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iShares Fallen Angels USD Bond ETF

29 hedge funds and large institutions have $18.5M invested in iShares Fallen Angels USD Bond ETF in 2018 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

26% more funds holding

Funds holding: 2329 (+6)

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

3.09% less ownership

Funds ownership: 37.62%34.53% (-3.1%)

29% less capital invested

Capital invested by funds: $25.9M → $18.5M (-$7.39M)

Holders
29
Holders Change
+6
Holders Change %
+26.09%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
9
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$3.58M -$114K -4,474 -3%
FIM
2
Freedom Investment Management
Connecticut
$3.45M -$678K -26,616 -16%
Citadel Advisors
3
Citadel Advisors
Florida
$2.46M +$2.56M +100,526 New
Jane Street
4
Jane Street
New York
$1.65M -$3.33M -130,793 -66%
AF
5
Advisornet Financial
Minnesota
$1.18M +$45.6K +1,789 +4%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$887K +$926K +36,353 New
FTUS
7
Flow Traders U.S.
New York
$867K -$3.03M -119,014 -77%
FWM
8
Foresight Wealth Management
Utah
$708K +$739K +29,017 New
SXL
9
Summit X LLC
Missouri
$663K +$335K +13,158 +89%
DP
10
Denver PWM
Colorado
$563K +$14.9K +583 +3%
AG
11
Advisor Group
Arizona
$427K +$128K +5,019 +40%
IFWM
12
Institute for Wealth Management
Colorado
$412K +$13.5K +530 +3%
CA
13
Continuum Advisory
Idaho
$387K +$405K +15,877 New
CW
14
CreativeOne Wealth
Kansas
$353K +$88.6K +3,478 +32%
CPO
15
Cerity Partners OCIO
New York
$243K +$253K +9,943 New
US Bancorp
16
US Bancorp
Minnesota
$164K +$33.9K +1,331 +25%
AssetMark Inc
17
AssetMark Inc
California
$158K -$3.15M -123,738 -95%
UBS Group
18
UBS Group
Switzerland
$105K +$109K +4,289 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$84K -$11.8K -464 -12%
DWM
20
Destination Wealth Management
California
$79K
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$37K -$41.3K -1,622 -51%
FGC
22
Financial Gravity Companies
Texas
$27K +$27K +1,059 New
LFG
23
LifePlan Financial Group
Ohio
$18K +$7.39K +290 +64%
FCA
24
FinTrust Capital Advisors
South Carolina
$17K +$17.4K +681 New
ASN
25
Advisory Services Network
Georgia
$7K +$7.77K +305 New