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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

67 hedge funds and large institutions have $259M invested in iShares Fallen Angels USD Bond ETF in 2020 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 14 reducing their positions, and 9 closing their positions.

Holders
67
Holders Change
+7
Holders Change %
+11.67%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
29
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$6.98M
2
SL
2
Systelligence LLC
Minnesota
$4.78M
3
Stifel Financial
3
Stifel Financial
Missouri
$3.14M
4
Nomura Asset Management
4
Nomura Asset Management
Japan
$6.2M
5
Jane Street
5
Jane Street
New York
$3.84M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$5.36M
2
CW
2
CreativeOne Wealth
Kansas
$6.19M
3
JWCA
3
J.W. Cole Advisors
Florida
$0
4
OIA
4
OneDigital Investment Advisors
Kansas
$519K
5
IFWM
5
Institute for Wealth Management
Colorado
$0
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
$21.5M 787,000 +51,984 +7%
GI
3
Gradient Investments
Minnesota
$8.62M 315,643 +770 +0.2%
CCP
4
Cardan Capital Partners
Colorado
$7.5M 274,860 +8,917 +3%
AssetMark Inc
5
AssetMark Inc
California
$6.98M 255,699 +186,828 +271%
Nomura Asset Management
6
Nomura Asset Management
Japan
$6.2M 227,000 +111,000 +96%
CW
7
CreativeOne Wealth
Kansas
$6.19M 226,580 -95,795 -30%
Citadel Advisors
8
Citadel Advisors
Florida
$5.36M 196,164 -257,740 -57%
SL
9
Systelligence LLC
Minnesota
$4.78M 174,988 +174,988 New
Jane Street
10
Jane Street
New York
$3.84M 140,647 +90,859 +182%
FIM
11
Freedom Investment Management
Connecticut
$3.19M 116,950 -7,063 -6%
Stifel Financial
12
Stifel Financial
Missouri
$3.14M 115,119 +115,119 New
IWP
13
Insight Wealth Partners
Texas
$3.12M 114,351 +12,930 +13%
LPL Financial
14
LPL Financial
California
$2.4M 87,927 +33,971 +63%
Osaic Holdings
15
Osaic Holdings
Arizona
$2.22M 81,410 +6,721 +9%
State of New Jersey Common Pension Fund D
16
State of New Jersey Common Pension Fund D
New Jersey
$2.19M 80,000 +80,000 New
Creative Planning
17
Creative Planning
Kansas
$1.89M 69,377 +69,377 New
CPO
18
Cerity Partners OCIO
New York
$1.82M 66,795 -2,147 -3%
AI
19
Atria Investments
North Carolina
$1.5M 54,864 +54,864 New
AWE
20
Avidian Wealth Enterprises
Texas
$1.31M 47,850 +2,197 +5%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.24M 45,340 +45,340 New
RWA
22
Redhawk Wealth Advisors
Minnesota
$1.14M 41,843 -2,067 -5%
FWM
23
Foresight Wealth Management
Utah
$1.07M 39,075 +392 +1%
Bank of America
24
Bank of America
North Carolina
$979K 35,877 -1,215 -3%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$962K 35,260 +4,685 +15%
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