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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

312 hedge funds and large institutions have $2.45B invested in iShares Fallen Angels USD Bond ETF in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 60 increasing their positions, 198 reducing their positions, and 55 closing their positions.

Holders
312
Holders Change
-25
Holders Change %
-7.42%
% of All Funds
5.28%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.24%
New
34
Increased
60
Reduced
198
Closed
55
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
SCS Capital Management
Massachusetts
$61.1M
2
MG
2
Mather Group
Illinois
$92.2M
3
BTI
3
Blue Trust Inc
Georgia
$11.2M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$6.42M
5
MFG
5
Merit Financial Group
Georgia
$6.59M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$5.57M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$599M
3
BlackRock
3
BlackRock
New York
$142M
4
5L
4
55I LLC
Massachusetts
$0
5
Jane Street
5
Jane Street
New York
$60.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$599M 24,317,123 -3,403,739 -12%
LPL Financial
2
LPL Financial
California
$148M 6,019,806 -322,446 -5%
BlackRock
3
BlackRock
New York
$142M 5,772,996 -1,535,394 -21%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$133M 5,422,387 -376,876 -6%
Wells Fargo
5
Wells Fargo
California
$98.1M 3,985,695 -6,287 -0.2%
MG
6
Mather Group
Illinois
$92.2M 3,744,665 +512,818 +16%
Morgan Stanley
7
Morgan Stanley
New York
$85.2M 3,462,070 -544,246 -14%
RH
8
RenaissanceRe Holdings
Bermuda
$74.8M 3,038,600 – –
Bank of America
9
Bank of America
North Carolina
$70.4M 2,861,048 -237,360 -8%
Osaic Holdings
10
Osaic Holdings
Arizona
$61.6M 2,502,701 -741,680 -23%
SCM
11
SCS Capital Management
Massachusetts
$61.1M 2,481,227 +569,213 +30%
Jane Street
12
Jane Street
New York
$60.5M 2,456,892 -1,334,660 -35%
PAS
13
Park Avenue Securities
New York
$36.9M 1,497,405 -197,303 -12%
MML Investors Services
14
MML Investors Services
Massachusetts
$32.6M 1,323,094 -87,552 -6%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$30.9M 1,253,499 -320,229 -20%
UBS Group
16
UBS Group
Switzerland
$25M 1,016,647 +4,037 +0.4%
ETS
17
ESL Trust Services
New York
$24.2M 980,911 +56,851 +6%
Ameriprise
18
Ameriprise
Minnesota
$23.1M 938,023 -437,110 -32%
AllianceBernstein
19
AllianceBernstein
Tennessee
$20.6M 837,769 -31,521 -4%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$19.6M 794,796 -142,713 -15%
Stifel Financial
21
Stifel Financial
Missouri
$18.9M 768,983 -303,966 -28%
WP
22
WealthSource Partners
California
$17.3M 702,864 +81,428 +13%
IDA
23
Intelligence Driven Advisers
California
$16.2M 659,130 -68,319 -9%
CW
24
CreativeOne Wealth
Kansas
$15.1M 615,300 -49,579 -7%
PPW
25
Parcion Private Wealth
Washington
$15M 594,522 -118,695 -17%
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