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iShares Fallen Angels USD Bond ETF

263 hedge funds and large institutions have $1.15B invested in iShares Fallen Angels USD Bond ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 93 increasing their positions, 100 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
+1
Holders Change %
+0.38%
% of All Funds
3.83%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
31
Increased
93
Reduced
100
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
201
Spire Wealth Management
Virginia
$154K -$50.7K -1,937 -25%
CA
202
Continuum Advisory
Idaho
$142K
FHA
203
First Horizon Advisors
Tennessee
$138K +$69.8K +2,665 +102%
BCV
204
Banque Cantonale Vaudoise
Switzerland
$125K
CFD
205
Creative Financial Designs
Indiana
$112K
NB
206
NBT Bank
New York
$110K -$91.7K -3,512 -45%
Bank of Montreal
207
Bank of Montreal
Ontario, Canada
$106K
CWM
208
Consultiva Wealth Management
Puerto Rico
$103K
HGERS
209
Householder Group Estate & Retirement Specialist
Arizona
$101K -$379K -14,483 -79%
LFA
210
LGT Financial Advisors
Texas
$91.2K +$1.02K +39 +1%
PNC Financial Services Group
211
PNC Financial Services Group
Pennsylvania
$90.2K +$8.72K +333 +11%
FFA
212
Farther Finance Advisors
California
$88.3K -$11.2K -430 -11%
BIA
213
Bell Investment Advisors
California
$86.9K +$86.9K +3,318 New
PTC
214
Private Trust Company
Ohio
$86K
IA
215
IFP Advisors
Florida
$82.1K +$13.4K +513 +20%
GI
216
Gradient Investments
Minnesota
$72.1K
SIS
217
Sound Income Strategies
Florida
$63.4K -$3.14K -120 -5%
VWWMG
218
Vermillion & White Wealth Management Group
Pennsylvania
$59.9K
GRP
219
Global Retirement Partners
California
$54K -$2.15K -82 -4%
FFA
220
Founders Financial Alliance
North Carolina
$51.5K
SIS
221
Strategic Investment Solutions
Illinois
$49.4K +$49.4K +1,843 New
AFWM
222
Abich Financial Wealth Management
Virginia
$41.4K -$733 -28 -2%
ACA
223
Aptus Capital Advisors
Alabama
$38.6K +$26 +1 +0.1%
WP
224
WealthShield Partners
North Carolina
$37.2K -$36.6K -1,397 -50%
ADL
225
Asset Dedication LLC
California
$33.8K +$33.8K +1,292 New