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iShares Fallen Angels USD Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

183% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 6

40% more funds holding

Funds holding: 3042 (+12)

11% more capital invested

Capital invested by funds: $181M → $201M (+$19.6M)

28.33% less ownership

Funds ownership: 169.19%140.86% (-28%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$150M
AssetMark Inc
2
AssetMark Inc
California
$8.3M +$612K +22,940 +8%
CW
3
CreativeOne Wealth
Kansas
$5.85M +$2.74M +102,495 +88%
GI
4
Gradient Investments
Minnesota
$5.53M +$924K +34,626 +20%
Bank of America
5
Bank of America
North Carolina
$4.91M +$4.06M +152,305 +487%
FIM
6
Freedom Investment Management
Connecticut
$3.7M -$142K -5,327 -4%
GM
7
GeoWealth Management
Illinois
$3.63M +$3.3M +123,703 +1,055%
FTUS
8
Flow Traders U.S.
New York
$3.54M +$3.53M +132,104 New
Citadel Advisors
9
Citadel Advisors
Florida
$2.25M +$1.45M +54,504 +186%
RWA
10
Redhawk Wealth Advisors
Minnesota
$2.02M +$2.02M +75,642 New
PAG
11
Private Advisor Group
New Jersey
$1.44M +$1.44M +53,857 New
HighTower Advisors
12
HighTower Advisors
Illinois
$1.07M +$1.09M +40,881 New
GFPC
13
Global Financial Private Capital
Florida
$1.05M -$120K -4,479 -10%
FWM
14
Foresight Wealth Management
Utah
$940K +$7.55K +283 +0.8%
CF
15
Centaurus Financial
California
$830K +$2.54K +95 +0.3%
AG
16
Advisor Group
Arizona
$748K +$254K +9,510 +52%
DP
17
Denver PWM
Colorado
$731K +$25.8K +965 +4%
LPL Financial
18
LPL Financial
California
$663K +$251K +9,414 +61%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$660K +$526K +19,727 +401%
IFWM
20
Institute for Wealth Management
Colorado
$525K +$28.7K +1,074 +6%
SS
21
Sunbelt Securities
Texas
$395K +$394K +14,754 New
SMG
22
Smart Money Group
Texas
$386K +$29.9K +1,120 +8%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$340K +$50.4K +1,889 +17%
WI
24
WrapManager Inc
California
$335K -$2.06K -77 -0.6%
US Bancorp
25
US Bancorp
Minnesota
$274K +$58.7K +2,198 +27%