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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

293 hedge funds and large institutions have $1.1B invested in iShares Fallen Angels USD Bond ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 87 increasing their positions, 139 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-8
Holders Change %
-2.66%
% of All Funds
4.69%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
48
Increased
87
Reduced
139
Closed
49
Calls
$33K
Puts
$3K
Net Calls
+$30K
Net Calls Change
+$30K

Top Buyers

1
Nomura Asset Management
1
Nomura Asset Management
Japan
$43.5M
2
Bank of America
2
Bank of America
North Carolina
$58.2M
3
MG
3
Mather Group
Illinois
$142M
4
UBS Group
4
UBS Group
Switzerland
$30.8M
5
State of Tennessee, Department of Treasury
5
State of Tennessee, Department of Treasury
Tennessee
$12.5M

Top Sellers

1
SCM
1
SCS Capital Management
Massachusetts
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$210M
3
PPW
3
Parcion Private Wealth
Washington
$3.45M
4
Jane Street
4
Jane Street
New York
$5.46M
5
BlackRock
5
BlackRock
New York
$35.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
151
Foundations Investment Advisors
Arizona
$547K -$170K -6,724 -24%
ACP
152
Aveo Capital Partners
Colorado
$546K +$87.3K +3,456 +19%
GM
153
GeoWealth Management
Illinois
$543K +$543K +21,458 New
SPC
154
Sigma Planning Corp
Michigan
$542K -$52.8K -2,091 -9%
LA
155
LexAurum Advisors
Kansas
$534K +$297K +11,754 +125%
KCM
156
KM Capital Management
Texas
$531K +$4.7K +186 +0.9%
SL
157
Sentinus LLC
Illinois
$530K -$80.6K -3,189 -13%
Thrivent Financial for Lutherans
158
Thrivent Financial for Lutherans
Minnesota
$529K -$104K -4,161 -16%
DI
159
DDFG Inc
California
$528K -$130K -5,136 -20%
Citigroup
160
Citigroup
New York
$517K +$95.8K +3,790 +23%
FFN
161
Focus Financial Network
Minnesota
$507K +$507K +20,054 New
MBT
162
Montecito Bank & Trust
California
$488K -$505K -19,974 -51%
WWG
163
West Wealth Group
California
$488K -$8.34K -330 -2%
CC
164
Copperleaf Capital
North Carolina
$475K +$49.3K +1,949 +12%
SIS
165
Strategic Investment Solutions
Illinois
$468K -$1.57M -61,942 -77%
HPM
166
Hoxton Planning & Management
West Virginia
$468K -$215K -8,521 -32%
IDA
167
Intelligence Driven Advisers
California
$463K -$84.3K -3,369 -15%
WP
168
WealthShield Partners
North Carolina
$462K -$8.23M -325,871 -95%
SA
169
Sunesis Advisors
Kansas
$453K +$453K +17,929 New
AssetMark Inc
170
AssetMark Inc
California
$445K -$8.24K -326 -2%
SPIA
171
Steward Partners Investment Advisory
New York
$440K -$24.7K -977 -5%
FCBT
172
First Citizens Bank & Trust
North Carolina
$436K +$120K +4,765 +38%
HighTower Advisors
173
HighTower Advisors
Illinois
$423K -$139K -5,652 -25%
EP
174
Eudaimonia Partners
Tennessee
$417K -$4.9M -193,981 -92%
RIA
175
Regal Investment Advisors
Michigan
$412K +$130K +5,160 +46%
5 6
7
8 9