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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

283 hedge funds and large institutions have $2.77B invested in iShares Fallen Angels USD Bond ETF in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 172 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
+39
Holders Change %
+15.98%
% of All Funds
4.97%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.32%
New
50
Increased
172
Reduced
45
Closed
9
Calls
$295K
Puts
$497K
Net Calls
-$202K
Net Calls Change
+$302K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$696M
2
Wells Fargo
2
Wells Fargo
California
$89.2M
3
SCM
3
SCS Capital Management
Massachusetts
$49.6M
4
LPL Financial
4
LPL Financial
California
$152M
5
RH
5
RenaissanceRe Holdings
Bermuda
$25M

Top Sellers

1
MC
1
McMorgan & Co
California
$0
2
Jane Street
2
Jane Street
New York
$0
3
WP
3
WealthShield Partners
North Carolina
$6.03M
4
KFS
4
Kelly Financial Services
Massachusetts
$478K
5
5L
5
55I LLC
Massachusetts
$42.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
4WM
201
4J Wealth Management
Virginia
$575K -$181 -6 -0%
GFPC
202
Global Financial Private Client
Florida
$549K +$136K +4,518 +33%
Comerica Bank
203
Comerica Bank
Texas
$547K +$25.9K +865 +5%
FA
204
FDx Advisors
Illinois
$535K -$382K -12,685 -42%
SC
205
Scotia Capital
Ontario, Canada
$532K -$7.83K -260 -1%
OFG
206
OmniStar Financial Group
North Carolina
$519K -$5.3K -176 -1%
RIG
207
Roosevelt Investment Group
New York
$506K -$8.49K -282 -2%
WWM
208
Wolff Wiese Magana
California
$504K +$7.86K +261 +2%
Koshinski Asset Management
209
Koshinski Asset Management
Illinois
$503K +$503K +16,718 New
CWM
210
CCG Wealth Management
California
$500K +$500K +16,595 New
IF
211
Intrua Financial
Texas
$495K +$495K +16,448 New
LA
212
Latitude Advisors
Florida
$492K +$492K +16,344 New
BRWM
213
B. Riley Wealth Management
Tennessee
$488K -$2.92K -97 -0.6%
AC
214
Avestar Capital
New York
$479K -$46.9K -1,556 -9%
KFS
215
Kelly Financial Services
Massachusetts
$478K -$9.41M -312,407 -95%
SL
216
SWMG LLC
Texas
$465K +$90.5K +3,009 +24%
SIM
217
Stratos Investment Management
Ohio
$465K +$465K +15,440 New
AWA
218
Arkadios Wealth Advisors
Georgia
$461K +$16.5K +548 +4%
IWS
219
Insight Wealth Strategies
California
$453K +$453K +15,055 New
FT
220
Fiduciary Trust
Massachusetts
$439K – – –
AF
221
Allworth Financial
California
$436K +$97.2K +3,227 +29%
DAS
222
Dynamic Advisor Solutions
Arizona
$410K +$410K +13,617 New
TWM
223
Trinity Wealth Management
Pennsylvania
$402K +$402K +13,340 New
MHR
224
Matthew Hamilton Rosenberg
$391K +$391K +12,992 New
WAS
225
Wealth Advisory Solutions
Indiana
$384K +$54.6K +1,812 +17%
7 8
9
10 11