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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

257 hedge funds and large institutions have $1.15B invested in iShares Fallen Angels USD Bond ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 88 increasing their positions, 87 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
+32
Holders Change %
+14.22%
% of All Funds
3.77%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
62
Increased
88
Reduced
87
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$102M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$63.8M
3
Bank of America
3
Bank of America
North Carolina
$121M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$63M
5
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$16.2M

Top Sellers

1
Jane Street
1
Jane Street
New York
$5.14M
2
AIA
2
Angeles Investment Advisors
California
$0
3
BAAM
3
Baker Avenue Asset Management
California
$7.41M
4
SIS
4
Strategic Investment Solutions
Illinois
$37.9K
5
State of Tennessee, Department of Treasury
5
State of Tennessee, Department of Treasury
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FCAM
126
First Citizens Asset Management
North Carolina
$576K -$142K -5,389 -20%
SF
127
Symphony Financial
Texas
$571K +$571K +21,484 New
ACP
128
Aveo Capital Partners
Colorado
$547K +$83.2K +3,153 +18%
AA
129
Ancora Advisors
Ohio
$542K – – –
GWM
130
Geneos Wealth Management
Colorado
$519K +$180K +6,817 +53%
Verition Fund Management
131
Verition Fund Management
Connecticut
$502K +$502K +19,000 New
BCA
132
Bay Colony Advisors
Massachusetts
$501K +$501K +18,980 New
WP
133
WealthSource Partners
California
$498K +$277K +10,493 +125%
IWM
134
IHT Wealth Management
Illinois
$493K -$135K -5,095 -21%
LWM
135
Liberty Wealth Management
California
$488K -$10.2K -386 -2%
LA
136
LexAurum Advisors
Kansas
$483K +$27.9K +1,055 +6%
SA
137
Sunesis Advisors
Kansas
$473K – – –
Wealthfront Advisers
138
Wealthfront Advisers
California
$472K +$204K +7,741 +76%
HFA
139
High Falls Advisors
New York
$463K +$463K +17,549 New
SCA
140
Snowden Capital Advisors
New York
$461K -$85.8K -3,251 -16%
IWA
141
Icon Wealth Advisors
Texas
$459K +$459K +17,389 New
IA
142
IFG Advisory
Georgia
$457K +$163K +6,183 +55%
FAIM
143
Financial Advocates Investment Management
Washington
$425K -$228K -8,630 -35%
MA
144
Mutual Advisors
Nebraska
$399K -$3.15M -119,143 -89%
USCWA
145
U.S. Capital Wealth Advisors
Texas
$398K -$2.38K -90 -0.6%
OP
146
ORG Partners
Indiana
$396K +$394K +14,919 +19,127%
AAM
147
Advisors Asset Management
Colorado
$396K +$6.76K +256 +2%
Vontobel Holding
148
Vontobel Holding
Switzerland
$396K +$132K +5,000 +50%
Rockefeller Capital Management
149
Rockefeller Capital Management
New York
$393K +$393K +14,898 New
I
150
INVST
Indiana
$393K +$393K +14,826 New
4 5
6
7 8