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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

337 hedge funds and large institutions have $3.21B invested in iShares Fallen Angels USD Bond ETF in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 83 increasing their positions, 186 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
337
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
5.33%
Holding in Top 10
19
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-40.63%
% of All Funds
0.3%
New
46
Increased
83
Reduced
186
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$105M
2
MG
2
Mather Group
Illinois
$89.7M
3
Wells Fargo
3
Wells Fargo
California
$111M
4
State of New Jersey Common Pension Fund D
4
State of New Jersey Common Pension Fund D
New Jersey
$24.4M
5
RH
5
RenaissanceRe Holdings
Bermuda
$84.4M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$770M
2
AIA
2
Angeles Investment Advisors
California
$0
3
BlackRock
3
BlackRock
New York
$203M
4
LPL Financial
4
LPL Financial
California
$176M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
201
Symphony Financial
Texas
$713K +$713K +26,224 New
WEG
202
World Equity Group
Illinois
$707K +$707K +25,477 New
AR
203
Apeiron RIA
Texas
$681K -$924K -33,990 -58%
OFG
204
OmniStar Financial Group
North Carolina
$679K +$65.4K +2,358 +11%
AWM
205
Apollon Wealth Management
South Carolina
$678K -$67.6K -2,434 -9%
LA
206
Latitude Advisors
Florida
$673K +$23.2K +834 +4%
SPI
207
Sutton Place Investors
New York
$662K -$790K -29,749 -54%
LWAC
208
Laurel Wealth Advisors (California)
California
$640K +$436K +15,722 +214%
SWP
209
Stratos Wealth Partners
Ohio
$639K +$639K +23,001 New
Susquehanna International Group
210
Susquehanna International Group
Pennsylvania
$629K +$629K +22,674 New
TPA
211
Trivium Point Advisory
Connecticut
$619K -$88.3K -3,228 -12%
FCBT
212
First Citizens Bank & Trust
North Carolina
$612K +$126K +4,524 +26%
RIM
213
Rockbridge Investment Management
New York
$602K – – –
VC
214
Veracity Capital
Georgia
$597K -$256K -9,224 -30%
Comerica Bank
215
Comerica Bank
Texas
$591K +$80.6K +2,999 +16%
SL
216
SWMG LLC
Texas
$587K -$233K -8,399 -28%
Mariner
217
Mariner
Kansas
$577K +$37K +1,334 +7%
AssetMark Inc
218
AssetMark Inc
California
$565K -$51.4K -1,854 -8%
APC
219
Aspire Private Capital
North Carolina
$560K +$1.67K +60 +0.3%
DAS
220
Dynamic Advisor Solutions
Arizona
$546K +$546K +19,686 New
WWM
221
Wolff Wiese Magana
California
$544K +$47K +1,695 +9%
SXL
222
Summit X LLC
Missouri
$540K -$349K -12,553 -39%
TA
223
TrueWealth Advisors
Alabama
$534K – – –
RIG
224
Roosevelt Investment Group
New York
$534K +$25.6K +923 +5%
BCI
225
Brinker Capital Investments
Pennsylvania
$530K -$238K -8,563 -31%
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