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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

291 hedge funds and large institutions have $1.3B invested in iShares Fallen Angels USD Bond ETF in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 126 increasing their positions, 114 reducing their positions, and 36 closing their positions.

Holders
291
Holders Change
-2
Holders Change %
-0.68%
% of All Funds
4.59%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
36
Increased
126
Reduced
114
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFSG
1
Sound Financial Strategies Group
Mississippi
$61.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$239M
3
WSTAM
3
Wilbanks Smith & Thomas Asset Management
Virginia
$26.5M
4
OP
4
ORG Partners
Indiana
$20.2M
5
Ameriprise
5
Ameriprise
Minnesota
$17.3M

Top Sellers

1
RH
1
RenaissanceRe Holdings
Bermuda
$0
2
State of Tennessee, Department of Treasury
2
State of Tennessee, Department of Treasury
Tennessee
$0
3
Nomura Asset Management
3
Nomura Asset Management
Japan
$33.7M
4
UBS Group
4
UBS Group
Switzerland
$23.9M
5
WEG
5
World Equity Group
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$239M 9,405,820 +1,112,462 +13%
MG
2
Mather Group
Illinois
$152M 5,980,140 +368,659 +7%
LPL Financial
3
LPL Financial
California
$68.9M 2,714,312 -7,470 -0.3%
Bank of America
4
Bank of America
North Carolina
$63.7M 2,511,841 +210,366 +9%
SFSG
5
Sound Financial Strategies Group
Mississippi
$61.6M 2,427,782 +2,427,782 New
Morgan Stanley
6
Morgan Stanley
New York
$42.8M 1,687,242 +2,498 +0.1%
Nomura Asset Management
7
Nomura Asset Management
Japan
$33.7M 1,329,100 -391,300 -23%
BlackRock
8
BlackRock
New York
$33.6M 1,322,728 -79,273 -6%
AF
9
Allworth Financial
California
$28.9M 1,137,734 +160,548 +16%
WSTAM
10
Wilbanks Smith & Thomas Asset Management
Virginia
$26.5M 1,042,841 +1,042,841 New
ETS
11
ESL Trust Services
New York
$25.4M 1,002,384 +396 +0%
UBS Group
12
UBS Group
Switzerland
$23.9M 942,940 -274,382 -23%
Osaic Holdings
13
Osaic Holdings
Arizona
$21M 827,163 -19,959 -2%
AllianceBernstein
14
AllianceBernstein
Tennessee
$20.5M 806,393 +1 +0%
OP
15
ORG Partners
Indiana
$20.2M 796,294 +737,943 +1,265%
Ameriprise
16
Ameriprise
Minnesota
$17.3M 676,206 +463,589 +218%
Jane Street
17
Jane Street
New York
$17.3M 681,739 +465,548 +215%
BAAM
18
Baker Avenue Asset Management
California
$16.6M 655,309 +27,897 +4%
MML Investors Services
19
MML Investors Services
Massachusetts
$14.6M 574,557 +22,357 +4%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$13.9M 547,269 +69,727 +15%
AI
21
Atria Investments
North Carolina
$12.1M 477,584 +356,720 +295%
WP
22
WealthShield Partners
North Carolina
$11.9M 470,223 +451,935 +2,471%
PAS
23
Park Avenue Securities
New York
$11M 433,217 -9,373 -2%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$10.8M 426,841 +15,383 +4%
CA
25
Cetera Advisors
Colorado
$9.55M 376,487 -13,493 -3%
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