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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

257 hedge funds and large institutions have $1.15B invested in iShares Fallen Angels USD Bond ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 88 increasing their positions, 87 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
257
Holders Change
+32
Holders Change %
+14.22%
% of All Funds
3.77%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
62
Increased
88
Reduced
87
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$102M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$63.8M
3
Bank of America
3
Bank of America
North Carolina
$121M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$63M
5
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$16.2M

Top Sellers

1
Jane Street
1
Jane Street
New York
$5.14M
2
AIA
2
Angeles Investment Advisors
California
$0
3
BAAM
3
Baker Avenue Asset Management
California
$7.41M
4
SIS
4
Strategic Investment Solutions
Illinois
$37.9K
5
State of Tennessee, Department of Treasury
5
State of Tennessee, Department of Treasury
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
201
Capital Investment Advisory Services
North Carolina
$114K -$40.6K -1,536 -26%
FFA
202
Farther Finance Advisors
California
$110K -$30.8K -1,165 -22%
Bank of Montreal
203
Bank of Montreal
Ontario, Canada
$106K -$7.17M -270,748 -99%
BTI
204
Blue Trust Inc
Georgia
$103K -$1.31M -52,595 -93%
LFA
205
LGT Financial Advisors
Texas
$90.3K +$90.3K +3,420 New
PNC Financial Services Group
206
PNC Financial Services Group
Pennsylvania
$87.7K +$51.7K +1,957 +143%
PTC
207
Private Trust Company
Ohio
$86.9K +$14.3K +540 +20%
WP
208
WealthShield Partners
North Carolina
$82.2K -$3.15M -119,224 -97%
GI
209
Gradient Investments
Minnesota
$72.7K – – –
SIS
210
Sound Income Strategies
Florida
$72.3K +$238 +9 +0.3%
PPC
211
Park Place Capital
Alabama
$69.7K -$35.9K -1,358 -34%
IA
212
IFP Advisors
Florida
$68.2K -$242K -9,153 -78%
GRP
213
Global Retirement Partners
California
$56.9K -$24.3K -913 -30%
AFWM
214
Abich Financial Wealth Management
Virginia
$55.2K +$55.2K +2,089 New
FHA
215
First Horizon Advisors
Tennessee
$54.9K +$30K +1,137 +121%
FFA
216
Founders Financial Alliance
North Carolina
$52K – – –
KFS
217
Kelly Financial Services
Massachusetts
$46.5K +$31.4K +1,190 +209%
CAL
218
Capital Analysts LLC
Pennsylvania
$43K +$819 +31 +2%
SIS
219
Strategic Investment Solutions
Illinois
$37.9K -$14.7M -556,180 -100%
VWWMG
220
Vermillion & White Wealth Management Group
Pennsylvania
$32.6K +$32.6K +1,234 New
SC
221
SouthState Corp
Florida
$29.8K +$29.8K +1,129 New
GJIA
222
Glass Jacobson Investment Advisors
Maryland
$28.8K +$554 +21 +2%
TWM
223
Tradition Wealth Management
Minnesota
$26K +$79 +3 +0.3%
ACA
224
Aptus Capital Advisors
Alabama
$25.8K – – –
AWM
225
Angeles Wealth Management
California
$24.9K -$5.89K -223 -19%
7 8
9
10 11