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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

270 hedge funds and large institutions have $1.31B invested in iShares Fallen Angels USD Bond ETF in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 109 increasing their positions, 82 reducing their positions, and 39 closing their positions.

Holders
270
Holders Change
-2
Holders Change %
-0.74%
% of All Funds
3.6%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
45
Increased
109
Reduced
82
Closed
39
Calls
$27K
Puts
–
Net Calls
+$27K
Net Calls Change
+$27K

Top Buyers

1
Nomura Asset Management
1
Nomura Asset Management
Japan
$38M
2
State of Tennessee, Department of Treasury
2
State of Tennessee, Department of Treasury
Tennessee
$15.6M
3
MG
3
Mather Group
Illinois
$256M
4
Ameriprise
4
Ameriprise
Minnesota
$42.5M
5
SWP
5
Stratos Wealth Partners
Ohio
$6.15M

Top Sellers

1
TC
1
Toews Corporation
New Jersey
$0
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$13M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.6M
4
AssetMark Inc
4
AssetMark Inc
California
$503K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
126
Kingsview Wealth Management
Oregon
$709K +$182K +6,806 +34%
BFWM
127
Bright Futures Wealth Management
New York
$695K +$64.4K +2,379 +10%
BCM
128
Brookstone Capital Management
Illinois
$686K -$9.99K -374 -1%
Renaissance Technologies
129
Renaissance Technologies
New York
$678K -$1.63M -60,917 -71%
Mariner
130
Mariner
Kansas
$659K +$228K +8,532 +53%
LA
131
LexAurum Advisors
Kansas
$653K -$160 -6 -0%
LKBC
132
L.K. Benson & Company
Maryland
$620K +$620K +23,194 New
SS
133
Sunbelt Securities
Texas
$603K -$100K -3,761 -14%
IWC
134
Integrated Wealth Concepts
Massachusetts
$601K -$81.9K -3,068 -12%
DJSG
135
D.J. St. Germain
Massachusetts
$601K -$16.1K -601 -3%
LWA
136
Lineweaver Wealth Advisors
Ohio
$597K +$27 +1 +0%
CFGS
137
Concourse Financial Group Securities
Alabama
$573K -$73.4K -2,719 -11%
AC
138
Aristides Capital
Kentucky
$525K +$295K +11,040 +128%
MA
139
Mutual Advisors
Nebraska
$525K -$16.3K -603 -3%
AA
140
Ancora Advisors
Ohio
$517K – – –
MCM
141
Manchester Capital Management
Vermont
$506K – – –
AssetMark Inc
142
AssetMark Inc
California
$503K -$3.64M -136,342 -88%
TWCA
143
Two West Capital Advisors
Kansas
$496K +$243K +9,089 +96%
SPC
144
Sigma Planning Corp
Michigan
$494K -$82.7K -3,096 -14%
SA
145
Sanctuary Advisors
Indiana
$489K +$265K +9,778 +119%
ACP
146
Aveo Capital Partners
Colorado
$482K -$17.7K -662 -4%
FCAM
147
First Citizens Asset Management
North Carolina
$478K -$38.5K -1,441 -7%
AAS
148
Avantax Advisory Services
Texas
$471K +$66.2K +2,480 +16%
NWA
149
Navis Wealth Advisors
New York
$458K +$4.06K +152 +0.9%
SA
150
Sovran Advisors
California
$432K +$432K +16,220 New
4 5
6
7 8