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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

270 hedge funds and large institutions have $1.31B invested in iShares Fallen Angels USD Bond ETF in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 109 increasing their positions, 82 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
-2
Holders Change %
-0.74%
% of All Funds
3.6%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
45
Increased
109
Reduced
82
Closed
39
Calls
$27K
Puts
–
Net Calls
+$27K
Net Calls Change
+$27K

Top Buyers

1
Nomura Asset Management
1
Nomura Asset Management
Japan
$38M
2
State of Tennessee, Department of Treasury
2
State of Tennessee, Department of Treasury
Tennessee
$15.6M
3
MG
3
Mather Group
Illinois
$256M
4
Ameriprise
4
Ameriprise
Minnesota
$42.5M
5
SWP
5
Stratos Wealth Partners
Ohio
$6.15M

Top Sellers

1
TC
1
Toews Corporation
New Jersey
$0
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$13M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.6M
4
AssetMark Inc
4
AssetMark Inc
California
$503K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
WS
176
Wedbush Securities
California
$265K -$14.2K -532 -5%
PA
177
Parallel Advisors
California
$265K – – –
PFG
178
PAX Financial Group
Texas
$263K +$6.04K +226 +2%
Corient Private Wealth
179
Corient Private Wealth
Florida
$263K +$8.09K +303 +3%
AFG
180
Atomi Financial Group
New York
$263K +$18.2K +683 +7%
DA
181
Detalus Advisors
Missouri
$263K +$49.9K +1,867 +23%
AA
182
AlphaCentric Advisors
Puerto Rico
$252K +$15.7K +586 +7%
PFS
183
Prospera Financial Services
Texas
$251K +$13.7K +512 +6%
MWM
184
Mascagni Wealth Management
Mississippi
$248K +$248K +9,273 New
NAM
185
NTV Asset Management
West Virginia
$247K -$80.1K -3,000 -24%
WFAG
186
Worth Financial Advisory Group
North Carolina
$244K -$3.34K -125 -1%
AFO
187
Allie Family Office
Florida
$244K – – –
CC
188
Climber Capital
Switzerland
$243K +$243K +9,090 New
IPW
189
Intergy Private Wealth
Colorado
$242K +$8.6K +322 +4%
AF
190
Aldebaran Financial
$239K +$239K +8,951 New
SPIA
191
Steward Partners Investment Advisory
New York
$238K -$12.1K -454 -5%
BFA
192
Beacon Financial Advisory
Ohio
$234K +$234K +8,767 New
BONH
193
Bank of New Hampshire
New Hampshire
$234K – – –
CC
194
Copperleaf Capital
North Carolina
$229K +$229K +8,555 New
HI
195
Harbour Investments
Wisconsin
$228K -$43.8K -1,641 -16%
WI
196
WrapManager Inc
California
$227K +$227K +8,511 New
Goldman Sachs
197
Goldman Sachs
New York
$224K +$3.82K +143 +2%
TC
198
TownSquare Capital
Utah
$221K -$227K -8,485 -51%
HighTower Advisors
199
HighTower Advisors
Illinois
$215K -$823K -30,803 -79%
DWT
200
Dorsey & Whitney Trust
South Dakota
$214K -$321K -12,000 -60%
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