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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

244 hedge funds and large institutions have $2.33B invested in iShares Fallen Angels USD Bond ETF in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 166 increasing their positions, 30 reducing their positions, and 11 closing their positions.

Holders
244
Holders Change
+22
Holders Change %
+9.91%
% of All Funds
4.26%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.17%
New
33
Increased
166
Reduced
30
Closed
11
Calls
–
Puts
$504K
Net Calls
-$504K
Net Calls Change
-$504K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$571M
2
Morgan Stanley
2
Morgan Stanley
New York
$100M
3
AIA
3
Angeles Investment Advisors
California
$141M
4
IDA
4
Intelligence Driven Advisers
California
$24.7M
5
BlackRock
5
BlackRock
New York
$176M

Top Sellers

1
Jane Street
1
Jane Street
New York
$26.6M
2
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$0
3
TC
3
Toews Corporation
New Jersey
$0
4
TCA
4
Transcend Capital Advisors
New Jersey
$0
5
ARG
5
Advisory Resource Group
Oklahoma
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CCWA
151
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$827K 27,589 -579 -2%
PFGIA
152
Patriot Financial Group Insurance Agency
Massachusetts
$827K 27,615 +7,139 +35%
SF
153
Symphony Financial
Texas
$824K 27,504 +27,504 New
AAS
154
Avantax Advisory Services
Texas
$822K 27,364 +14,832 +118%
NWA
155
Navis Wealth Advisors
New York
$818K 27,313 +27,313 New
BAM
156
Belpointe Asset Management
Nevada
$794K 26,495 +7,971 +43%
CRWM
157
Castle Rock Wealth Management
California
$783K 26,235 +26,235 New
DWT
158
Dorsey & Whitney Trust
South Dakota
$779K 26,000 – –
HI
159
Harbour Investments
Wisconsin
$770K 25,710 +7,117 +38%
FTUS
160
Flow Traders U.S.
New York
$733K 24,451 +24,451 New
OMC
161
Old Mission Capital
Illinois
$727K 24,261 +24,261 New
RFG
162
Range Financial Group
Oregon
$726K 24,217 +9,565 +65%
VWM
163
Venturi Wealth Management
Texas
$713K 23,794 +9,501 +66%
SS
164
Sunbelt Securities
Texas
$704K 23,440 +16,283 +228%
PAMG
165
Patton Albertson Miller Group
Tennessee
$682K 22,771 +9,711 +74%
FWP
166
Firethorn Wealth Partners
Georgia
$679K 22,657 -581 -3%
WFC
167
Western Financial Corp
California
$645K 21,533 +7,250 +51%
SAM
168
Secure Asset Management
Michigan
$644K 21,486 +2,377 +12%
VC
169
Veracity Capital
Georgia
$635K 21,192 -20,294 -49%
IA
170
IFP Advisors
Florida
$622K 20,941 +4,649 +29%
MYIA
171
Mount Yale Investment Advisors
Colorado
$619K 20,652 -2,642 -11%
PCG
172
Private Capital Group
Connecticut
$582K 19,412 +2,632 +16%
RIM
173
Rockbridge Investment Management
New York
$581K 19,394 +3,320 +21%
RSWM
174
Robertson Stephens Wealth Management
California
$580K 19,375 +19,375 New
4WM
175
4J Wealth Management
Virginia
$572K 19,103 +19,103 New
5 6
7
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