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iShares Fallen Angels USD Bond ETF

60 hedge funds and large institutions have $239M invested in iShares Fallen Angels USD Bond ETF in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 11 increasing their positions, 21 reducing their positions, and 12 closing their positions.

Holders
60
Holders Change
+9
Holders Change %
+17.65%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
21
Increased
11
Reduced
21
Closed
12
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
PPW
2
Parcion Private Wealth
Washington
$19.5M 735,016 +735,016 New
Citadel Advisors
3
Citadel Advisors
Florida
$11.9M 453,904 +224,060 +97%
CW
4
CreativeOne Wealth
Kansas
$8.45M 322,375 -45,346 -12%
GI
5
Gradient Investments
Minnesota
$8.25M 314,873 +87,237 +38%
CCP
6
Cardan Capital Partners
Colorado
$6.97M 265,943 +8,181 +3%
FIM
7
Freedom Investment Management
Connecticut
$3.25M 124,013 -13,053 -10%
Nomura Asset Management
8
Nomura Asset Management
Japan
$3.05M 116,000 +116,000 New
IWP
9
Insight Wealth Partners
Texas
$2.66M 101,421 +5,555 +6%
JWCA
10
J.W. Cole Advisors
Florida
$2.04M 77,717 +77,717 New
Osaic Holdings
11
Osaic Holdings
Arizona
$1.96M 74,689 -254,482 -77%
AssetMark Inc
12
AssetMark Inc
California
$1.81M 68,871 -335,505 -83%
CPO
13
Cerity Partners OCIO
New York
$1.81M 68,942 +68,942 New
OIA
14
OneDigital Investment Advisors
Kansas
$1.52M 57,797 -12,936 -18%
LPL Financial
15
LPL Financial
California
$1.41M 53,956 -8,663 -14%
Jane Street
16
Jane Street
New York
$1.31M 49,788 -864,300 -95%
AWE
17
Avidian Wealth Enterprises
Texas
$1.2M 45,653 +45,653 New
RWA
18
Redhawk Wealth Advisors
Minnesota
$1.15M 43,910 -2,423 -5%
FWM
19
Foresight Wealth Management
Utah
$1.01M 38,683 +891 +2%
Bank of America
20
Bank of America
North Carolina
$972K 37,092 -106,280 -74%
GM
21
GeoWealth Management
Illinois
$910K 34,709 -63,485 -65%
PAG
22
Private Advisor Group
New Jersey
$854K 32,592 -5,068 -13%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$801K 30,575 +30,575 New
IFWM
24
Institute for Wealth Management
Colorado
$580K 22,114 +517 +2%
OWA
25
Outlook Wealth Advisors
Texas
$576K 21,969 -1,802 -8%