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iShares Fallen Angels USD Bond ETF

23 hedge funds and large institutions have $25.9M invested in iShares Fallen Angels USD Bond ETF in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

26% more capital invested

Capital invested by funds: $20.6M → $25.9M (+$5.33M)

15% more funds holding

Funds holding: 2023 (+3)

6.3% more ownership

Funds ownership: 31.32%37.62% (+6.3%)

Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
9
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$5.26M +$3.19M +120,806 +156%
FIM
2
Freedom Investment Management
Connecticut
$4.43M +$34.1K +1,290 +0.8%
FTUS
3
Flow Traders U.S.
New York
$4.1M +$4.08M +154,553 New
GI
4
Gradient Investments
Minnesota
$4.01M -$264K -9,986 -6%
AssetMark Inc
5
AssetMark Inc
California
$3.46M +$3.44M +130,210 New
AF
6
Advisornet Financial
Minnesota
$1.24M +$13.5K +509 +1%
AFP
7
Ausdal Financial Partners
Iowa
$647K -$46.5K -1,760 -7%
DP
8
Denver PWM
Colorado
$543K +$564K +21,358 New
IFWM
9
Institute for Wealth Management
Colorado
$433K +$4.15K +157 +1%
SXL
10
Summit X LLC
Missouri
$403K +$392K +14,846 New
AG
11
Advisor Group
Arizona
$331K +$305K +11,557 +1,299%
CW
12
CreativeOne Wealth
Kansas
$291K +$290K +10,969 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$238K -$15K -568 -6%
US Bancorp
14
US Bancorp
Minnesota
$143K +$143K +5,396 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$104K
DWM
16
Destination Wealth Management
California
$86K
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$84K +$26.7K +1,010 +47%
FGAM
18
Financial Gravity Asset Management
Texas
$81K +$2.33K +88 +3%
LFG
19
LifePlan Financial Group
Ohio
$12K
SFM
20
Signet Financial Management
New Jersey
$12K +$1.19K +45 +12%
IA
21
IFP Advisors
Florida
$5K +$3.33K +126 +242%
CF
22
Centaurus Financial
California
$858 -$742K -28,085 -100%
Citadel Advisors
23
Citadel Advisors
Florida
-$5.89M -224,200 Closed
Morgan Stanley
24
Morgan Stanley
New York
-$282K -10,722 Closed
BCA
25
Bay Colony Advisors
Massachusetts
-$43K -1,623 Closed