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iShares Fallen Angels USD Bond ETF

272 hedge funds and large institutions have $1.25B invested in iShares Fallen Angels USD Bond ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 109 increasing their positions, 102 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
+9
Holders Change %
+3.42%
% of All Funds
3.94%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
28
Increased
109
Reduced
102
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EFG
201
Ehrlich Financial Group
California
$223K +$223K +8,160 New
SA
202
Sanctuary Advisors
Indiana
$223K -$328K -12,129 -60%
CAS
203
Coppell Advisory Solutions
Texas
$220K +$21.7K +791 +11%
HFA
204
High Falls Advisors
New York
$219K -$229K -8,390 -51%
DA
205
Detalus Advisors
Missouri
$218K +$218K +7,964 New
SCM
206
Saxony Capital Management
Missouri
$208K +$208K +7,622 New
OWA
207
Outlook Wealth Advisors
Texas
$203K +$203K +7,443 New
IWA
208
Icon Wealth Advisors
Texas
$199K -$16.6K -606 -8%
Fidelity Investments
209
Fidelity Investments
Massachusetts
$188K -$21.8K -796 -10%
NPP
210
New Potomac Partners
Maryland
$182K +$182K +6,650 New
Qube Research & Technologies (QRT)
211
Qube Research & Technologies (QRT)
United Kingdom
$175K +$175K +6,413 New
SWM
212
Spire Wealth Management
Virginia
$168K +$7.22K +264 +4%
CA
213
Continuum Advisory
Idaho
$142K -$4.43K -164 -3%
BCV
214
Banque Cantonale Vaudoise
Switzerland
$137K +$7.36K +270 +6%
HGERS
215
Householder Group Estate & Retirement Specialist
Arizona
$133K +$28K +1,028 +27%
AAM
216
Advisors Asset Management
Colorado
$117K -$108K -3,932 -48%
IA
217
IFP Advisors
Florida
$111K +$25K +913 +29%
Bank of Montreal
218
Bank of Montreal
Ontario, Canada
$110K
NB
219
NBT Bank
New York
$109K -$6.81K -249 -6%
CWM
220
Consultiva Wealth Management
Puerto Rico
$108K
CT
221
Colonial Trust
South Carolina
$101K -$92.4K -3,381 -48%
PTC
222
Private Trust Company
Ohio
$67.7K -$22.1K -807 -25%
SIS
223
Sound Income Strategies
Florida
$66.1K
VWWMG
224
Vermillion & White Wealth Management Group
Pennsylvania
$62.5K
WSFS
225
Wilmington Savings Fund Society
Delaware
$54.5K +$54.5K +1,994 New