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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

225 hedge funds and large institutions have $883M invested in iShares Fallen Angels USD Bond ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 56 increasing their positions, 124 reducing their positions, and 92 closing their positions.

Holders
225
Holders Change
-66
Holders Change %
-22.68%
% of All Funds
3.59%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
28
Increased
56
Reduced
124
Closed
92
Calls
$10K
Puts
$2K
Net Calls
+$8K
Net Calls Change
+$8K

Top Buyers

1
Jane Street
1
Jane Street
New York
$45M
2
AIA
2
Angeles Investment Advisors
California
$26.4M
3
OPAM
3
Ocean Park Asset Management
California
$24.3M
4
Bank of America
4
Bank of America
North Carolina
$79.8M
5
SIS
5
Strategic Investment Solutions
Illinois
$14.1M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$36.3M
2
SFSG
2
Sound Financial Strategies Group
Mississippi
$0
3
LPL Financial
3
LPL Financial
California
$35.3M
4
WSTAM
4
Wilbanks Smith & Thomas Asset Management
Virginia
$0
5
OP
5
ORG Partners
Indiana
$1.97K
Name Market Value Shares Shares
Change 		Shares
Change %
FHA
201
First Horizon Advisors
Tennessee
$23.4K 942 -5,841 -86%
TRCT
202
Tower Research Capital (TRC)
New York
$18.9K 763 +427 +127%
MHR
203
Matthew Hamilton Rosenberg
$17K 687 -1,135 -62%
CIA
204
Cape Investment Advisory
Georgia
$16.8K 676 -664 -50%
KFS
205
Kelly Financial Services
Massachusetts
$14.1K 570 -3,157 -85%
VWM
206
Venturi Wealth Management
Texas
$13.1K 530 -6,029 -92%
AWM
207
Ameliora Wealth Management
Switzerland
$12.5K 506 – –
FWP
208
FAS Wealth Partners
Kansas
$10.3K 416 +6 +1%
DAM
209
Delta Asset Management
Tennessee
$8.51K 343 – –
EWA
210
EverSource Wealth Advisors
Alabama
$6.2K 250 -1,610 -87%
LOIP
211
Live Oak Investment Partners
Texas
– – – –
Legacy Financial Group (Iowa)
212
Legacy Financial Group (Iowa)
Iowa
$4.32K 174 -22,355 -99%
AIC
213
Archer Investment Corporation
Indiana
$3.52K 142 – –
HWA
214
HHM Wealth Advisors
Tennessee
$3.15K 127 – –
SCA
215
Stonebridge Capital Advisors
Minnesota
$2.88K 116 +2 +2%
TAM
216
Tucker Asset Management
Colorado
$2.85K 115 -243 -68%
Fidelity Investments
217
Fidelity Investments
Massachusetts
$1.98K 80 -2,506 -97%
OP
218
ORG Partners
Indiana
$1.97K 78 -796,216 -100%
CA
219
Centerpoint Advisors
Massachusetts
$1K 44 – –
SIC
220
Salem Investment Counselors
North Carolina
$992 40 -24 -38%
BNP Paribas Financial Markets
221
BNP Paribas Financial Markets
France
$992 40 +40 New
APC
222
Aspire Private Capital
North Carolina
$758 30 -3,163 -99%
BWM
223
Baystate Wealth Management
Massachusetts
$453 18 -407 -96%
HGERS
224
Householder Group Estate & Retirement Specialist
Arizona
$298 12 +12 New
FCA
225
FinTrust Capital Advisors
South Carolina
$248 10 -4,841 -100%
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9
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