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iShares Fallen Angels USD Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

163% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 8

26% more funds holding

Funds holding: 4253 (+11)

5% more capital invested

Capital invested by funds: $201M → $210M (+$9.74M)

14.75% less ownership

Funds ownership: 140.86%126.11% (-15%)

Holders
53
Holders Change
+11
Holders Change %
+26.19%
% of All Funds
1.04%
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
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
$9.6M +$1.18M +44,148 +14%
CW
3
CreativeOne Wealth
Kansas
$8.22M +$2.25M +84,272 +39%
GI
4
Gradient Investments
Minnesota
$6.54M +$925K +34,656 +17%
Bank of America
5
Bank of America
North Carolina
$5.55M +$567K +21,236 +12%
FIM
6
Freedom Investment Management
Connecticut
$5.09M +$1.32M +49,441 +36%
GM
7
GeoWealth Management
Illinois
$2.57M -$1.09M -40,717 -30%
OIA
8
OneDigital Investment Advisors
Kansas
$2.23M +$2.2M +82,352 New
LPL Financial
9
LPL Financial
California
$1.61M +$928K +34,757 +140%
RWA
10
Redhawk Wealth Advisors
Minnesota
$1.6M -$445K -16,677 -22%
BRC
11
BHF RG Capital
Arizona
$1.58M +$1.56M +58,309 New
PAG
12
Private Advisor Group
New Jersey
$1.5M +$36.4K +1,365 +3%
IWP
13
Insight Wealth Partners
Texas
$1.37M +$1.35M +50,598 New
HighTower Advisors
14
HighTower Advisors
Illinois
$1.32M +$228K +8,545 +21%
SS
15
Sunbelt Securities
Texas
$1.32M +$1.23M +46,062 +312%
AG
16
Advisor Group
Arizona
$1.1M +$333K +12,478 +45%
GFPC
17
Global Financial Private Capital
Florida
$1.01M -$51.5K -1,929 -5%
FWM
18
Foresight Wealth Management
Utah
$965K +$12.9K +485 +1%
CF
19
Centaurus Financial
California
$784K -$56.8K -2,126 -7%
DP
20
Denver PWM
Colorado
$760K +$12.7K +476 +2%
IFWM
21
Institute for Wealth Management
Colorado
$573K +$40.8K +1,530 +8%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$521K +$513K +19,228 New
C1AG
23
Client 1st Advisory Group
Florida
$490K +$482K +18,073 New
ARG
24
Advisory Resource Group
Oklahoma
$466K +$211K +7,900 +85%
FTUS
25
Flow Traders U.S.
New York
$464K -$3.07M -114,984 -87%