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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

257 hedge funds and large institutions have $1.15B invested in iShares Fallen Angels USD Bond ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 88 increasing their positions, 87 reducing their positions, and 28 closing their positions.

Holders
257
Holders Change
+32
Holders Change %
+14.22%
% of All Funds
3.77%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
62
Increased
88
Reduced
87
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$102M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$63.8M
3
Bank of America
3
Bank of America
North Carolina
$121M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$63M
5
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$16.2M

Top Sellers

1
Jane Street
1
Jane Street
New York
$5.14M
2
AIA
2
Angeles Investment Advisors
California
$0
3
BAAM
3
Baker Avenue Asset Management
California
$7.41M
4
SIS
4
Strategic Investment Solutions
Illinois
$37.9K
5
State of Tennessee, Department of Treasury
5
State of Tennessee, Department of Treasury
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MG
1
Mather Group
Illinois
$176M 6,673,371 +341,019 +5%
Bank of America
2
Bank of America
North Carolina
$121M 4,571,790 +1,356,061 +42%
Morgan Stanley
3
Morgan Stanley
New York
$102M 3,872,724 +2,842,722 +276%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$63.8M 2,415,948 +2,415,868 +3,019,835%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$63M 2,385,363 +921,570 +63%
LPL Financial
6
LPL Financial
California
$45.8M 1,735,056 +311,536 +22%
Nomura Asset Management
7
Nomura Asset Management
Japan
$31.4M 1,190,900 -161,700 -12%
AF
8
Allworth Financial
California
$28.5M 1,080,094 -59,036 -5%
ETS
9
ESL Trust Services
New York
$27.2M 1,030,491 +7,396 +0.7%
UBS Group
10
UBS Group
Switzerland
$25.9M 979,606 +167,472 +21%
AllianceBernstein
11
AllianceBernstein
Tennessee
$22.7M 860,003 +53,611 +7%
OPAM
12
Ocean Park Asset Management
California
$21.1M 799,500 -182,000 -19%
BlackRock
13
BlackRock
New York
$19.2M 727,598 -11,900 -2%
WSTAM
14
Wilbanks Smith & Thomas Asset Management
Virginia
$16.2M 613,998 +613,998 New
TA
15
Tactive Advisors
Florida
$12.6M 475,643 +437,735 +1,155%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$12.1M 459,329 +340,123 +285%
Osaic Holdings
17
Osaic Holdings
Arizona
$10.5M 397,383 +170,016 +75%
CA
18
Cetera Advisors
Colorado
$10.4M 392,158 +164,292 +72%
MML Investors Services
19
MML Investors Services
Massachusetts
$10.2M 384,600 +81,912 +27%
EWM
20
Executive Wealth Management
Michigan
$9.22M 349,222 +42,473 +14%
Creative Planning
21
Creative Planning
Kansas
$9.16M 347,075 +50,568 +17%
AAS
22
Asset Allocation Strategies
Michigan
$8.67M 328,576 +27,029 +9%
DJSG
23
D.J. St. Germain
Massachusetts
$8.19M 310,283 -6,057 -2%
CTB
24
Country Trust Bank
Illinois
$8.08M 306,000 – –
BAAM
25
Baker Avenue Asset Management
California
$7.41M 280,505 -569,142 -67%
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