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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

222 hedge funds and large institutions have $1.96B invested in iShares Fallen Angels USD Bond ETF in 2021 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 64 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+129
Holders Change %
+138.71%
% of All Funds
3.91%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.11%
New
137
Increased
64
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$495M
2
BlackRock
2
BlackRock
New York
$152M
3
Jane Street
3
Jane Street
New York
$138M
4
LPL Financial
4
LPL Financial
California
$109M
5
AIA
5
Angeles Investment Advisors
California
$103M

Top Sellers

1
RCS
1
Retirement Capital Strategies
California
$0
2
FTUS
2
Flow Traders U.S.
New York
$0
3
GI
3
Gradient Investments
Minnesota
$25K
4
B
4
Barings
North Carolina
$0
5
RWA
5
Redhawk Wealth Advisors
Minnesota
$485K
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
151
IFP Advisors
Florida
$469K +$457K +15,862 +3,689%
RIG
152
Roosevelt Investment Group
New York
$464K +$97.8K +3,342 +27%
OFG
153
OmniStar Financial Group
North Carolina
$462K +$462K +15,809 New
PA
154
PFG Advisors
Arizona
$457K +$457K +15,619 New
BRWM
155
B. Riley Wealth Management
Tennessee
$432K +$103K +3,505 +31%
WWM
156
Wolff Wiese Magana
California
$429K +$109K +3,716 +34%
RFG
157
Range Financial Group
Oregon
$428K +$428K +14,652 New
FA
158
FDx Advisors
Illinois
$424K +$31.5K +1,077 +8%
AWA
159
Arkadios Wealth Advisors
Georgia
$422K +$422K +14,434 New
WFC
160
Western Financial Corp
California
$418K +$418K +14,283 New
VWM
161
Venturi Wealth Management
Texas
$418K +$418K +14,293 New
SXL
162
Summit X LLC
Missouri
$398K +$398K +13,547 New
MIAN
163
Mariner Independent Advisor Network
Kansas
$394K +$394K +13,486 New
Citigroup
164
Citigroup
New York
$387K +$21.4K +732 +6%
SL
165
SWMG LLC
Texas
$385K +$148K +5,059 +62%
PAMG
166
Patton Albertson Miller Group
Tennessee
$382K +$171K +5,836 +81%
AAS
167
Avantax Advisory Services
Texas
$365K +$365K +12,532 New
LA
168
LexAurum Advisors
Kansas
$345K +$345K +11,798 New
CAS
169
Cascadia Advisory Services
Oregon
$332K +$332K +11,338 New
AF
170
Allworth Financial
California
$329K +$47.1K +1,610 +17%
Rockefeller Capital Management
171
Rockefeller Capital Management
New York
$326K +$326K +11,159 New
Mariner
172
Mariner
Kansas
$316K +$316K +10,796 New
BTWM
173
Baker Tilly Wealth Management
Wisconsin
$316K +$316K +10,815 New
GFPC
174
Global Financial Private Client
Florida
$303K +$303K +10,372 New
LFAS
175
Level Four Advisory Services
Texas
$302K +$63K +2,158 +26%
5 6
7
8 9