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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

336 hedge funds and large institutions have $4.58B invested in iShares Fallen Angels USD Bond ETF in 2021 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 201 increasing their positions, 42 reducing their positions, and 24 closing their positions.

Holders
336
Holders Change
+53
Holders Change %
+18.73%
% of All Funds
5.19%
Holding in Top 10
32
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+77.78%
% of All Funds
0.49%
New
83
Increased
201
Reduced
42
Closed
24
Calls
$291K
Puts
–
Net Calls
+$291K
Net Calls Change
+$493K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.26B
2
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$243M
3
BlackRock
3
BlackRock
New York
$303M
4
LPL Financial
4
LPL Financial
California
$267M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$145M

Top Sellers

1
AIA
1
Angeles Investment Advisors
California
$89.6M
2
AP
2
Advisors Preferred
Maryland
$0
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$1.25M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Barclays
5
Barclays
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.26B 42,006,254 +18,902,475 +82%
BlackRock
2
BlackRock
New York
$303M 10,122,440 +4,224,183 +72%
LPL Financial
3
LPL Financial
California
$267M 8,892,830 +3,849,852 +76%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$243M 8,096,624 +8,096,624 New
Morgan Stanley
5
Morgan Stanley
New York
$168M 5,619,858 +1,770,599 +46%
Osaic Holdings
6
Osaic Holdings
Arizona
$145M 4,848,453 +2,075,595 +75%
Bank of America
7
Bank of America
North Carolina
$135M 4,491,033 +1,994,590 +80%
AIA
8
Angeles Investment Advisors
California
$89.6M 2,988,500 -2,002,000 -40%
Wells Fargo
9
Wells Fargo
California
$86.4M 2,882,281 -81,589 -3%
PAS
10
Park Avenue Securities
New York
$76.3M 2,546,258 +1,187,802 +87%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$71.9M 2,398,595 +1,131,576 +89%
RH
12
RenaissanceRe Holdings
Bermuda
$69.7M 2,325,000 +1,495,000 +180%
MG
13
Mather Group
Illinois
$63.6M 2,121,915 +1,745,315 +463%
5L
14
55I LLC
Massachusetts
$61.2M 2,042,613 +628,503 +44%
MML Investors Services
15
MML Investors Services
Massachusetts
$59.2M 1,974,043 +887,555 +82%
SCM
16
SCS Capital Management
Massachusetts
$49.3M 1,646,446 – –
Nomura Asset Management
17
Nomura Asset Management
Japan
$44.6M 1,489,017 +657,317 +79%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$41.9M 1,398,815 +687,357 +97%
Jane Street
19
Jane Street
New York
$40.9M 1,365,335 +1,365,335 New
UBS Group
20
UBS Group
Switzerland
$36.5M 1,218,269 +247,209 +25%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$36.3M 1,211,992 +787,955 +186%
Ameriprise
22
Ameriprise
Minnesota
$34.3M 1,145,378 +602,129 +111%
Stifel Financial
23
Stifel Financial
Missouri
$34M 1,133,115 +265,779 +31%
JC
24
JB Capital
Connecticut
$33.4M 1,113,476 +1,113,476 New
PPW
25
Parcion Private Wealth
Washington
$28.5M 965,218 +184,030 +24%
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