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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

312 hedge funds and large institutions have $2.45B invested in iShares Fallen Angels USD Bond ETF in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 60 increasing their positions, 198 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
-25
Holders Change %
-7.42%
% of All Funds
5.28%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.24%
New
34
Increased
60
Reduced
198
Closed
55
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
SCS Capital Management
Massachusetts
$61.1M
2
MG
Mather Group
Illinois
$92.2M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$6.42M
4
MFG
Merit Financial Group
Georgia
$6.59M
5
PWM
Perigon Wealth Management
California
$2.44M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$5.57M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$599M
3
BlackRock
BlackRock
New York
$142M
4
5L
55I LLC
Massachusetts
$0
5
Jane Street
Jane Street
New York
$60.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
151
Scarborough Advisors
Maryland
$1.03M +$296K +12,041 +41%
PPP
152
Private Portfolio Partners
New Jersey
$1.02M -$172K -6,967 -14%
AWE
153
Avidian Wealth Enterprises
Texas
$1.02M -$136K -5,507 -12%
HI
154
Harbour Investments
Wisconsin
$1.01M +$1.01M +41,003 New
TWM
155
Tradition Wealth Management
Minnesota
$1.01M -$218K -8,835 -18%
WIA
156
World Investment Advisors
California
$973K -$466K -17,983 -32%
WAS
157
Wealth Advisory Solutions
Indiana
$965K +$94.5K +3,840 +11%
AF
158
Advisornet Financial
Minnesota
$956K -$217K -8,828 -19%
WBCM
159
Wilson & Boucher Capital Management
California
$945K -$102K -4,140 -10%
RCS
160
Retirement Capital Strategies
California
$944K -$1.05M -42,604 -53%
RIA
161
Regal Investment Advisors
Michigan
$916K -$256K -10,414 -22%
PFGIA
162
Patriot Financial Group Insurance Agency
Massachusetts
$876K +$51.5K +2,093 +6%
HWM
163
Hohimer Wealth Management
Washington
$845K -$213K -8,651 -20%
MHB
164
Midwest Heritage Bank
Iowa
$840K -$197K -7,982 -19%
TFA
165
Teamwork Financial Advisors
Texas
$820K -$94.1K -3,824 -10%
SLWA
166
San Luis Wealth Advisors
California
$814K +$777K +31,558 +2,112%
TCA
167
Transcend Capital Advisors
New Jersey
$813K +$69.2K +2,811 +9%
JSW
168
Journey Strategic Wealth
New Jersey
$796K +$796K +32,339 New
IA
169
Insight Advisors
Pennsylvania
$789K -$231K -8,918 -23%
KWM
170
Kingsview Wealth Management
Oregon
$785K +$130K +5,269 +20%
PAG
171
Private Advisor Group
New Jersey
$768K +$36.7K +1,491 +5%
CCWA
172
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$762K -$38.9K -1,580 -5%
CBC
173
Coombe, Bender & Co
New York
$754K +$754K +30,637 New
IAIM
174
Industrial Alliance Investment Management
Quebec, Canada
$750K -$436K -17,707 -37%
DWT
175
Dorsey & Whitney Trust
South Dakota
$739K -$24.6K -1,000 -3%
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7
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