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iShares Fallen Angels USD Bond ETF

306 hedge funds and large institutions have $1.84B invested in iShares Fallen Angels USD Bond ETF in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 65 increasing their positions, 188 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 31

1.39% less ownership

Funds ownership: 86.97%85.58% (-1.4%)

2% less funds holding

Funds holding: 312306 (-6)

25% less capital invested

Capital invested by funds: $2.45B → $1.84B (-$606M)

57% less funds holding in top 10

Funds holding in top 10: 146 (-8)

65% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 188

Holders
306
Holders Change
-6
Holders Change %
-1.92%
% of All Funds
5.27%
Holding in Top 10
6
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-57.14%
% of All Funds
0.1%
New
31
Increased
65
Reduced
188
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$396M -$195M -7,747,649 -32%
LPL Financial
2
LPL Financial
California
$115M -$30.9M -1,229,014 -20%
MG
3
Mather Group
Illinois
$102M +$13M +516,647 +14%
Wells Fargo
4
Wells Fargo
California
$95M -$258K -10,248 -0.3%
BlackRock
5
BlackRock
New York
$91.6M -$48.8M -1,939,238 -34%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$89.7M -$42M -1,667,771 -31%
RH
7
RenaissanceRe Holdings
Bermuda
$72.6M
Morgan Stanley
8
Morgan Stanley
New York
$66.3M -$17.3M -689,537 -20%
SCM
9
SCS Capital Management
Massachusetts
$60M +$779K +30,969 +1%
Bank of America
10
Bank of America
North Carolina
$55M -$14M -557,928 -20%
Osaic Holdings
11
Osaic Holdings
Arizona
$43.9M -$16.7M -664,899 -27%
PAS
12
Park Avenue Securities
New York
$25.6M -$10.7M -425,418 -28%
MML Investors Services
13
MML Investors Services
Massachusetts
$24.2M -$7.79M -309,715 -23%
ETS
14
ESL Trust Services
New York
$23.7M +$250K +9,920 +1%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$22.2M -$8.14M -323,718 -26%
Jane Street
16
Jane Street
New York
$21M -$39.7M -1,577,030 -64%
UBS Group
17
UBS Group
Switzerland
$20.7M -$3.82M -152,021 -15%
AllianceBernstein
18
AllianceBernstein
Tennessee
$20M -$1.31K -52 -0%
PPW
19
Parcion Private Wealth
Washington
$15.7M +$1.54M +61,105 +10%
IDA
20
Intelligence Driven Advisers
California
$13.7M -$2.36M -93,945 -14%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$13.5M -$5.81M -230,997 -29%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$13.2M +$1.91M +75,865 +16%
State of Tennessee, Department of Treasury
23
State of Tennessee, Department of Treasury
Tennessee
$12.8M +$13.4M +534,200 New
Stifel Financial
24
Stifel Financial
Missouri
$12.8M -$5.91M -234,895 -31%
Ameriprise
25
Ameriprise
Minnesota
$12.3M -$10.6M -422,981 -45%