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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

257 hedge funds and large institutions have $1.15B invested in iShares Fallen Angels USD Bond ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 88 increasing their positions, 87 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
+32
Holders Change %
+14.22%
% of All Funds
3.77%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
62
Increased
88
Reduced
87
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$102M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$63.8M
3
Bank of America
3
Bank of America
North Carolina
$121M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$63M
5
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$16.2M

Top Sellers

1
Jane Street
1
Jane Street
New York
$5.14M
2
AIA
2
Angeles Investment Advisors
California
$0
3
BAAM
3
Baker Avenue Asset Management
California
$7.41M
4
SIS
4
Strategic Investment Solutions
Illinois
$37.9K
5
State of Tennessee, Department of Treasury
5
State of Tennessee, Department of Treasury
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GSEP
151
Golden State Equity Partners
California
$390K -$39.7K -1,502 -9%
NWA
152
Navis Wealth Advisors
New York
$381K +$7.18K +272 +2%
NS
153
NBC Securities
Alabama
$375K -$30.4K -1,153 -7%
SXL
154
Summit X LLC
Missouri
$368K +$368K +13,924 New
OWA
155
Outlook Wealth Advisors
Texas
$361K +$59.9K +2,268 +20%
NA
156
NewEdge Advisors
Louisiana
$357K +$47.8K +1,809 +15%
PS
157
Principal Securities
Iowa
$356K +$356K +13,488 New
CA
158
Calton & Associates
Florida
$344K +$344K +13,049 New
HI
159
Harbour Investments
Wisconsin
$333K -$214K -8,121 -39%
CFGS
160
Concourse Financial Group Securities
Alabama
$330K -$66.2K -2,509 -17%
Corient Private Wealth
161
Corient Private Wealth
Florida
$320K -$45K -1,705 -12%
T
162
TNF
Montana
$320K -$49.2K -1,836 -13%
TC
163
Trilogy Capital
California
$305K +$305K +11,566 New
HKIMG
164
Hutchens & Kramer Investment Management Group
Indiana
$301K +$301K +11,385 New
CPL
165
CAP Partners LLC
Tennessee
$292K +$292K +11,066 New
WS
166
Wedbush Securities
California
$291K -$1.13K -43 -0.4%
PIMG
167
Patriot Investment Management Group
Tennessee
$289K – – –
CCWA
168
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$287K -$42K -1,592 -13%
CAG
169
Csenge Advisory Group
Florida
$287K -$1.18M -44,672 -80%
PCA
170
Prosperity Capital Advisors
Ohio
$276K +$276K +10,471 New
AWM
171
Apollon Wealth Management
South Carolina
$274K +$274K +10,396 New
AWA
172
Arete Wealth Advisors
Illinois
$272K +$38.7K +1,466 +17%
VWM
173
VCI Wealth Management
Missouri
$268K +$268K +10,152 New
PA
174
Parallel Advisors
California
$265K -$36.6K -1,387 -12%
SB
175
Strategic Blueprint
Georgia
$263K +$263K +9,971 New
5 6
7
8 9