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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

225 hedge funds and large institutions have $883M invested in iShares Fallen Angels USD Bond ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 56 increasing their positions, 124 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
225
Holders Change
-66
Holders Change %
-22.68%
% of All Funds
3.59%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
28
Increased
56
Reduced
124
Closed
92
Calls
$10K
Puts
$2K
Net Calls
+$8K
Net Calls Change
+$8K

Top Buyers

1
Jane Street
1
Jane Street
New York
$45M
2
AIA
2
Angeles Investment Advisors
California
$26.4M
3
OPAM
3
Ocean Park Asset Management
California
$24.3M
4
Bank of America
4
Bank of America
North Carolina
$79.8M
5
SIS
5
Strategic Investment Solutions
Illinois
$14.1M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$36.3M
2
SFSG
2
Sound Financial Strategies Group
Mississippi
$0
3
LPL Financial
3
LPL Financial
California
$35.3M
4
WSTAM
4
Wilbanks Smith & Thomas Asset Management
Virginia
$0
5
OP
5
ORG Partners
Indiana
$1.97K
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
176
Provence Wealth Management Group
California
$150K +$150K +6,063 New
CIAS
177
Capital Investment Advisory Services
North Carolina
$145K +$298 +12 +0.2%
BCV
178
Banque Cantonale Vaudoise
Switzerland
$143K – – –
FFA
179
Farther Finance Advisors
California
$132K -$204K -8,243 -61%
CSWG
180
Cardinal Strategic Wealth Guidance
Kentucky
$111K – – –
Wells Fargo
181
Wells Fargo
California
$102K -$3.13M -126,111 -97%
PPC
182
Park Place Capital
Alabama
$99.1K -$175K -7,070 -64%
CWM
183
Consultiva Wealth Management
Puerto Rico
$98K +$98K +3,951 New
SFA
184
Semmax Financial Advisors
North Carolina
$90.1K +$90.1K +3,584 New
AF
185
Advisornet Financial
Minnesota
$82.3K -$124K -4,991 -60%
SPIA
186
Steward Partners Investment Advisory
New York
$78.3K -$386K -15,570 -83%
GRP
187
Global Retirement Partners
California
$74.2K -$89.2K -3,669 -55%
GI
188
Gradient Investments
Minnesota
$68.3K – – –
PTC
189
Private Trust Company
Ohio
$68.2K -$44K -1,774 -39%
SIS
190
Sound Income Strategies
Florida
$67.7K -$7.56K -305 -10%
FFA
191
Founders Financial Alliance
North Carolina
$48.8K -$694 -28 -1%
CAL
192
Capital Analysts LLC
Pennsylvania
$40K -$61.2K -2,442 -60%
NFSG
193
Newbridge Financial Services Group
Florida
$37.8K – – –
PNC Financial Services Group
194
PNC Financial Services Group
Pennsylvania
$33.9K -$12.5K -505 -27%
AWM
195
Angeles Wealth Management
California
$28.9K +$3.2K +129 +12%
CWP
196
Concord Wealth Partners
Virginia
$28.6K – – –
GJIA
197
Glass Jacobson Investment Advisors
Maryland
$26.6K +$26.6K +1,072 New
S
198
SignatureFD
Georgia
$24.4K +$24.4K +982 New
ACA
199
Aptus Capital Advisors
Alabama
$24.3K -$1.81K -73 -7%
TWM
200
Tradition Wealth Management
Minnesota
$24K -$314K -12,896 -93%
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8
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