,772 New
WFC
124
Western Financial Corp
California
$682K 25,396 +753 +3%
BRWA
125
B. Riley Wealth Advisors
Florida
$677K 27,316 +4,597 +20%
3 4
5
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