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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

293 hedge funds and large institutions have $1.1B invested in iShares Fallen Angels USD Bond ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 87 increasing their positions, 139 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-8
Holders Change %
-2.66%
% of All Funds
4.69%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
48
Increased
87
Reduced
139
Closed
49
Calls
$33K
Puts
$3K
Net Calls
+$30K
Net Calls Change
+$30K

Top Buyers

1
Nomura Asset Management
1
Nomura Asset Management
Japan
$43.5M
2
Bank of America
2
Bank of America
North Carolina
$58.2M
3
MG
3
Mather Group
Illinois
$142M
4
UBS Group
4
UBS Group
Switzerland
$30.8M
5
State of Tennessee, Department of Treasury
5
State of Tennessee, Department of Treasury
Tennessee
$12.5M

Top Sellers

1
SCM
1
SCS Capital Management
Massachusetts
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$210M
3
PPW
3
Parcion Private Wealth
Washington
$3.45M
4
Jane Street
4
Jane Street
New York
$5.46M
5
BlackRock
5
BlackRock
New York
$35.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
176
Clearview Wealth Advisors
Oregon
$398K -$427K -16,902 -52%
I
177
INVST
Indiana
$395K -$37.4K -1,490 -9%
NCM
178
Northwest Capital Management
Oregon
$393K -$374K -14,782 -49%
Vontobel Holding
179
Vontobel Holding
Switzerland
$379K +$379K +15,000 New
IA
180
IFG Advisory
Georgia
$375K -$28.3K -1,118 -7%
AWA
181
Arete Wealth Advisors
Illinois
$364K -$5.81K -230 -2%
SB
182
Strategic Blueprint
Georgia
$360K -$322K -12,744 -47%
KWS
183
Keystone Wealth Services
California
$358K -$123K -4,853 -25%
IWM
184
IHT Wealth Management
Illinois
$353K -$111K -4,391 -24%
NWA
185
Navis Wealth Advisors
New York
$347K +$3.06K +121 +0.9%
KPWS
186
Kestra Private Wealth Services
Texas
$345K +$345K +13,649 New
CFG
187
Cooper Financial Group
California
$344K -$48.8K -1,932 -12%
TWM
188
Tradition Wealth Management
Minnesota
$342K -$492K -19,478 -59%
CFD
189
Creative Financial Designs
Indiana
$340K -$277K -10,958 -45%
AAM
190
Advisors Asset Management
Colorado
$340K +$7.78K +308 +2%
WMR
191
Wealth Management Resources
Rhode Island
$326K +$152 +6 +0%
PFGIA
192
Patriot Financial Group Insurance Agency
Massachusetts
$311K -$85.9K -3,400 -22%
FFA
193
Farther Finance Advisors
California
$305K +$62.9K +2,490 +26%
SFO
194
Stokes Family Office
Louisiana
$301K -$60.9K -2,410 -17%
MHB
195
Midwest Heritage Bank
Iowa
$300K -$236K -9,352 -44%
MFA
196
Mayflower Financial Advisors
Massachusetts
$295K -$30.3K -1,198 -9%
Legacy Financial Group (Iowa)
197
Legacy Financial Group (Iowa)
Iowa
$292K +$292K +11,538 New
KWM
198
Keebeck Wealth Management
Illinois
$289K -$30.7K -1,215 -10%
TPWA
199
TRUE Private Wealth Advisors
Oregon
$285K -$2.78K -110 -1%
BPA
200
Beacon Pointe Advisors
California
$284K +$284K +11,253 New
6 7
8
9 10