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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

262 hedge funds and large institutions have $1.21B invested in iShares Fallen Angels USD Bond ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 107 increasing their positions, 94 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
+5
Holders Change %
+1.95%
% of All Funds
3.8%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
34
Increased
107
Reduced
94
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Nomura Asset Management
1
Nomura Asset Management
Japan
$62.5M
2
AIA
2
Angeles Investment Advisors
California
$30.2M
3
Ameriprise
3
Ameriprise
Minnesota
$29.5M
4
Bank of America
4
Bank of America
North Carolina
$143M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$20.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$51.4M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$37.7M
3
AFO
3
Allie Family Office
Florida
$245K
4
TA
4
Tactive Advisors
Florida
$1.15M
5
DJSG
5
D.J. St. Germain
Massachusetts
$1.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
126
Geneos Wealth Management
Colorado
$673K +$145K +5,406 +28%
TWM
127
TriaGen Wealth Management
California
$666K +$666K +24,779 New
DWT
128
Dorsey & Whitney Trust
South Dakota
$645K – – –
BFWM
129
Bright Futures Wealth Management
New York
$635K +$635K +24,164 New
SS
130
Sunbelt Securities
Texas
$631K -$5.69K -212 -0.9%
Goldman Sachs
131
Goldman Sachs
New York
$616K -$2.35M -87,339 -79%
SF
132
Symphony Financial
Texas
$605K +$27.9K +1,037 +5%
LWA
133
Lineweaver Wealth Advisors
Ohio
$603K -$3.81K -142 -0.6%
MA
134
Mutual Advisors
Nebraska
$593K +$187K +6,959 +46%
NAM
135
NTV Asset Management
West Virginia
$584K -$69.8K -2,600 -11%
Rockefeller Capital Management
136
Rockefeller Capital Management
New York
$575K +$175K +6,497 +44%
BCA
137
Bay Colony Advisors
Massachusetts
$569K +$59.2K +2,203 +12%
HIC
138
Hartline Investment Corp
Illinois
$569K +$569K +21,183 New
LA
139
LexAurum Advisors
Kansas
$553K +$61.4K +2,285 +12%
AA
140
Ancora Advisors
Ohio
$551K – – –
BONH
141
Bank of New Hampshire
New Hampshire
$551K -$45.6K -1,697 -8%
AC
142
Addison Capital
Pennsylvania
$545K +$545K +20,301 New
KWM
143
Kingsview Wealth Management
Oregon
$533K -$56.3K -2,095 -10%
FCAM
144
First Citizens Asset Management
North Carolina
$531K -$55K -2,047 -9%
GAA
145
Global Assets Advisory
Florida
$515K +$515K +13,694 New
HGERS
146
Householder Group Estate & Retirement Specialist
Arizona
$493K +$492K +18,331 +152,758%
IWM
147
IHT Wealth Management
Illinois
$483K -$18.6K -693 -4%
Jane Street
148
Jane Street
New York
$479K -$4.75M -176,704 -91%
HF
149
HRT Financial
New York
$477K +$477K +17,795 New
DAS
150
Dynamic Advisor Solutions
Arizona
$464K +$222K +8,283 +92%
4 5
6
7 8