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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

336 hedge funds and large institutions have $4.58B invested in iShares Fallen Angels USD Bond ETF in 2021 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 201 increasing their positions, 42 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+53
Holders Change %
+18.73%
% of All Funds
5.19%
Holding in Top 10
32
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+77.78%
% of All Funds
0.49%
New
83
Increased
201
Reduced
42
Closed
24
Calls
$291K
Puts
–
Net Calls
+$291K
Net Calls Change
+$493K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.26B
2
BlackRock
2
BlackRock
New York
$303M
3
LPL Financial
3
LPL Financial
California
$267M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$145M
5
Bank of America
5
Bank of America
North Carolina
$135M

Top Sellers

1
AIA
1
Angeles Investment Advisors
California
$89.6M
2
AP
2
Advisors Preferred
Maryland
$0
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$1.25M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Barclays
5
Barclays
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PPP
151
Private Portfolio Partners
New Jersey
$2.26M +$952K +31,757 +73%
AAS
152
Avantax Advisory Services
Texas
$2.22M +$1.03M +34,255 +86%
CWG
153
Crown Wealth Group
North Carolina
$2.16M +$2.16M +72,069 New
MBT
154
Montecito Bank & Trust
California
$2.14M +$238K +7,951 +13%
CAM
155
Concorde Asset Management
Michigan
$2.1M +$825K +27,534 +65%
CFD
156
Creative Financial Designs
Indiana
$1.96M +$454K +15,161 +30%
ASN
157
Advisory Services Network
Georgia
$1.96M +$766K +25,543 +64%
VCM
158
Virtue Capital Management
Tennessee
$1.91M -$133K -4,439 -7%
AWM
159
Alterna Wealth Management
Texas
$1.9M +$1.9M +63,337 New
RIA
160
Regal Investment Advisors
Michigan
$1.88M +$862K +28,760 +84%
AF
161
Allworth Financial
California
$1.88M +$1.45M +48,313 +334%
WOSD
162
WFA of San Diego
California
$1.82M +$760K +25,371 +72%
CCFM
163
Clear Creek Financial Management
Washington
$1.8M +$1.8M +59,930 New
AR
164
Apeiron RIA
Texas
$1.77M +$1.77M +59,029 New
TCA
165
Transcend Capital Advisors
New Jersey
$1.75M -$60.7K -2,027 -3%
AFP
166
Ausdal Financial Partners
Iowa
$1.74M +$239K +7,979 +16%
4WM
167
4J Wealth Management
Virginia
$1.72M +$1.15M +38,273 +200%
FEM
168
Fulcrum Equity Management
Texas
$1.64M -$1.48M -49,276 -47%
SPI
169
Sutton Place Investors
New York
$1.64M +$1.64M +54,667 New
PAMG
170
Patton Albertson Miller Group
Tennessee
$1.62M +$125K +4,170 +8%
CAG
171
Csenge Advisory Group
Florida
$1.59M -$139K -4,637 -8%
MLM
172
Mount Lucas Management
Pennsylvania
$1.58M +$1.58M +52,815 New
NCM
173
Northwest Capital Management
Oregon
$1.58M +$971K +34,358 +159%
PFGIA
174
Patriot Financial Group Insurance Agency
Massachusetts
$1.58M +$115K +3,837 +8%
NAM
175
NTV Asset Management
West Virginia
$1.57M +$80.9K +2,700 +5%
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7
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