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iShares Fallen Angels USD Bond ETF

222 hedge funds and large institutions have $1.96B invested in iShares Fallen Angels USD Bond ETF in 2021 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 64 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,613% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 8

463% more capital invested

Capital invested by funds: $348M → $1.96B (+$1.61B)

300% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 16

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

139% more funds holding

Funds holding: 93222 (+129)

6.91% more ownership

Funds ownership: 83.76%90.67% (+6.9%)

Holders
222
Holders Change
+129
Holders Change %
+138.71%
% of All Funds
3.9%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.11%
New
137
Increased
64
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$495M +$494M +16,855,323 +28,474%
BlackRock
2
BlackRock
New York
$152M +$153M +5,203,515 New
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$150M
Jane Street
4
Jane Street
New York
$138M +$139M +4,735,185 New
LPL Financial
5
LPL Financial
California
$109M +$104M +3,555,283 +2,271%
AIA
6
Angeles Investment Advisors
California
$103M +$103M +3,513,000 New
Bank of America
7
Bank of America
North Carolina
$64.5M +$58.9M +2,007,849 +1,011%
Morgan Stanley
8
Morgan Stanley
New York
$59.6M +$59.8M +2,038,777 +3,236,154%
Osaic Holdings
9
Osaic Holdings
Arizona
$56.4M +$54.6M +1,861,365 +2,733%
5L
10
55I LLC
Massachusetts
$37.3M +$37.5M +1,277,206 New
PAS
11
Park Avenue Securities
New York
$31.8M +$31.9M +1,086,973 New
MML Investors Services
12
MML Investors Services
Massachusetts
$29.2M +$29.3M +999,696 New
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$29.1M +$29.2M +995,322 New
MERSOM
14
Municipal Employees' Retirement System of Michigan
Michigan
$27.4M +$194K +6,614 +0.7%
AllianceBernstein
15
AllianceBernstein
Tennessee
$24.1M +$24.2M +824,104 New
PPW
16
Parcion Private Wealth
Washington
$21.6M -$996K -33,962 -4%
ETS
17
ESL Trust Services
New York
$20.1M +$20.2M +688,605 New
UBS Group
18
UBS Group
Switzerland
$16.4M +$16.4M +560,260 New
Stifel Financial
19
Stifel Financial
Missouri
$15.9M +$10.8M +367,232 +210%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$14M +$14.1M +479,805 New
Nomura Asset Management
21
Nomura Asset Management
Japan
$13.9M +$2.18M +74,300 +19%
WP
22
WealthSource Partners
California
$12.6M +$12.7M +431,954 New
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$12M +$9.84M +335,611 New
CCP
24
Cardan Capital Partners
Colorado
$11.5M +$7.79M +265,590 +208%
SL
25
Systelligence LLC
Minnesota
$11.1M +$3.04M +103,735 +38%