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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

293 hedge funds and large institutions have $1.1B invested in iShares Fallen Angels USD Bond ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 87 increasing their positions, 139 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-8
Holders Change %
-2.66%
% of All Funds
4.69%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
48
Increased
87
Reduced
139
Closed
49
Calls
$33K
Puts
$3K
Net Calls
+$30K
Net Calls Change
+$30K

Top Buyers

1
Nomura Asset Management
1
Nomura Asset Management
Japan
$43.5M
2
Bank of America
2
Bank of America
North Carolina
$58.2M
3
MG
3
Mather Group
Illinois
$142M
4
UBS Group
4
UBS Group
Switzerland
$30.8M
5
State of Tennessee, Department of Treasury
5
State of Tennessee, Department of Treasury
Tennessee
$12.5M

Top Sellers

1
SCM
1
SCS Capital Management
Massachusetts
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$210M
3
PPW
3
Parcion Private Wealth
Washington
$3.45M
4
Jane Street
4
Jane Street
New York
$5.46M
5
BlackRock
5
BlackRock
New York
$35.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSWMA
201
Market Street Wealth Management Advisors
Indiana
$284K -$324K -12,816 -53%
FEM
202
Fulcrum Equity Management
Texas
$280K +$280K +11,076 New
WA
203
Wealth Alliance
New York
$278K +$51.9K +2,054 +23%
BFA
204
BMS Financial Advisors
South Dakota
$277K -$2.07M -81,856 -88%
Qube Research & Technologies (QRT)
205
Qube Research & Technologies (QRT)
United Kingdom
$277K +$277K +10,957 New
PIMG
206
Patriot Investment Management Group
Tennessee
$276K -$14K -555 -5%
PPC
207
Park Place Capital
Alabama
$274K +$14.3K +565 +6%
AWE
208
Avidian Wealth Enterprises
Texas
$269K -$258K -10,221 -49%
Rockefeller Capital Management
209
Rockefeller Capital Management
New York
$267K -$28.4K -1,125 -10%
BTWM
210
Baker Tilly Wealth Management
Wisconsin
$262K +$262K +10,387 New
IAIM
211
International Assets Investment Management
Florida
$256K +$256K +9,774 New
WWP
212
WR Wealth Planners
Missouri
$254K -$13.4K -529 -5%
FWP
213
Firethorn Wealth Partners
Georgia
$249K -$49.1K -1,973 -16%
WFAG
214
Worth Financial Advisory Group
North Carolina
$249K -$3.03K -120 -1%
TWP
215
Tempus Wealth Planning
California
$244K -$19.5K -771 -7%
SL
216
SWMG LLC
Texas
$234K -$6.04K -239 -3%
FTS
217
Fifth Third Securities
Ohio
$231K – – –
CIAS
218
Capital Investment Advisory Services
North Carolina
$231K -$33.5K -1,324 -13%
AFO
219
Allie Family Office
Florida
$231K – – –
V
220
ViaWealth
Kansas
$230K +$230K +9,118 New
SG
221
StoneX Group
New York
$230K -$17K -674 -7%
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$229K -$16.3K -644 -7%
Wealthfront Advisers
223
Wealthfront Advisers
California
$223K -$215K -8,519 -49%
QCIG
224
Quad-Cities Investment Group
Iowa
$221K -$7.28K -288 -3%
WS
225
Wedbush Securities
California
$217K +$217K +8,568 New
7 8
9
10 11