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iShares Fallen Angels USD Bond ETF

270 hedge funds and large institutions have $1.31B invested in iShares Fallen Angels USD Bond ETF in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 109 increasing their positions, 82 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
-2
Holders Change %
-0.74%
% of All Funds
3.6%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
45
Increased
109
Reduced
82
Closed
39
Calls
$27K
Puts
Net Calls
+$27K
Net Calls Change
+$27K
Name Holding Trade Value Shares
Change
Shares
Change %
Vontobel Holding
201
Vontobel Holding
Switzerland
$214K -$240K -9,000 -53%
AWA
202
Arkadios Wealth Advisors
Georgia
$207K -$128K -4,797 -38%
TCPW
203
Twin City Private Wealth
North Carolina
$204K -$54.1K -2,024 -21%
CWM
204
Cornerstone Wealth Management
Missouri
$204K +$204K +7,635 New
SCM
205
Saxony Capital Management
Missouri
$202K -$1.34K -50 -0.7%
OGC
206
Oak Grove Capital
New Hampshire
$200K +$200K +7,500 New
SWM
207
Spire Wealth Management
Virginia
$143K -$20.9K -783 -13%
CA
208
Continuum Advisory
Idaho
$140K
Fidelity Investments
209
Fidelity Investments
Massachusetts
$131K -$53.1K -1,987 -29%
IA
210
IFP Advisors
Florida
$108K -$27 -1 -0%
Bank of Montreal
211
Bank of Montreal
Ontario, Canada
$107K
CWM
212
Consultiva Wealth Management
Puerto Rico
$106K
NB
213
NBT Bank
New York
$96.7K -$9.27K -347 -9%
OCM
214
Orion Capital Management
California
$74K +$74K +2,770 New
CAS
215
Coppell Advisory Solutions
Texas
$69.4K -$145K -5,445 -68%
SIS
216
Sound Income Strategies
Florida
$65.3K +$721 +27 +1%
VWWMG
217
Vermillion & White Wealth Management Group
Pennsylvania
$62.2K +$1.12K +42 +2%
PTC
218
Private Trust Company
Ohio
$58.8K -$7.43K -278 -11%
WSFS
219
Wilmington Savings Fund Society
Delaware
$53.3K
GJIA
220
Glass Jacobson Investment Advisors
Maryland
$49.6K +$19.1K +716 +63%
SIS
221
Strategic Investment Solutions
Illinois
$40K -$9.51K -357 -19%
FFA
222
Founders Financial Alliance
North Carolina
$37.1K
ADL
223
Asset Dedication LLC
California
$34.5K
WP
224
WealthShield Partners
North Carolina
$33.5K -$4.38K -164 -12%
Fifth Third Bancorp
225
Fifth Third Bancorp
Ohio
$32.9K