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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

262 hedge funds and large institutions have $1.21B invested in iShares Fallen Angels USD Bond ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 107 increasing their positions, 94 reducing their positions, and 22 closing their positions.

Holders
262
Holders Change
+5
Holders Change %
+1.95%
% of All Funds
3.8%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
34
Increased
107
Reduced
94
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Nomura Asset Management
1
Nomura Asset Management
Japan
$62.5M
2
AIA
2
Angeles Investment Advisors
California
$30.2M
3
Ameriprise
3
Ameriprise
Minnesota
$29.5M
4
Bank of America
4
Bank of America
North Carolina
$143M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$20.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$51.4M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$37.7M
3
AFO
3
Allie Family Office
Florida
$245K
4
TA
4
Tactive Advisors
Florida
$1.15M
5
DJSG
5
D.J. St. Germain
Massachusetts
$1.83M
Name Market Value Shares Shares
Change 		Shares
Change %
MG
1
Mather Group
Illinois
$175M 6,644,675 -28,696 -0.4%
Bank of America
2
Bank of America
North Carolina
$143M 5,330,254 +758,464 +17%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$64.8M 2,411,989 +26,626 +1%
Nomura Asset Management
4
Nomura Asset Management
Japan
$62.5M 2,326,800 +1,135,900 +95%
Morgan Stanley
5
Morgan Stanley
New York
$51.4M 1,915,402 -1,957,322 -51%
LPL Financial
6
LPL Financial
California
$46.3M 1,723,691 -11,365 -0.7%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$37.7M 1,404,596 -1,011,352 -42%
AIA
8
Angeles Investment Advisors
California
$30.2M 1,124,000 +1,124,000 New
Ameriprise
9
Ameriprise
Minnesota
$29.5M 1,097,262 +928,935 +552%
AF
10
Allworth Financial
California
$28.8M 1,072,930 -7,164 -0.7%
ETS
11
ESL Trust Services
New York
$27.7M 1,032,975 +2,484 +0.2%
UBS Group
12
UBS Group
Switzerland
$24.3M 902,932 -76,674 -8%
AllianceBernstein
13
AllianceBernstein
Tennessee
$23.1M 860,003 – –
OPAM
14
Ocean Park Asset Management
California
$21.5M 799,500 – –
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$20.6M 768,476 +496,455 +183%
BlackRock
16
BlackRock
New York
$18.2M 679,175 -48,423 -7%
WSTAM
17
Wilbanks Smith & Thomas Asset Management
Virginia
$18M 670,381 +56,383 +9%
CA
18
Cetera Advisors
Colorado
$12.5M 464,605 +72,447 +18%
PA
19
Procyon Advisors
Connecticut
$12.1M 450,899 +450,899 New
Creative Planning
20
Creative Planning
Kansas
$11.8M 440,182 +93,107 +27%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$11.3M 421,280 -38,049 -8%
MML Investors Services
22
MML Investors Services
Massachusetts
$10.4M 388,588 +3,988 +1%
EWM
23
Executive Wealth Management
Michigan
$9.8M 368,603 +19,381 +6%
AAS
24
Asset Allocation Strategies
Michigan
$9.07M 337,644 +9,068 +3%
OIA
25
OneDigital Investment Advisors
Kansas
$9.05M 336,907 +60,247 +22%
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