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iShares Fallen Angels USD Bond ETF

20 hedge funds and large institutions have $20.6M invested in iShares Fallen Angels USD Bond ETF in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

33% more funds holding

Funds holding: 1520 (+5)

30% more capital invested

Capital invested by funds: $15.9M → $20.6M (+$4.72M)

5.43% more ownership

Funds ownership: 25.9%31.32% (+5.4%)

50% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 6

Holders
20
Holders Change
+5
Holders Change %
+33.33%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
3
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$5.89M +$5.94M +224,200 New
FIM
2
Freedom Investment Management
Connecticut
$4.39M -$118K -4,462 -3%
GI
3
Gradient Investments
Minnesota
$4.23M -$527K -19,889 -11%
Jane Street
4
Jane Street
New York
$2.04M -$15.5K -585 -0.7%
AF
5
Advisornet Financial
Minnesota
$1.22M -$1.2M -45,345 -50%
CF
6
Centaurus Financial
California
$739K +$498K +18,822 +202%
AFP
7
Ausdal Financial Partners
Iowa
$688K
IFWM
8
Institute for Wealth Management
Colorado
$429K -$6.7K -253 -2%
Morgan Stanley
9
Morgan Stanley
New York
$282K +$284K +10,722 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$251K -$14.7K -556 -6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$103K +$103K +3,899 New
DWM
12
Destination Wealth Management
California
$86K
FGAM
13
Financial Gravity Asset Management
Texas
$80K +$21.7K +821 +37%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$57K
BCA
15
Bay Colony Advisors
Massachusetts
$43K +$43K +1,623 New
IAS
16
IMA Advisory Services
Colorado
$26K +$25.7K +970 New
AG
17
Advisor Group
Arizona
$23K +$23.6K +890 New
LFG
18
LifePlan Financial Group
Ohio
$12K +$12K +452 New
SFM
19
Signet Financial Management
New Jersey
$10K +$8.37K +316 +427%
IA
20
IFP Advisors
Florida
$1K
Bank of America
21
Bank of America
North Carolina
-$52K -1,967 Closed