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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

306 hedge funds and large institutions have $1.84B invested in iShares Fallen Angels USD Bond ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 65 increasing their positions, 188 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
-6
Holders Change %
-1.92%
% of All Funds
5.29%
Holding in Top 10
6
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-57.14%
% of All Funds
0.1%
New
31
Increased
65
Reduced
188
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$12.8M
2
MG
Mather Group
Illinois
$102M
3
CIAS
CFS Investment Advisory Services
New Jersey
$3.55M
4
OIA
OneDigital Investment Advisors
Kansas
$2.9M
5
Citadel Advisors
Citadel Advisors
Florida
$3.08M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$396M
2
BlackRock
BlackRock
New York
$91.6M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$89.7M
4
Jane Street
Jane Street
New York
$21M
5
LPL Financial
LPL Financial
California
$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRWM
176
Castle Rock Wealth Management
California
$590K -$45.3K -1,905 -7%
RIA
177
Regal Investment Advisors
Michigan
$585K -$305K -12,741 -34%
CF
178
Centaurus Financial
California
$577K -$73.7K -3,080 -11%
Kovitz Investment Group Partners
179
Kovitz Investment Group Partners
Illinois
$577K +$304K +12,711 +111%
CIAS
180
Capital Investment Advisory Services
North Carolina
$558K -$80.7K -3,378 -13%
SWA
181
Stratos Wealth Advisors
Ohio
$557K -$1.26M -52,810 -69%
FWP
182
Firethorn Wealth Partners
Georgia
$548K +$21.8K +912 +4%
CCFM
183
Clear Creek Financial Management
Washington
$546K +$9.82K +411 +2%
Comerica Bank
184
Comerica Bank
Texas
$537K +$13.7K +575 +3%
RFG
185
Range Financial Group
Oregon
$529K -$138K -5,785 -21%
TCA
186
Transcend Capital Advisors
New Jersey
$515K -$274K -11,464 -35%
AssetMark Inc
187
AssetMark Inc
California
$515K +$43.8K +1,834 +9%
AWA
188
Arete Wealth Advisors
Illinois
$514K +$514K +21,486 New
RIG
189
Roosevelt Investment Group
New York
$502K +$22.8K +955 +5%
MFA
190
Mayflower Financial Advisors
Massachusetts
$490K +$42.6K +1,782 +10%
AWM
191
Alterna Wealth Management
Texas
$488K -$526K -22,019 -52%
VWM
192
Venturi Wealth Management
Texas
$485K -$71.4K -2,989 -13%
BOC
193
Bull Oak Capital
California
$482K -$1.23M -51,459 -72%
FWM
194
Foresight Wealth Management
Utah
$481K -$23.4K -982 -5%
APC
195
Aspire Private Capital
North Carolina
$467K -$11.5K -480 -2%
WEG
196
World Equity Group
Illinois
$458K -$123K -5,140 -21%
SA
197
Stewardship Advisors
Pennsylvania
$433K -$38.5K -1,613 -8%
SA
198
Scarborough Advisors
Maryland
$431K -$565K -23,673 -57%
WA
199
Wealth Alliance
New York
$418K +$70.4K +2,948 +20%
LWAC
200
Laurel Wealth Advisors (California)
California
$404K -$281K -11,769 -41%
6 7
8
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