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iShares Fallen Angels USD Bond ETF

337 hedge funds and large institutions have $3.21B invested in iShares Fallen Angels USD Bond ETF in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 83 increasing their positions, 186 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
5.33%
Holding in Top 10
19
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-40.63%
% of All Funds
0.3%
New
46
Increased
83
Reduced
186
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CPO
176
Cerity Partners OCIO
New York
$1.03M +$101K +3,647 +11%
WAS
177
Wealth Advisory Solutions
Indiana
$982K +$982K +35,375 New
PFGIA
178
Patriot Financial Group Insurance Agency
Massachusetts
$930K -$531K -19,146 -36%
I
179
INVST
Indiana
$910K -$252K -9,820 -22%
JPMorgan Chase & Co
180
JPMorgan Chase & Co
New York
$908K +$908K +32,708 New
CCWA
181
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$903K -$201K -7,241 -18%
CFG
182
Cooper Financial Group
California
$891K -$205K -7,374 -19%
DF
183
Donoghue Forlines
Massachusetts
$887K +$887K +31,948 New
FWM
184
Foresight Wealth Management
Utah
$877K -$118K -4,239 -12%
DWT
185
Dorsey & Whitney Trust
South Dakota
$861K
TCA
186
Transcend Capital Advisors
New Jersey
$839K -$781K -28,124 -48%
PAG
187
Private Advisor Group
New Jersey
$825K -$632K -22,739 -43%
SA
188
Scarborough Advisors
Maryland
$824K -$464K -16,724 -36%
RFG
189
Range Financial Group
Oregon
$820K +$28.6K +1,031 +4%
MYIA
190
Mount Yale Investment Advisors
Colorado
$801K -$269K -9,694 -25%
VWM
191
Venturi Wealth Management
Texas
$795K -$331K -11,929 -29%
SAM
192
Secure Asset Management
Michigan
$794K -$9.28K -334 -1%
NWA
193
Navis Wealth Advisors
New York
$778K +$5.11K +184 +0.7%
FWP
194
Firethorn Wealth Partners
Georgia
$766K -$604K -21,772 -44%
PCG
195
Private Capital Group
Connecticut
$754K -$269K -9,686 -26%
CRWM
196
Castle Rock Wealth Management
California
$750K
KWM
197
Kingsview Wealth Management
Oregon
$739K -$1.42M -51,092 -66%
MWM
198
Maripau Wealth Management
Indiana
$738K +$169K +6,357 +30%
US Bancorp
199
US Bancorp
Minnesota
$729K +$134K +4,825 +23%
GFPC
200
Global Financial Private Client
Florida
$726K -$215K -7,792 -23%