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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

263 hedge funds and large institutions have $1.15B invested in iShares Fallen Angels USD Bond ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 93 increasing their positions, 100 reducing their positions, and 25 closing their positions.

Holders
263
Holders Change
+1
Holders Change %
+0.38%
% of All Funds
3.83%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
31
Increased
93
Reduced
100
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$95.2M
2
Jane Street
2
Jane Street
New York
$12.6M
3
MG
3
Mather Group
Illinois
$190M
4
TC
4
Toews Corporation
New Jersey
$6.93M
5
Betterment LLC
5
Betterment LLC
New York
$12.7M

Top Sellers

1
Nomura Asset Management
1
Nomura Asset Management
Japan
$14.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$201K
3
Wells Fargo
3
Wells Fargo
California
$20.2K
4
RCS
4
Retirement Capital Strategies
California
$0
5
AIA
5
Angeles Investment Advisors
California
$24.3M
Name Market Value Shares Shares
Change 		Shares
Change %
IA
101
Insight Advisors
Pennsylvania
$970K 37,052 +6,609 +22%
Prudential Financial
102
Prudential Financial
New Jersey
$937K 35,767 -3,934 -10%
AWM
103
AE Wealth Management
Kansas
$927K 35,413 -1,504 -4%
Wealth Enhancement Advisory Services
104
Wealth Enhancement Advisory Services
Minnesota
$901K 34,389 +6,201 +22%
FIM
105
Freedom Investment Management
Connecticut
$864K 33,003 -741 -2%
DADC
106
D.A. Davidson & Co
Montana
$862K 32,908 +3,758 +13%
WBCM
107
Wilson & Boucher Capital Management
California
$849K 32,400 -100 -0.3%
KFS
108
Kelly Financial Services
Massachusetts
$827K 31,576 +22,176 +236%
Comerica Bank
109
Comerica Bank
Texas
$826K 31,551 -1,734 -5%
SC
110
Sierra Capital
Florida
$817K 31,185 – –
EB
111
Exchange Bank
California
$817K 31,191 +204 +0.7%
JC
112
JB Capital
Connecticut
$816K 31,157 +4,225 +16%
FAM
113
Family Asset Management
South Carolina
$811K 30,965 -877 -3%
GWM
114
Geneos Wealth Management
Colorado
$777K 29,671 +4,624 +18%
TWM
115
TriaGen Wealth Management
California
$768K 29,336 +4,557 +18%
VWM
116
Valley Wealth Managers
New Jersey
$756K 28,848 -97 -0.3%
IWC
117
Integrated Wealth Concepts
Massachusetts
$724K 27,660 -113,639 -80%
BCM
118
Brookstone Capital Management
Illinois
$707K 26,487 -379 -1%
SS
119
Sunbelt Securities
Texas
$683K 26,063 +2,575 +11%
BCA
120
Bay Colony Advisors
Massachusetts
$677K 25,849 +4,666 +22%
WFC
121
Western Financial Corp
California
$665K 25,381 -15 -0.1%
Mariner
122
Mariner
Kansas
$654K 24,957 -1,643 -6%
BFWM
123
Bright Futures Wealth Management
New York
$636K 23,924 -240 -1%
KAS
124
Kestra Advisory Services
Texas
$626K 23,889 -15,688 -40%
BRWA
125
B. Riley Wealth Advisors
Florida
$621K 23,717 -3,599 -13%
3 4
5
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