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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

263 hedge funds and large institutions have $1.15B invested in iShares Fallen Angels USD Bond ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 93 increasing their positions, 100 reducing their positions, and 25 closing their positions.

Holders
263
Holders Change
+1
Holders Change %
+0.38%
% of All Funds
3.83%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
31
Increased
93
Reduced
100
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$95.2M
2
Jane Street
2
Jane Street
New York
$12.6M
3
MG
3
Mather Group
Illinois
$190M
4
TC
4
Toews Corporation
New Jersey
$6.93M
5
Betterment LLC
5
Betterment LLC
New York
$12.7M

Top Sellers

1
Nomura Asset Management
1
Nomura Asset Management
Japan
$14.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$201K
3
Wells Fargo
3
Wells Fargo
California
$20.2K
4
RCS
4
Retirement Capital Strategies
California
$0
5
AIA
5
Angeles Investment Advisors
California
$24.3M
Name Market Value Shares Shares
Change 		Shares
Change %
MG
1
Mather Group
Illinois
$190M 7,077,331 +432,656 +7%
Bank of America
2
Bank of America
North Carolina
$143M 5,455,318 +125,064 +2%
Morgan Stanley
3
Morgan Stanley
New York
$95.2M 3,634,372 +1,718,970 +90%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$63.9M 2,438,047 +26,058 +1%
LPL Financial
5
LPL Financial
California
$46.8M 1,787,437 +63,746 +4%
Ameriprise
6
Ameriprise
Minnesota
$31M 1,187,235 +89,973 +8%
AF
7
Allworth Financial
California
$29.6M 1,114,495 +41,565 +4%
ETS
8
ESL Trust Services
New York
$29.1M 1,110,893 +77,918 +8%
AllianceBernstein
9
AllianceBernstein
Tennessee
$26M 993,799 +133,796 +16%
AIA
10
Angeles Investment Advisors
California
$24.3M 926,000 -198,000 -18%
UBS Group
11
UBS Group
Switzerland
$23M 877,720 -25,212 -3%
OPAM
12
Ocean Park Asset Management
California
$20.9M 799,500 – –
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$19.9M 760,691 -7,785 -1%
BlackRock
14
BlackRock
New York
$15.9M 605,780 -73,395 -11%
PA
15
Procyon Advisors
Connecticut
$14.4M 551,693 +100,794 +22%
Nomura Asset Management
16
Nomura Asset Management
Japan
$14.2M 544,084 -1,782,716 -77%
Betterment LLC
17
Betterment LLC
New York
$12.7M 483,724 +216,731 +81%
Jane Street
18
Jane Street
New York
$12.6M 480,948 +463,110 +2,596%
Creative Planning
19
Creative Planning
Kansas
$12M 459,991 +19,809 +5%
OIA
20
OneDigital Investment Advisors
Kansas
$10.3M 393,840 +56,933 +17%
MML Investors Services
21
MML Investors Services
Massachusetts
$10.1M 384,975 -3,613 -0.9%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$9.14M 348,973 -72,307 -17%
AAS
23
Asset Allocation Strategies
Michigan
$9.08M 346,871 +9,227 +3%
CTB
24
Country Trust Bank
Illinois
$8.01M 306,000 – –
AssetMark Inc
25
AssetMark Inc
California
$7.71M 294,558 -2,166 -0.7%
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