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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

272 hedge funds and large institutions have $1.25B invested in iShares Fallen Angels USD Bond ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 109 increasing their positions, 102 reducing their positions, and 17 closing their positions.

Holders
272
Holders Change
+9
Holders Change %
+3.42%
% of All Funds
3.94%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
28
Increased
109
Reduced
102
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MG
1
Mather Group
Illinois
$246M
2
Betterment LLC
2
Betterment LLC
New York
$26.7M
3
AIA
3
Angeles Investment Advisors
California
$35.4M
4
Nomura Asset Management
4
Nomura Asset Management
Japan
$22.7M
5
BlackRock
5
BlackRock
New York
$23.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$73.4M
2
Jane Street
2
Jane Street
New York
$233K
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$62.2M
4
AssetMark Inc
4
AssetMark Inc
California
$4.24M
5
CWA
5
Continuum Wealth Advisors
New York
$4.45M
Name Market Value Shares Shares
Change 		Shares
Change %
DADC
101
D.A. Davidson & Co
Montana
$975K 35,662 +2,754 +8%
AWM
102
AE Wealth Management
Kansas
$973K 35,579 +166 +0.5%
Wealth Enhancement Advisory Services
103
Wealth Enhancement Advisory Services
Minnesota
$970K 35,495 +1,106 +3%
Prudential Financial
104
Prudential Financial
New Jersey
$951K 34,775 -992 -3%
CP
105
Cumberland Partners
Ontario, Canada
$919K 33,600 -12,600 -27%
CW
106
CreativeOne Wealth
Kansas
$888K 32,496 -6,539 -17%
WBCM
107
Wilson & Boucher Capital Management
California
$886K 32,400 – –
Wealthfront Advisers
108
Wealthfront Advisers
California
$863K 31,559 +12,211 +63%
VAS
109
Vestmark Advisory Solutions
Massachusetts
$861K 31,508 -96,998 -75%
SC
110
Sierra Capital
Florida
$853K 31,185 – –
IWM
111
IHT Wealth Management
Illinois
$849K 31,099 +14,546 +88%
Millennium Management
112
Millennium Management
New York
$848K 31,023 +31,023 New
FIM
113
Freedom Investment Management
Connecticut
$844K 30,874 -2,129 -6%
TWM
114
TriaGen Wealth Management
California
$826K 30,225 +889 +3%
VWM
115
Valley Wealth Managers
New Jersey
$819K 29,940 +1,092 +4%
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$804K 29,409 +25,966 +754%
BCA
117
Bay Colony Advisors
Massachusetts
$791K 28,946 +3,097 +12%
GWM
118
Geneos Wealth Management
Colorado
$788K 28,820 -851 -3%
EB
119
Exchange Bank
California
$772K 28,247 -2,944 -9%
SW
120
Simplicity Wealth
New Jersey
$761K 27,846 +27,846 New
KFS
121
Kelly Financial Services
Massachusetts
$749K 27,412 -4,164 -13%
HF
122
HRT Financial
New York
$730K 26,730 +13,754 +106%
SS
123
Sunbelt Securities
Texas
$720K 26,329 +266 +1%
BCM
124
Brookstone Capital Management
Illinois
$712K 26,050 -437 -2%
Northwestern Mutual Wealth Management
125
Northwestern Mutual Wealth Management
Wisconsin
$705K 25,780 +7,345 +40%
3 4
5
6 7