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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

42 hedge funds and large institutions have $201M invested in iShares Fallen Angels USD Bond ETF in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
42
Holders Change
+12
Holders Change %
+40%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
17
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$4.91M
2
FTUS
2
Flow Traders U.S.
New York
$3.54M
3
GM
3
GeoWealth Management
Illinois
$3.63M
4
CW
4
CreativeOne Wealth
Kansas
$5.85M
5
RWA
5
Redhawk Wealth Advisors
Minnesota
$2.03M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
FIM
2
Freedom Investment Management
Connecticut
$3.7M
3
GFPC
3
Global Financial Private Capital
Florida
$1.05M
4
DWM
4
Destination Wealth Management
California
$0
5
FGAM
5
Financial Gravity Asset Management
Texas
$19K
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$150M 5,000,710 – –
AssetMark Inc
2
AssetMark Inc
California
$8.3M 309,948 +22,940 +8%
CW
3
CreativeOne Wealth
Kansas
$5.85M 218,665 +102,495 +88%
GI
4
Gradient Investments
Minnesota
$5.53M 206,408 +34,626 +20%
Bank of America
5
Bank of America
North Carolina
$4.91M 183,579 +152,305 +487%
FIM
6
Freedom Investment Management
Connecticut
$3.7M 138,107 -5,327 -4%
GM
7
GeoWealth Management
Illinois
$3.63M 135,424 +123,703 +1,055%
FTUS
8
Flow Traders U.S.
New York
$3.54M 132,104 +132,104 New
Citadel Advisors
9
Citadel Advisors
Florida
$2.25M 83,782 +54,504 +186%
RWA
10
Redhawk Wealth Advisors
Minnesota
$2.03M 75,642 +75,642 New
PAG
11
Private Advisor Group
New Jersey
$1.44M 53,857 +53,857 New
HighTower Advisors
12
HighTower Advisors
Illinois
$1.07M 40,881 +40,881 New
GFPC
13
Global Financial Private Capital
Florida
$1.05M 39,345 -4,479 -10%
FWM
14
Foresight Wealth Management
Utah
$940K 35,098 +283 +0.8%
CF
15
Centaurus Financial
California
$830K 31,021 +95 +0.3%
AG
16
Advisor Group
Arizona
$748K 27,921 +9,510 +52%
DP
17
Denver PWM
Colorado
$731K 27,466 +965 +4%
LPL Financial
18
LPL Financial
California
$663K 24,757 +9,414 +61%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$660K 24,648 +19,727 +401%
IFWM
20
Institute for Wealth Management
Colorado
$525K 19,615 +1,074 +6%
SS
21
Sunbelt Securities
Texas
$395K 14,754 +14,754 New
SMG
22
Smart Money Group
Texas
$386K 14,424 +1,120 +8%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$340K 12,697 +1,889 +17%
WI
24
WrapManager Inc
California
$335K 12,528 -77 -0.6%
US Bancorp
25
US Bancorp
Minnesota
$274K 10,254 +2,198 +27%
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