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iShares Fallen Angels USD Bond ETF

24 hedge funds and large institutions have $165M invested in iShares Fallen Angels USD Bond ETF in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

790% more capital invested

Capital invested by funds: $18.5M → $165M (+$146M)

175.81% more ownership

Funds ownership: 34.53%210.34% (+176%)

120% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 5

17% less funds holding

Funds holding: 2924 (-5)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
24
Holders Change
-5
Holders Change %
-17.24%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
11
Reduced
5
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$150M +$129M +5,000,710 New
FIM
2
Freedom Investment Management
Connecticut
$3.97M +$239K +9,298 +7%
GI
3
Gradient Investments
Minnesota
$3.69M -$159K -6,156 -4%
Citadel Advisors
4
Citadel Advisors
Florida
$1.39M -$1.23M -47,791 -48%
AssetMark Inc
5
AssetMark Inc
California
$932K +$745K +28,950 +447%
FWM
6
Foresight Wealth Management
Utah
$900K +$133K +5,165 +18%
Bank of America
7
Bank of America
North Carolina
$737K +$714K +27,729 +10,543%
DP
8
Denver PWM
Colorado
$580K +$1.39K +54 +0.2%
AG
9
Advisor Group
Arizona
$502K +$41.8K +1,624 +9%
CW
10
CreativeOne Wealth
Kansas
$486K +$103K +4,019 +28%
IFWM
11
Institute for Wealth Management
Colorado
$462K +$17.2K +668 +4%
CA
12
Continuum Advisory
Idaho
$330K -$84.4K -3,277 -21%
CPO
13
Cerity Partners OCIO
New York
$245K -$16.6K -644 -6%
LPL Financial
14
LPL Financial
California
$229K +$224K +8,699 New
US Bancorp
15
US Bancorp
Minnesota
$177K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$123K +$32.3K +1,253 +36%
CA
17
Cetera Advisors
Colorado
$87K +$85.8K +3,333 New
DWM
18
Destination Wealth Management
California
$86K
FGAM
19
Financial Gravity Asset Management
Texas
$54K +$53K +2,060 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$50K +$9.27K +360 +23%
CF
21
Centaurus Financial
California
$34.6K +$3.89K +151 +20%
FCA
22
FinTrust Capital Advisors
South Carolina
$18K
LFG
23
LifePlan Financial Group
Ohio
$15K -$4.15K -161 -22%
Jane Street
24
Jane Street
New York
-$1.65M -67,455 Closed
AF
25
Advisornet Financial
Minnesota
-$1.18M -48,519 Closed