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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

306 hedge funds and large institutions have $1.84B invested in iShares Fallen Angels USD Bond ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 65 increasing their positions, 188 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
-6
Holders Change %
-1.92%
% of All Funds
5.29%
Holding in Top 10
6
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-57.14%
% of All Funds
0.1%
New
31
Increased
65
Reduced
188
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$12.8M
2
MG
Mather Group
Illinois
$102M
3
CIAS
CFS Investment Advisory Services
New Jersey
$3.55M
4
OIA
OneDigital Investment Advisors
Kansas
$2.9M
5
Citadel Advisors
Citadel Advisors
Florida
$3.08M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$396M
2
BlackRock
BlackRock
New York
$91.6M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$89.7M
4
Jane Street
Jane Street
New York
$21M
5
LPL Financial
LPL Financial
California
$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
201
NCM Capital Management
New Jersey
$386K +$39.6K +1,658 +11%
FHA
202
First Horizon Advisors
Tennessee
$379K -$74K -3,103 -16%
Citigroup
203
Citigroup
New York
$376K +$142K +5,940 +61%
VAS
204
Vestmark Advisory Solutions
Massachusetts
$374K -$630K -26,342 -63%
JPMorgan Chase & Co
205
JPMorgan Chase & Co
New York
$373K +$199K +8,302 +114%
KWM
206
Keebeck Wealth Management
Illinois
$359K +$359K +15,031 New
PWM
207
Perigon Wealth Management
California
$356K -$2.01M -84,270 -85%
WWP
208
WR Wealth Planners
Missouri
$354K -$26.4K -1,105 -7%
AR
209
Apeiron RIA
Texas
$351K -$90.4K -3,796 -20%
FT
210
Fiduciary Trust
Massachusetts
$349K – – –
CWM
211
Capital Wealth Management
Rhode Island
$341K +$62.3K +2,607 +22%
MYIA
212
Mount Yale Investment Advisors
Colorado
$338K -$211K -8,807 -38%
WHCI
213
W.H. Cornerstone Investments
Massachusetts
$336K +$336K +14,113 New
AAM
214
Advisors Asset Management
Colorado
$331K -$77.5K -3,246 -19%
LA
215
LexAurum Advisors
Kansas
$328K -$43.2K -1,805 -12%
NWA
216
Navis Wealth Advisors
New York
$320K +$3.9K +163 +1%
AA
217
Ancora Advisors
Ohio
$317K +$99.2K +4,147 +46%
SXL
218
Summit X LLC
Missouri
$316K -$126K -5,199 -29%
BAM
219
Belpointe Asset Management
Nevada
$307K -$131K -5,475 -30%
SFS
220
Sowell Financial Services
Arkansas
$296K +$296K +12,400 New
WMR
221
Wealth Management Resources
Rhode Island
$292K +$2.51K +105 +0.9%
SPI
222
Sutton Place Investors
New York
$291K -$281K -11,773 -49%
FCBT
223
First Citizens Bank & Trust
North Carolina
$291K -$215K -8,970 -42%
BTWM
224
Baker Tilly Wealth Management
Wisconsin
$291K -$31.3K -1,311 -10%
IAIM
225
International Assets Investment Management
Florida
$284K -$23K -910 -7%
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