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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

53 hedge funds and large institutions have $210M invested in iShares Fallen Angels USD Bond ETF in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 8 reducing their positions, and 5 closing their positions.

Holders
53
Holders Change
+11
Holders Change %
+26.19%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
21
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CW
1
CreativeOne Wealth
Kansas
$8.22M
2
OIA
2
OneDigital Investment Advisors
Kansas
$2.23M
3
BRC
3
BHF RG Capital
Arizona
$1.58M
4
IWP
4
Insight Wealth Partners
Texas
$1.37M
5
FIM
5
Freedom Investment Management
Connecticut
$5.09M

Top Sellers

1
FTUS
1
Flow Traders U.S.
New York
$464K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
GM
3
GeoWealth Management
Illinois
$2.57M
4
RWA
4
Redhawk Wealth Advisors
Minnesota
$1.6M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$437K
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
$9.6M 354,096 +44,148 +14%
CW
3
CreativeOne Wealth
Kansas
$8.22M 302,937 +84,272 +39%
GI
4
Gradient Investments
Minnesota
$6.54M 241,064 +34,656 +17%
Bank of America
5
Bank of America
North Carolina
$5.55M 204,815 +21,236 +12%
FIM
6
Freedom Investment Management
Connecticut
$5.09M 187,548 +49,441 +36%
GM
7
GeoWealth Management
Illinois
$2.57M 94,707 -40,717 -30%
OIA
8
OneDigital Investment Advisors
Kansas
$2.23M 82,352 +82,352 New
LPL Financial
9
LPL Financial
California
$1.61M 59,514 +34,757 +140%
RWA
10
Redhawk Wealth Advisors
Minnesota
$1.6M 58,965 -16,677 -22%
BRC
11
BHF RG Capital
Arizona
$1.58M 58,309 +58,309 New
PAG
12
Private Advisor Group
New Jersey
$1.5M 55,222 +1,365 +3%
IWP
13
Insight Wealth Partners
Texas
$1.37M 50,598 +50,598 New
HighTower Advisors
14
HighTower Advisors
Illinois
$1.32M 49,426 +8,545 +21%
SS
15
Sunbelt Securities
Texas
$1.32M 60,816 +46,062 +312%
AG
16
Advisor Group
Arizona
$1.1M 40,399 +12,478 +45%
GFPC
17
Global Financial Private Capital
Florida
$1.02M 37,416 -1,929 -5%
FWM
18
Foresight Wealth Management
Utah
$965K 35,583 +485 +1%
CF
19
Centaurus Financial
California
$784K 28,895 -2,126 -7%
DP
20
Denver PWM
Colorado
$760K 27,942 +476 +2%
IFWM
21
Institute for Wealth Management
Colorado
$573K 21,145 +1,530 +8%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$521K 19,228 +19,228 New
C1AG
23
Client 1st Advisory Group
Florida
$490K 18,073 +18,073 New
ARG
24
Advisory Resource Group
Oklahoma
$466K 17,194 +7,900 +85%
FTUS
25
Flow Traders U.S.
New York
$464K 17,120 -114,984 -87%
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