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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

262 hedge funds and large institutions have $1.21B invested in iShares Fallen Angels USD Bond ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 107 increasing their positions, 94 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
+5
Holders Change %
+1.95%
% of All Funds
3.8%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
34
Increased
107
Reduced
94
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Nomura Asset Management
1
Nomura Asset Management
Japan
$62.5M
2
AIA
2
Angeles Investment Advisors
California
$30.2M
3
Ameriprise
3
Ameriprise
Minnesota
$29.5M
4
Bank of America
4
Bank of America
North Carolina
$143M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$20.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$51.4M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$37.7M
3
AFO
3
Allie Family Office
Florida
$245K
4
TA
4
Tactive Advisors
Florida
$1.15M
5
DJSG
5
D.J. St. Germain
Massachusetts
$1.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
NB
201
NBT Bank
New York
$208K -$50.2K -1,869 -19%
LNC
202
Lincoln National Corp
Pennsylvania
$207K +$207K +7,689 New
SCM
203
Saxony Capital Management
Missouri
$206K -$17.5K -653 -8%
SWM
204
SigFig Wealth Management
California
$202K +$202K +7,508 New
CT
205
Colonial Trust
South Carolina
$191K +$5.16K +192 +3%
NCM
206
Northwest Capital Management
Oregon
$186K -$31.1K -1,158 -14%
CA
207
Continuum Advisory
Idaho
$143K +$143K +5,404 New
BCV
208
Banque Cantonale Vaudoise
Switzerland
$128K – – –
CFD
209
Creative Financial Designs
Indiana
$115K -$23.4K -870 -17%
Bank of Montreal
210
Bank of Montreal
Ontario, Canada
$108K – – –
CWM
211
Consultiva Wealth Management
Puerto Rico
$106K +$106K +3,951 New
FFA
212
Farther Finance Advisors
California
$102K -$9.09K -342 -8%
CIAS
213
Capital Investment Advisory Services
North Carolina
$97.2K -$18.3K -682 -16%
LFA
214
LGT Financial Advisors
Texas
$92.5K +$618 +23 +0.7%
PTC
215
Private Trust Company
Ohio
$88.2K -$134 -5 -0.2%
PNC Financial Services Group
216
PNC Financial Services Group
Pennsylvania
$83.5K -$5.72K -213 -6%
TAM
217
Tucker Asset Management
Colorado
$77.9K +$74.9K +2,787 +2,423%
JPWM
218
Jamison Private Wealth Management
Georgia
$77.9K +$77.9K +2,900 New
FSWA
219
Financial Synergies Wealth Advisors
Texas
$76.9K -$82.1K -3,055 -52%
WP
220
WealthShield Partners
North Carolina
$75.6K -$7.95K -296 -10%
GI
221
Gradient Investments
Minnesota
$74K – – –
PPC
222
Park Place Capital
Alabama
$72.3K +$1.42K +53 +2%
IA
223
IFP Advisors
Florida
$70.5K +$1.02K +38 +1%
FHA
224
First Horizon Advisors
Tennessee
$70.2K +$14.3K +533 +26%
SIS
225
Sound Income Strategies
Florida
$68.2K -$5.35K -199 -7%
7 8
9
10 11