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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

225 hedge funds and large institutions have $883M invested in iShares Fallen Angels USD Bond ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 56 increasing their positions, 124 reducing their positions, and 92 closing their positions.

Holders
225
Holders Change
-66
Holders Change %
-22.68%
% of All Funds
3.59%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
28
Increased
56
Reduced
124
Closed
92
Calls
$10K
Puts
$2K
Net Calls
+$8K
Net Calls Change
+$8K

Top Buyers

1
Jane Street
1
Jane Street
New York
$45M
2
AIA
2
Angeles Investment Advisors
California
$26.4M
3
OPAM
3
Ocean Park Asset Management
California
$24.3M
4
Bank of America
4
Bank of America
North Carolina
$79.8M
5
SIS
5
Strategic Investment Solutions
Illinois
$14.1M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$36.3M
2
SFSG
2
Sound Financial Strategies Group
Mississippi
$0
3
LPL Financial
3
LPL Financial
California
$35.3M
4
WSTAM
4
Wilbanks Smith & Thomas Asset Management
Virginia
$0
5
OP
5
ORG Partners
Indiana
$1.97K
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
151
Outlook Wealth Advisors
Texas
$283K -$1.51K -61 -0.5%
IA
152
IFG Advisory
Georgia
$276K -$53.4K -2,154 -16%
WS
153
Wedbush Securities
California
$275K +$6.03K +243 +2%
Baird Financial Group
154
Baird Financial Group
Wisconsin
$272K -$350K -14,097 -56%
CWM
155
Certus Wealth Management
California
$271K -$580K -23,391 -68%
PIMG
156
Patriot Investment Management Group
Tennessee
$271K – – –
Wealthfront Advisers
157
Wealthfront Advisers
California
$251K +$27.1K +1,093 +12%
Vontobel Holding
158
Vontobel Holding
Switzerland
$248K -$124K -5,000 -33%
SWM
159
Spire Wealth Management
Virginia
$244K -$566K -22,841 -70%
ASN
160
Advisory Services Network
Georgia
$242K -$538K -21,679 -69%
WFAG
161
Worth Financial Advisory Group
North Carolina
$239K -$4.59K -185 -2%
KWM
162
Keebeck Wealth Management
Illinois
$233K -$50.2K -2,025 -18%
AFO
163
Allie Family Office
Florida
$226K – – –
Northwestern Mutual Wealth Management
164
Northwestern Mutual Wealth Management
Wisconsin
$221K +$23.7K +956 +12%
AWA
165
Arete Wealth Advisors
Illinois
$219K -$117K -4,735 -35%
SC
166
Scotia Capital
Ontario, Canada
$217K +$217K +8,759 New
HGWM
167
Horst & Graben Wealth Management
Oregon
$215K -$1.85M -74,647 -90%
VCM
168
Virtue Capital Management
Tennessee
$212K – – –
CFD
169
Creative Financial Designs
Indiana
$209K -$102K -4,122 -33%
PP
170
Patron Partners
Texas
$208K -$9.3K -375 -4%
WP
171
WealthSource Partners
California
$207K -$486K -19,603 -70%
NCM
172
Northwest Capital Management
Oregon
$201K -$164K -6,624 -45%
AA
173
AlphaCentric Advisors
Puerto Rico
$189K -$1.84K -74 -1%
WWP
174
WR Wealth Planners
Missouri
$168K -$52.6K -2,119 -24%
FSWA
175
Financial Synergies Wealth Advisors
Texas
$153K +$2.21K +89 +1%
5 6
7
8 9