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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

301 hedge funds and large institutions have $1.55B invested in iShares Fallen Angels USD Bond ETF in 2022 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 50 increasing their positions, 188 reducing their positions, and 46 closing their positions.

Holders
301
Holders Change
-5
Holders Change %
-1.63%
% of All Funds
4.86%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
47
Increased
50
Reduced
188
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPW
1
Parcion Private Wealth
Washington
$35.8M
2
MG
2
Mather Group
Illinois
$124M
3
AF
3
Allworth Financial
California
$18.7M
4
Millennium Management
4
Millennium Management
New York
$12.3M
5
Jane Street
5
Jane Street
New York
$32.7M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$361M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$241M
3
Wells Fargo
3
Wells Fargo
California
$623K
4
CIAS
4
CFS Investment Advisory Services
New Jersey
$1.37M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$9.14M
Name Market Value Shares Shares
Change 		Shares
Change %
OFG
151
OmniStar Financial Group
North Carolina
$610K 24,781 -2,203 -8%
CFD
152
Creative Financial Designs
Indiana
$601K 24,413 -12,437 -34%
BONH
153
Bank of New Hampshire
New Hampshire
$599K 24,348 -8,682 -26%
CRWM
154
Castle Rock Wealth Management
California
$597K 23,456 -1,346 -5%
MSWMA
155
Market Street Wealth Management Advisors
Indiana
$592K 24,058 -317,276 -93%
FCAM
156
First Citizens Asset Management
North Carolina
$587K 23,872 +23,872 New
FAIM
157
Financial Advocates Investment Management
Washington
$585K 23,756 -3,850 -14%
DF
158
Donoghue Forlines
Massachusetts
$579K 23,540 -3,906 -14%
SPC
159
Sigma Planning Corp
Michigan
$579K 23,526 -3,053 -11%
Baird Financial Group
160
Baird Financial Group
Wisconsin
$570K 23,154 -20,282 -47%
SF
161
Symphony Financial
Texas
$563K 22,611 -3,120 -12%
IDA
162
Intelligence Driven Advisers
California
$549K 21,866 -543,319 -96%
CCFM
163
Clear Creek Financial Management
Washington
$549K 22,318 -526 -2%
HighTower Advisors
164
HighTower Advisors
Illinois
$549K 22,877 -20,414 -47%
CG
165
Clifford Group
Massachusetts
$545K 22,129 +22,129 New
Corient Private Wealth
166
Corient Private Wealth
Florida
$537K 21,832 +21,832 New
SL
167
Sentinus LLC
Illinois
$533K 24,146 -26,677 -52%
MHB
168
Midwest Heritage Bank
Iowa
$522K 21,230 -6,675 -24%
AWE
169
Avidian Wealth Enterprises
Texas
$513K 20,859 -17,159 -45%
MPW
170
MA Private Wealth
California
$513K 20,852 -153,349 -88%
KCM
171
KM Capital Management
Texas
$513K 20,841 +20,841 New
AA
172
Ancora Advisors
Ohio
$495K 20,127 +6,881 +52%
WWG
173
West Wealth Group
California
$484K 19,651 -29,587 -60%
KWS
174
Keystone Wealth Services
California
$468K 19,034 -20,699 -52%
SPIA
175
Steward Partners Investment Advisory
New York
$452K 18,385 -19,207 -51%
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7
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