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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

225 hedge funds and large institutions have $883M invested in iShares Fallen Angels USD Bond ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 56 increasing their positions, 124 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
-66
Holders Change %
-22.68%
% of All Funds
3.59%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
28
Increased
56
Reduced
124
Closed
92
Calls
$10K
Puts
$2K
Net Calls
+$8K
Net Calls Change
+$8K

Top Buyers

1
Jane Street
1
Jane Street
New York
$45M
2
AIA
2
Angeles Investment Advisors
California
$26.4M
3
OPAM
3
Ocean Park Asset Management
California
$24.3M
4
Bank of America
4
Bank of America
North Carolina
$79.8M
5
SIS
5
Strategic Investment Solutions
Illinois
$14.1M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$36.3M
2
SFSG
2
Sound Financial Strategies Group
Mississippi
$0
3
LPL Financial
3
LPL Financial
California
$35.3M
4
WSTAM
4
Wilbanks Smith & Thomas Asset Management
Virginia
$0
5
OP
5
ORG Partners
Indiana
$1.97K
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
126
Sunesis Advisors
Kansas
$445K +$445K +17,929 New
ACP
127
Aveo Capital Partners
Colorado
$436K -$34.7K -1,399 -7%
LA
128
LexAurum Advisors
Kansas
$428K -$109K -4,392 -20%
Prudential Financial
129
Prudential Financial
New Jersey
$427K -$1.48M -59,754 -78%
FTUS
130
Flow Traders U.S.
New York
$418K +$207K +8,346 +98%
Comerica Bank
131
Comerica Bank
Texas
$404K +$404K +16,294 New
GSEP
132
Golden State Equity Partners
California
$404K -$9.92K -400 -2%
AssetMark Inc
133
AssetMark Inc
California
$395K -$38.3K -1,546 -9%
HF
134
HRT Financial
New York
$394K +$394K +15,926 New
NS
135
NBC Securities
Alabama
$381K +$381K +15,384 New
USCWA
136
U.S. Capital Wealth Advisors
Texas
$376K -$939K -37,849 -71%
CFGS
137
Concourse Financial Group Securities
Alabama
$372K -$875K -35,267 -70%
Mariner
138
Mariner
Kansas
$372K -$517K -20,839 -58%
AAM
139
Advisors Asset Management
Colorado
$366K +$24.7K +995 +7%
NWA
140
Navis Wealth Advisors
New York
$351K +$5.13K +207 +1%
Corient Private Wealth
141
Corient Private Wealth
Florida
$343K -$196K -7,899 -36%
PA
142
PFG Advisors
Arizona
$334K -$685K -27,618 -67%
T
143
TNF
Montana
$333K -$771K -31,930 -70%
GWM
144
Geneos Wealth Management
Colorado
$318K -$56.8K -2,291 -15%
CCWA
145
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$309K -$149K -6,020 -33%
IA
146
IFP Advisors
Florida
$291K -$63.3K -2,552 -18%
SPC
147
Sigma Planning Corp
Michigan
$291K -$136K -5,480 -32%
NA
148
NewEdge Advisors
Louisiana
$290K -$1.79M -72,227 -86%
CW
149
CreativeOne Wealth
Kansas
$290K -$1.29M -51,956 -82%
PA
150
Parallel Advisors
California
$283K -$498K -20,076 -64%
4 5
6
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