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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

270 hedge funds and large institutions have $1.31B invested in iShares Fallen Angels USD Bond ETF in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 109 increasing their positions, 82 reducing their positions, and 39 closing their positions.

Holders
270
Holders Change
-2
Holders Change %
-0.74%
% of All Funds
3.6%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
45
Increased
109
Reduced
82
Closed
39
Calls
$27K
Puts
–
Net Calls
+$27K
Net Calls Change
+$27K

Top Buyers

1
Nomura Asset Management
1
Nomura Asset Management
Japan
$38M
2
State of Tennessee, Department of Treasury
2
State of Tennessee, Department of Treasury
Tennessee
$15.6M
3
MG
3
Mather Group
Illinois
$256M
4
NG
4
Novem Group
New York
$13.1M
5
Ameriprise
5
Ameriprise
Minnesota
$42.5M

Top Sellers

1
TC
1
Toews Corporation
New Jersey
$0
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$13M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.6M
4
AssetMark Inc
4
AssetMark Inc
California
$503K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.33M
Name Market Value Shares Shares
Change 		Shares
Change %
PS
101
Principal Securities
Iowa
$1.11M 41,515 +550 +1%
Wealth Enhancement Advisory Services
102
Wealth Enhancement Advisory Services
Minnesota
$1.11M 41,475 +5,980 +17%
DI
103
DDFG Inc
California
$1.06M 39,642 -5,089 -11%
GWM
104
Geneos Wealth Management
Colorado
$1.04M 39,066 +10,246 +36%
Stifel Financial
105
Stifel Financial
Missouri
$1.02M 38,282 -5,386 -12%
Wealthfront Advisers
106
Wealthfront Advisers
California
$1.01M 37,746 +6,187 +20%
DADC
107
D.A. Davidson & Co
Montana
$1.01M 37,660 +1,998 +6%
AWM
108
AE Wealth Management
Kansas
$982K 36,773 +1,194 +3%
OP
109
ORG Partners
Indiana
$973K 36,446 +22,605 +163%
C1AG
110
Client 1st Advisory Group
Florida
$951K 35,608 -6,604 -16%
BCA
111
Bay Colony Advisors
Massachusetts
$932K 34,901 +5,955 +21%
PCIA
112
Prime Capital Investment Advisors
Kansas
$898K 33,623 -4,827 -13%
WBCM
113
Wilson & Boucher Capital Management
California
$892K 33,400 +1,000 +3%
VWM
114
Valley Wealth Managers
New Jersey
$850K 31,827 +1,887 +6%
SC
115
Sierra Capital
Florida
$833K 31,185 – –
OC
116
Oppenheimer & Co
New York
$819K 30,656 +30,656 New
TWM
117
TriaGen Wealth Management
California
$815K 30,510 +285 +0.9%
FIM
118
Freedom Investment Management
Connecticut
$802K 30,012 -862 -3%
DAS
119
Dynamic Advisor Solutions
Arizona
$776K 29,049 +8,400 +41%
EB
120
Exchange Bank
California
$754K 28,247 – –
WFC
121
Western Financial Corp
California
$749K 28,043 +2,272 +9%
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$747K 27,973 +2,193 +9%
YWM
123
Yoder Wealth Management
California
$746K 27,946 +5,872 +27%
SF
124
Symphony Financial
Texas
$738K 27,290 +2,039 +8%
AWS
125
Atria Wealth Solutions
New York
$737K 27,605 -24,840 -47%
3 4
5
6 7