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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

222 hedge funds and large institutions have $1.96B invested in iShares Fallen Angels USD Bond ETF in 2021 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 64 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+129
Holders Change %
+138.71%
% of All Funds
3.91%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.11%
New
137
Increased
64
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$495M
2
BlackRock
2
BlackRock
New York
$152M
3
Jane Street
3
Jane Street
New York
$138M
4
LPL Financial
4
LPL Financial
California
$109M
5
AIA
5
Angeles Investment Advisors
California
$103M

Top Sellers

1
RCS
1
Retirement Capital Strategies
California
$0
2
FTUS
2
Flow Traders U.S.
New York
$0
3
GI
3
Gradient Investments
Minnesota
$25K
4
B
4
Barings
North Carolina
$0
5
RWA
5
Redhawk Wealth Advisors
Minnesota
$485K
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
176
IHT Wealth Management
Illinois
$301K +$82K +2,806 +37%
WS
177
Wedbush Securities
California
$289K +$289K +9,877 New
TPWA
178
TRUE Private Wealth Advisors
Oregon
$289K +$289K +9,897 New
IDA
179
Intelligence Driven Advisers
California
$286K +$286K +9,774 New
KFS
180
Kelly Financial Services
Massachusetts
$267K +$267K +9,129 New
HIM
181
Hanlon Investment Management
New Jersey
$254K +$254K +8,683 New
NAM
182
NTV Asset Management
West Virginia
$254K +$254K +8,700 New
KWM
183
Kingsview Wealth Management
Oregon
$234K -$846 -29 -0.4%
AF
184
Advisornet Financial
Minnesota
$234K +$234K +8,005 New
FHA
185
First Horizon Advisors
Tennessee
$234K +$234K +8,032 New
FHC
186
First Heartland Consultants
Missouri
$225K +$225K +7,692 New
SS
187
Sunbelt Securities
Texas
$209K -$27K -924 -11%
CAPTRUST Financial Advisors
188
CAPTRUST Financial Advisors
North Carolina
$179K +$179K +6,125 New
FCA
189
FinTrust Capital Advisors
South Carolina
$174K +$154K +5,281 +775%
AAM
190
Advisors Asset Management
Colorado
$132K +$132K +4,501 New
APA
191
American Portfolios Advisors
New York
$121K +$117K +4,000 +2,963%
GM
192
GeoWealth Management
Illinois
$118K -$34.7K -1,188 -23%
GRP
193
Global Retirement Partners
California
$116K +$110K +3,778 +1,889%
US Bancorp
194
US Bancorp
Minnesota
$114K +$20.4K +700 +22%
BWM
195
Baystate Wealth Management
Massachusetts
$100K +$100K +3,424 New
AA
196
Ancora Advisors
Ohio
$88K +$88K +3,007 New
HWMA
197
Heritage Wealth Management (Arizona)
Arizona
$81K +$81K +2,755 New
Bank of Montreal
198
Bank of Montreal
Ontario, Canada
$50K +$50K +1,719 New
AIC
199
Ameritas Investment Company
Nebraska
$44K +$44K +1,506 New
BFEC
200
Benjamin F. Edwards & Company
Missouri
$29K +$29K +1,003 New
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8
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