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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.

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 Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$150M 5,000,710 +5,000,710 New
FIM
2
Freedom Investment Management
Connecticut
$3.97M 150,739 +9,298 +7%
GI
3
Gradient Investments
Minnesota
$3.7M 140,353 -6,156 -4%
Citadel Advisors
4
Citadel Advisors
Florida
$1.39M 52,735 -47,791 -48%
AssetMark Inc
5
AssetMark Inc
California
$932K 35,422 +28,950 +447%
FWM
6
Foresight Wealth Management
Utah
$900K 34,182 +5,165 +18%
Bank of America
7
Bank of America
North Carolina
$737K 27,992 +27,729 +10,543%
DP
8
Denver PWM
Colorado
$580K 21,995 +54 +0.2%
AG
9
Advisor Group
Arizona
$502K 19,090 +1,624 +9%
CW
10
CreativeOne Wealth
Kansas
$486K 18,466 +4,019 +28%
IFWM
11
Institute for Wealth Management
Colorado
$462K 17,534 +668 +4%
CA
12
Continuum Advisory
Idaho
$330K 12,600 -3,277 -21%
CPO
13
Cerity Partners OCIO
New York
$245K 9,299 -644 -6%
LPL Financial
14
LPL Financial
California
$229K 8,699 +8,699 New
US Bancorp
15
US Bancorp
Minnesota
$177K 6,727
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$123K 4,688 +1,253 +36%
CA
17
Cetera Advisors
Colorado
$87K 3,333 +3,333 New
DWM
18
Destination Wealth Management
California
$86K 3,255
FGAM
19
Financial Gravity Asset Management
Texas
$54K 2,060 +2,060 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$50K 1,898 +360 +23%
CF
21
Centaurus Financial
California
$34.6K 910 +151 +20%
FCA
22
FinTrust Capital Advisors
South Carolina
$18K 681
LFG
23
LifePlan Financial Group
Ohio
$15K 581 -161 -22%
Jane Street
24
Jane Street
New York
-67,455 Closed
AF
25
Advisornet Financial
Minnesota
-48,519 Closed