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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

336 hedge funds and large institutions have $4.58B invested in iShares Fallen Angels USD Bond ETF in 2021 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 201 increasing their positions, 42 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+53
Holders Change %
+18.73%
% of All Funds
5.19%
Holding in Top 10
32
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+77.78%
% of All Funds
0.49%
New
83
Increased
201
Reduced
42
Closed
24
Calls
$291K
Puts
–
Net Calls
+$291K
Net Calls Change
+$493K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.26B
2
BlackRock
2
BlackRock
New York
$303M
3
LPL Financial
3
LPL Financial
California
$267M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$145M
5
Bank of America
5
Bank of America
North Carolina
$135M

Top Sellers

1
AIA
1
Angeles Investment Advisors
California
$89.6M
2
AP
2
Advisors Preferred
Maryland
$0
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$1.25M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Barclays
5
Barclays
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KWS
126
Keystone Wealth Services
California
$3.22M +$3.22M +107,518 New
MIAN
127
Mariner Independent Advisor Network
Kansas
$3.21M +$1.81M +60,325 +129%
CA
128
Cetera Advisors
Colorado
$3.19M +$1.66M +55,425 +109%
IWC
129
Integrated Wealth Concepts
Massachusetts
$3.18M +$1.53M +51,147 +93%
Mercer Global Advisors
130
Mercer Global Advisors
Colorado
$3.14M +$101K +3,384 +3%
WMS
131
Wealth Management Solutions
Pennsylvania
$3.01M +$3.01M +100,288 New
BHWM
132
Bay Harbor Wealth Management
Maryland
$2.99M +$498K +17,564 +20%
SPAS
133
Spectrum Planning & Advisory Services
California
$2.94M +$34.5K +1,152 +1%
SPIA
134
Steward Partners Investment Advisory
New York
$2.92M +$1.32M +43,999 +82%
BFA
135
BMS Financial Advisors
South Dakota
$2.84M +$2.84M +94,614 New
CWS
136
Cypress Wealth Services
California
$2.83M +$1.52M +50,631 +116%
FIA
137
Foundations Investment Advisors
Arizona
$2.78M +$518K +17,473 +23%
SFS
138
Sowell Financial Services
Arkansas
$2.71M -$243K -8,106 -8%
GVAG
139
Great Valley Advisor Group
Delaware
$2.69M +$2.69M +89,734 New
SCA
140
Snowden Capital Advisors
New York
$2.69M +$841K +28,059 +46%
TWM
141
Tradition Wealth Management
Minnesota
$2.64M +$1.23M +41,179 +88%
SPC
142
Sigma Planning Corp
Michigan
$2.45M +$510K +17,006 +26%
State of New Jersey Common Pension Fund D
143
State of New Jersey Common Pension Fund D
New Jersey
$2.4M – – –
BONH
144
Bank of New Hampshire
New Hampshire
$2.37M +$750K +25,010 +46%
KWM
145
Kingsview Wealth Management
Oregon
$2.33M +$86.5K +2,887 +4%
TF
146
Trek Financial
Arizona
$2.33M +$937K +31,264 +67%
UCFA
147
United Capital Financial Advisors
Texas
$2.3M +$295K +9,838 +15%
OPS
148
Orion Portfolio Solutions
Nebraska
$2.28M +$242K +8,084 +12%
CF
149
Centaurus Financial
California
$2.27M +$1.83K +61 +0.1%
Baird Financial Group
150
Baird Financial Group
Wisconsin
$2.26M +$1.15M +38,220 +103%
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