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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

262 hedge funds and large institutions have $1.21B invested in iShares Fallen Angels USD Bond ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 107 increasing their positions, 94 reducing their positions, and 22 closing their positions.

Holders
262
Holders Change
+5
Holders Change %
+1.95%
% of All Funds
3.8%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
34
Increased
107
Reduced
94
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Nomura Asset Management
1
Nomura Asset Management
Japan
$62.5M
2
AIA
2
Angeles Investment Advisors
California
$30.2M
3
Ameriprise
3
Ameriprise
Minnesota
$29.5M
4
Bank of America
4
Bank of America
North Carolina
$143M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$20.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$51.4M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$37.7M
3
AFO
3
Allie Family Office
Florida
$245K
4
TA
4
Tactive Advisors
Florida
$1.15M
5
DJSG
5
D.J. St. Germain
Massachusetts
$1.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vontobel Holding
151
Vontobel Holding
Switzerland
$457K +$53.7K +2,000 +13%
IA
152
IFG Advisory
Georgia
$456K -$8.95K -333 -2%
TC
153
TownSquare Capital
Utah
$448K +$448K +16,689 New
I
154
INVST
Indiana
$448K +$53.3K +2,005 +14%
HFA
155
High Falls Advisors
New York
$447K -$24.2K -901 -5%
NWA
156
Navis Wealth Advisors
New York
$442K +$54.4K +2,025 +14%
RJA
157
Raymond James & Associates
Florida
$439K -$268K -9,979 -38%
ASN
158
Advisory Services Network
Georgia
$438K +$279K +10,378 +175%
ACP
159
Aveo Capital Partners
Colorado
$435K -$113K -4,277 -21%
SCA
160
Snowden Capital Advisors
New York
$433K -$35.6K -1,327 -8%
CFGS
161
Concourse Financial Group Securities
Alabama
$430K +$94K +3,501 +28%
LWM
162
Liberty Wealth Management
California
$428K -$69.4K -2,582 -14%
FAIM
163
Financial Advocates Investment Management
Washington
$427K -$5.75K -214 -1%
IWA
164
Icon Wealth Advisors
Texas
$410K -$56.6K -2,108 -12%
SPC
165
Sigma Planning Corp
Michigan
$394K +$394K +14,677 New
PS
166
Principal Securities
Iowa
$386K +$23.4K +870 +6%
USCWA
167
U.S. Capital Wealth Advisors
Texas
$382K -$23K -855 -6%
SXL
168
Summit X LLC
Missouri
$370K -$4.3K -160 -1%
CC
169
Copperleaf Capital
North Carolina
$343K +$343K +12,765 New
PCA
170
Prosperity Capital Advisors
Ohio
$336K +$55.1K +2,052 +20%
MCC
171
Money Concepts Capital
Florida
$334K +$334K +12,449 New
Brown Advisory
172
Brown Advisory
Maryland
$331K +$331K +12,341 New
AAM
173
Advisors Asset Management
Colorado
$321K -$82.4K -3,066 -20%
HI
174
Harbour Investments
Wisconsin
$311K -$27.5K -1,022 -8%
TCPW
175
Twin City Private Wealth
North Carolina
$311K +$311K +11,560 New
5 6
7
8 9