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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

222 hedge funds and large institutions have $1.96B invested in iShares Fallen Angels USD Bond ETF in 2021 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 64 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+129
Holders Change %
+138.71%
% of All Funds
3.91%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.11%
New
137
Increased
64
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$495M
2
BlackRock
2
BlackRock
New York
$152M
3
Jane Street
3
Jane Street
New York
$138M
4
LPL Financial
4
LPL Financial
California
$109M
5
AIA
5
Angeles Investment Advisors
California
$103M

Top Sellers

1
RCS
1
Retirement Capital Strategies
California
$0
2
FTUS
2
Flow Traders U.S.
New York
$0
3
GI
3
Gradient Investments
Minnesota
$25K
4
B
4
Barings
North Carolina
$0
5
RWA
5
Redhawk Wealth Advisors
Minnesota
$485K
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
201
Gradient Investments
Minnesota
$25K -$9.25M -310,724 -100%
SL
202
Savior LLC
Massachusetts
$25K +$25K +860 New
MPWT
203
MassMutual Private Wealth & Trust
Connecticut
$24K +$24K +829 New
PP
204
Prosperity Planning
Missouri
$19K – – –
EP
205
Eudaimonia Partners
Tennessee
$17K +$17K +574 New
GWM
206
Geneos Wealth Management
Colorado
$15K -$751 -26 -5%
CB
207
Community Bank
New York
$14K +$14K +492 New
Wells Fargo
208
Wells Fargo
California
$13K -$45.5K -1,485 -78%
AWM
209
Avior Wealth Management
Nebraska
$10K +$87 +3 +0.9%
EIP
210
Ellis Investment Partners
Pennsylvania
$9K +$9K +305 New
FFA
211
Founders Financial Alliance
North Carolina
$8K +$8K +269 New
CAAS
212
Capital Asset Advisory Services
Michigan
$6K – – –
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
$6K +$883 +29 +17%
FA
214
Fortis Advisors
Pennsylvania
$5K +$5K +161 New
AWM
215
Accel Wealth Management
Iowa
$3K +$3K +86 New
William Blair & Company
216
William Blair & Company
Illinois
$2K +$2K +53 New
NFSG
217
Newbridge Financial Services Group
Florida
$1K +$1K +9 New
AL
218
ADE LLC
Maryland
$1K +$1K +36 New
TAM
219
Tucker Asset Management
Colorado
$526 +$526 +18 New
FGAM
220
Financial Gravity Asset Management
Texas
$161 -$1.39K -43 -90%
RCS
221
Retirement Capital Strategies
California
– -$10.8M -365,879 Closed
FTUS
222
Flow Traders U.S.
New York
– -$10.3M -351,598 Closed
B
223
Barings
North Carolina
– -$1.63M -55,300 Closed
SS
224
Simplicity Solutions
Minnesota
– -$737K -25,053 Closed
Susquehanna International Group
225
Susquehanna International Group
Pennsylvania
– -$311K -10,552 Closed
6 7 8
9
10