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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

306 hedge funds and large institutions have $1.84B invested in iShares Fallen Angels USD Bond ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 65 increasing their positions, 188 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
-6
Holders Change %
-1.92%
% of All Funds
5.29%
Holding in Top 10
6
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-57.14%
% of All Funds
0.1%
New
31
Increased
65
Reduced
188
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State of Tennessee, Department of Treasury
1
State of Tennessee, Department of Treasury
Tennessee
$12.8M
2
MG
2
Mather Group
Illinois
$102M
3
CIAS
3
CFS Investment Advisory Services
New Jersey
$3.55M
4
OIA
4
OneDigital Investment Advisors
Kansas
$2.9M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.08M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$396M
2
BlackRock
2
BlackRock
New York
$91.6M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$89.7M
4
Jane Street
4
Jane Street
New York
$21M
5
LPL Financial
5
LPL Financial
California
$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
151
Kingsview Wealth Management
Oregon
$788K +$26.1K +1,091 +3%
AF
152
Advisornet Financial
Minnesota
$768K -$159K -6,674 -17%
CBC
153
Coombe, Bender & Co
New York
$754K +$21.6K +904 +3%
PAG
154
Private Advisor Group
New Jersey
$739K -$6.74K -282 -0.9%
IWC
155
Integrated Wealth Concepts
Massachusetts
$733K -$702K -29,375 -49%
IAIM
156
Industrial Alliance Investment Management
Quebec, Canada
$728K – – –
IWM
157
IHT Wealth Management
Illinois
$726K +$726K +30,366 New
DWT
158
Dorsey & Whitney Trust
South Dakota
$717K – – –
HWM
159
Hohimer Wealth Management
Washington
$707K -$113K -4,715 -14%
KFSC
160
Keystone Financial Services (Colorado)
Colorado
$681K -$997K -41,047 -59%
FAIM
161
Financial Advocates Investment Management
Washington
$677K -$596K -24,284 -47%
CFG
162
Cooper Financial Group
California
$675K -$40.1K -1,678 -6%
ACP
163
Aveo Capital Partners
Colorado
$674K +$271K +11,326 +67%
IA
164
Insight Advisors
Pennsylvania
$672K -$57.4K -2,402 -8%
MHB
165
Midwest Heritage Bank
Iowa
$667K -$148K -6,208 -18%
SPAS
166
Spectrum Planning & Advisory Services
California
$665K -$459K -19,186 -41%
PFGIA
167
Patriot Financial Group Insurance Agency
Massachusetts
$661K -$190K -7,958 -22%
DF
168
Donoghue Forlines
Massachusetts
$656K +$120K +5,016 +22%
TPWA
169
TRUE Private Wealth Advisors
Oregon
$654K -$632K -26,467 -49%
OFG
170
OmniStar Financial Group
North Carolina
$644K +$66K +2,766 +11%
I
171
INVST
Indiana
$643K +$62.7K +2,642 +11%
SPC
172
Sigma Planning Corp
Michigan
$635K -$652K -27,308 -51%
US Bancorp
173
US Bancorp
Minnesota
$622K -$15.2K -637 -2%
SF
174
Symphony Financial
Texas
$620K -$506 -21 -0.1%
CCWA
175
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$614K -$126K -5,265 -17%
5 6
7
8 9