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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

283 hedge funds and large institutions have $2.77B invested in iShares Fallen Angels USD Bond ETF in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 172 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
+39
Holders Change %
+15.98%
% of All Funds
4.97%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.32%
New
50
Increased
172
Reduced
45
Closed
9
Calls
$295K
Puts
$497K
Net Calls
-$202K
Net Calls Change
+$302K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$696M
2
Wells Fargo
2
Wells Fargo
California
$89.2M
3
SCM
3
SCS Capital Management
Massachusetts
$49.6M
4
LPL Financial
4
LPL Financial
California
$152M
5
RH
5
RenaissanceRe Holdings
Bermuda
$25M

Top Sellers

1
MC
1
McMorgan & Co
California
$0
2
Jane Street
2
Jane Street
New York
$0
3
WP
3
WealthShield Partners
North Carolina
$6.03M
4
KFS
4
Kelly Financial Services
Massachusetts
$478K
5
5L
5
55I LLC
Massachusetts
$42.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
151
Harbour Investments
Wisconsin
$1.41M +$640K +21,266 +83%
AFM
152
Andesa Financial Management
Pennsylvania
$1.41M -$1.52M -50,652 -52%
MIAN
153
Mariner Independent Advisor Network
Kansas
$1.41M +$349K +11,626 +33%
TF
154
Trek Financial
Arizona
$1.4M +$94.6K +3,140 +7%
AF
155
Advisornet Financial
Minnesota
$1.36M +$1M +33,350 +281%
TFA
156
Teamwork Financial Advisors
Texas
$1.36M +$264K +8,762 +24%
TC
157
Toews Corporation
New Jersey
$1.36M +$1.36M +45,000 New
IA
158
Insight Advisors
Pennsylvania
$1.35M +$75.8K +2,510 +6%
MAFM
159
Mid Atlantic Financial Management
Pennsylvania
$1.33M +$168K +5,592 +15%
CWS
160
Cypress Wealth Services
California
$1.32M +$412K +13,678 +45%
PPP
161
Private Portfolio Partners
New Jersey
$1.32M +$197K +6,554 +18%
CAM
162
Concorde Asset Management
Michigan
$1.28M +$57K +1,894 +5%
I
163
INVST
Indiana
$1.27M +$225K +7,478 +22%
CCWA
164
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.23M +$397K +13,178 +48%
AAS
165
Avantax Advisory Services
Texas
$1.21M +$378K +12,490 +46%
ASN
166
Advisory Services Network
Georgia
$1.2M +$192K +6,383 +19%
Baird Financial Group
167
Baird Financial Group
Wisconsin
$1.12M +$123K +4,096 +12%
FWM
168
Foresight Wealth Management
Utah
$1.11M -$60.1K -1,996 -5%
OWA
169
Outlook Wealth Advisors
Texas
$1.08M +$25.6K +849 +2%
WOSD
170
WFA of San Diego
California
$1.06M +$1.06M +35,194 New
RIA
171
Regal Investment Advisors
Michigan
$1.03M +$84.5K +2,807 +9%
CPO
172
Cerity Partners OCIO
New York
$1.03M +$3.13K +104 +0.3%
MCIA
173
Mountain Capital Investment Advisors
Colorado
$978K -$202K -6,778 -17%
SB
174
Strategic Blueprint
Georgia
$958K +$441K +14,631 +85%
WFC
175
Western Financial Corp
California
$900K +$252K +8,360 +39%
5 6
7
8 9