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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

312 hedge funds and large institutions have $2.45B invested in iShares Fallen Angels USD Bond ETF in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 60 increasing their positions, 198 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
-25
Holders Change %
-7.42%
% of All Funds
5.28%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.24%
New
34
Increased
60
Reduced
198
Closed
55
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
SCS Capital Management
Massachusetts
$61.1M
2
MG
Mather Group
Illinois
$92.2M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$6.42M
4
MFG
Merit Financial Group
Georgia
$6.59M
5
PWM
Perigon Wealth Management
California
$2.44M

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$5.57M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$599M
3
BlackRock
BlackRock
New York
$142M
4
5L
55I LLC
Massachusetts
$0
5
Jane Street
Jane Street
New York
$60.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
201
Mariner
Kansas
$486K -$26.4K -1,071 -5%
SA
202
Stewardship Advisors
Pennsylvania
$486K +$108K +4,386 +29%
AssetMark Inc
203
AssetMark Inc
California
$485K -$15.8K -644 -3%
FHA
204
First Horizon Advisors
Tennessee
$467K +$194K +7,879 +71%
MFA
205
Mayflower Financial Advisors
Massachusetts
$461K +$264K +10,713 +134%
BAM
206
Belpointe Asset Management
Nevada
$451K -$566K -22,990 -56%
SXL
207
Summit X LLC
Missouri
$446K -$29.3K -1,196 -6%
AAM
208
Advisors Asset Management
Colorado
$421K -$18.3K -745 -4%
SG
209
StoneX Group
New York
$415K +$126K +5,100 +43%
ACP
210
Aveo Capital Partners
Colorado
$415K +$415K +16,862 New
MWM
211
Maripau Wealth Management
Indiana
$405K -$307K -11,977 -43%
VC
212
Veracity Capital
Georgia
$403K -$126K -5,128 -24%
WWP
213
WR Wealth Planners
Missouri
$392K -$27.9K -1,134 -7%
BWM
214
BlackDiamond Wealth Management
New York
$383K -$54.5K -2,172 -12%
LA
215
LexAurum Advisors
Kansas
$382K -$38.4K -1,559 -9%
HIM
216
Hanlon Investment Management
New Jersey
$371K -$31.2K -1,266 -8%
FHC
217
First Heartland Consultants
Missouri
$370K +$370K +15,038 New
FT
218
Fiduciary Trust
Massachusetts
$359K – – –
WA
219
Wealth Alliance
New York
$358K +$53.4K +2,170 +18%
NCM
220
NCM Capital Management
New Jersey
$357K -$38.1K -1,547 -10%
QCIG
221
Quad-Cities Investment Group
Iowa
$338K -$27.7K -1,127 -8%
OLVIG
222
Oliver Lagore Vanvalin Investment Group
Michigan
$333K -$19.1K -776 -5%
BTWM
223
Baker Tilly Wealth Management
Wisconsin
$332K -$49.8K -2,025 -13%
NWA
224
Navis Wealth Advisors
New York
$325K -$364K -14,794 -53%
EA
225
Emerald Advisors
Washington
$319K -$57.2K -2,322 -15%
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