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iShares Fallen Angels USD Bond ETF

272 hedge funds and large institutions have $1.25B invested in iShares Fallen Angels USD Bond ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 109 increasing their positions, 102 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
+9
Holders Change %
+3.42%
% of All Funds
3.94%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
28
Increased
109
Reduced
102
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WFC
126
Western Financial Corp
California
$705K +$10.7K +390 +2%
IWC
127
Integrated Wealth Concepts
Massachusetts
$699K -$56.8K -2,079 -8%
SF
128
Symphony Financial
Texas
$692K +$73K +2,665 +12%
IA
129
IFG Advisory
Georgia
$669K +$277K +10,146 +71%
LA
130
LexAurum Advisors
Kansas
$668K +$21.2K +776 +3%
CFGS
131
Concourse Financial Group Securities
Alabama
$655K +$29K +1,062 +5%
BRWA
132
B. Riley Wealth Advisors
Florida
$640K -$8.15K -298 -1%
DJSG
133
D.J. St. Germain
Massachusetts
$632K -$683K -24,965 -52%
BFWM
134
Bright Futures Wealth Management
New York
$628K -$17.1K -633 -3%
LWA
135
Lineweaver Wealth Advisors
Ohio
$611K -$55 -2 -0%
YWM
136
Yoder Wealth Management
California
$604K +$25.7K +940 +4%
SPC
137
Sigma Planning Corp
Michigan
$590K -$25.6K -935 -4%
Susquehanna International Group
138
Susquehanna International Group
Pennsylvania
$587K +$587K +21,465 New
FAM
139
Family Asset Management
South Carolina
$572K -$275K -10,043 -32%
AI
140
Atria Investments
North Carolina
$567K -$520K -19,028 -48%
DAS
141
Dynamic Advisor Solutions
Arizona
$565K +$74.4K +2,721 +15%
DWT
142
Dorsey & Whitney Trust
South Dakota
$547K
MA
143
Mutual Advisors
Nebraska
$542K +$236K +8,738 +77%
KWM
144
Kingsview Wealth Management
Oregon
$540K +$11.3K +415 +2%
FCAM
145
First Citizens Asset Management
North Carolina
$529K -$9.68K -354 -2%
AA
146
Ancora Advisors
Ohio
$529K -$47.2K -1,728 -8%
MCM
147
Manchester Capital Management
Vermont
$518K +$518K +18,957 New
ACP
148
Aveo Capital Partners
Colorado
$512K -$3.83K -140 -0.7%
PAG
149
Private Advisor Group
New Jersey
$468K +$194K +7,092 +71%
NWA
150
Navis Wealth Advisors
New York
$465K +$7.05K +258 +2%