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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

293 hedge funds and large institutions have $1.1B invested in iShares Fallen Angels USD Bond ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 87 increasing their positions, 139 reducing their positions, and 49 closing their positions.

Holders
293
Holders Change
-8
Holders Change %
-2.66%
% of All Funds
4.69%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
48
Increased
87
Reduced
139
Closed
49
Calls
$33K
Puts
$3K
Net Calls
+$30K
Net Calls Change
+$30K

Top Buyers

1
Nomura Asset Management
1
Nomura Asset Management
Japan
$43.5M
2
Bank of America
2
Bank of America
North Carolina
$58.2M
3
MG
3
Mather Group
Illinois
$142M
4
UBS Group
4
UBS Group
Switzerland
$30.8M
5
State of Tennessee, Department of Treasury
5
State of Tennessee, Department of Treasury
Tennessee
$12.5M

Top Sellers

1
SCM
1
SCS Capital Management
Massachusetts
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$210M
3
PPW
3
Parcion Private Wealth
Washington
$3.45M
4
Jane Street
4
Jane Street
New York
$5.46M
5
BlackRock
5
BlackRock
New York
$35.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$210M 8,293,358 -1,484,866 -15%
MG
2
Mather Group
Illinois
$142M 5,611,481 +587,696 +12%
LPL Financial
3
LPL Financial
California
$68.8M 2,721,782 +32,134 +1%
Bank of America
4
Bank of America
North Carolina
$58.2M 2,301,475 +635,253 +38%
Nomura Asset Management
5
Nomura Asset Management
Japan
$43.5M 1,720,400 +1,603,700 +1,374%
Morgan Stanley
6
Morgan Stanley
New York
$42.6M 1,684,744 -105,533 -6%
BlackRock
7
BlackRock
New York
$35.4M 1,402,001 -542,846 -28%
UBS Group
8
UBS Group
Switzerland
$30.8M 1,217,322 +534,483 +78%
ETS
9
ESL Trust Services
New York
$25.3M 1,001,988 +2,673 +0.3%
AF
10
Allworth Financial
California
$24.7M 977,186 +215,842 +28%
Osaic Holdings
11
Osaic Holdings
Arizona
$21.4M 847,122 +7,381 +0.9%
AllianceBernstein
12
AllianceBernstein
Tennessee
$20.4M 806,392 – –
RH
13
RenaissanceRe Holdings
Bermuda
$18M 713,600 – –
BAAM
14
Baker Avenue Asset Management
California
$15.9M 627,412 +453,919 +262%
MML Investors Services
15
MML Investors Services
Massachusetts
$14M 552,200 -35,553 -6%
State of Tennessee, Department of Treasury
16
State of Tennessee, Department of Treasury
Tennessee
$12.5M 494,012 +494,012 New
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$12.1M 477,542 +6,633 +1%
PAS
18
Park Avenue Securities
New York
$11.2M 442,590 -8,887 -2%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$10.4M 411,458 +14,927 +4%
CA
20
Cetera Advisors
Colorado
$9.85M 389,980 +277,983 +248%
Betterment LLC
21
Betterment LLC
New York
$8.85M 350,361 +122,315 +54%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$8.57M 339,129 -32,437 -9%
TA
23
Tactive Advisors
Florida
$8.53M 337,454 +337,454 New
CTB
24
Country Trust Bank
Illinois
$7.73M 306,000 – –
Bank of New York Mellon
25
Bank of New York Mellon
New York
$7.71M 305,071 +60,062 +25%
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