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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

257 hedge funds and large institutions have $1.15B invested in iShares Fallen Angels USD Bond ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 88 increasing their positions, 87 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
+32
Holders Change %
+14.22%
% of All Funds
3.77%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
62
Increased
88
Reduced
87
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$102M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$63.8M
3
Bank of America
3
Bank of America
North Carolina
$121M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$63M
5
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$16.2M

Top Sellers

1
Jane Street
1
Jane Street
New York
$5.14M
2
AIA
2
Angeles Investment Advisors
California
$0
3
BAAM
3
Baker Avenue Asset Management
California
$7.41M
4
SIS
4
Strategic Investment Solutions
Illinois
$37.9K
5
State of Tennessee, Department of Treasury
5
State of Tennessee, Department of Treasury
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
176
HighTower Advisors
Illinois
$257K +$257K +9,794 New
NB
177
NBT Bank
New York
$253K +$253K +9,598 New
RWA
178
Redhawk Wealth Advisors
Minnesota
$246K -$509K -19,298 -67%
MW
179
Maia Wealth
Colorado
$245K +$245K +9,278 New
WFAG
180
Worth Financial Advisory Group
North Carolina
$244K -$10.6K -400 -4%
SWM
181
Spire Wealth Management
Virginia
$244K -$17.3K -652 -7%
Northwestern Mutual Wealth Management
182
Northwestern Mutual Wealth Management
Wisconsin
$242K +$6.97K +264 +3%
AFO
183
Allie Family Office
Florida
$241K +$238K +903,078 +9,900%
PFS
184
Prospera Financial Services
Texas
$236K +$236K +8,948 New
AAS
185
Avantax Advisory Services
Texas
$236K +$236K +8,931 New
DAS
186
Dynamic Advisor Solutions
Arizona
$235K +$235K +8,979 New
QPWM
187
Quadrant Private Wealth Management
Pennsylvania
$228K +$228K +8,631 New
SCM
188
Saxony Capital Management
Missouri
$220K +$220K +8,330 New
IGWM
189
ICA Group Wealth Management
Colorado
$219K +$219K +8,299 New
QWP
190
Quotient Wealth Partners
Texas
$217K +$217K +8,208 New
NCM
191
Northwest Capital Management
Oregon
$214K – – –
ACM
192
Absolute Capital Management
Pennsylvania
$213K +$213K +8,055 New
CT
193
Colonial Trust
South Carolina
$179K +$179K +6,936 New
AA
194
AlphaCentric Advisors
Puerto Rico
$174K -$27.2K -1,030 -13%
PWMG
195
Provence Wealth Management Group
California
$158K -$2.38K -90 -1%
ASN
196
Advisory Services Network
Georgia
$157K -$101K -3,811 -39%
TVAMP
197
Tennessee Valley Asset Management Partners
Tennessee
$149K +$149K +5,654 New
FSWA
198
Financial Synergies Wealth Advisors
Texas
$146K -$6.2K -252 -4%
CFD
199
Creative Financial Designs
Indiana
$136K -$87K -3,296 -39%
BCV
200
Banque Cantonale Vaudoise
Switzerland
$126K -$26.5K -1,000 -17%
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