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iShares Fallen Angels USD Bond ETF

272 hedge funds and large institutions have $1.25B invested in iShares Fallen Angels USD Bond ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 109 increasing their positions, 102 reducing their positions, and 17 closing their positions.

Holders
272
Holders Change
+9
Holders Change %
+3.42%
% of All Funds
3.94%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
28
Increased
109
Reduced
102
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MG
1
Mather Group
Illinois
$246M 8,991,241 +1,913,910 +27%
Bank of America
2
Bank of America
North Carolina
$148M 5,425,762 -29,556 -0.5%
Morgan Stanley
3
Morgan Stanley
New York
$73.4M 2,686,178 -948,194 -26%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$62.2M 2,275,065 -162,982 -7%
LPL Financial
5
LPL Financial
California
$52.5M 1,920,956 +133,519 +7%
AIA
6
Angeles Investment Advisors
California
$35.4M 1,294,400 +368,400 +40%
Ameriprise
7
Ameriprise
Minnesota
$33.4M 1,220,042 +32,807 +3%
AF
8
Allworth Financial
California
$30.9M 1,128,492 +13,997 +1%
ETS
9
ESL Trust Services
New York
$30.5M 1,115,111 +4,218 +0.4%
AllianceBernstein
10
AllianceBernstein
Tennessee
$28.4M 1,040,030 +46,231 +5%
Betterment LLC
11
Betterment LLC
New York
$26.7M 975,749 +492,025 +102%
BlackRock
12
BlackRock
New York
$23.1M 846,734 +240,954 +40%
UBS Group
13
UBS Group
Switzerland
$23M 840,521 -37,199 -4%
Nomura Asset Management
14
Nomura Asset Management
Japan
$22.7M 831,984 +287,900 +53%
OPAM
15
Ocean Park Asset Management
California
$21.9M 799,500
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$18M 657,852 -102,839 -14%
OIA
17
OneDigital Investment Advisors
Kansas
$16.5M 602,539 +208,699 +53%
PA
18
Procyon Advisors
Connecticut
$15.4M 563,110 +11,417 +2%
Creative Planning
19
Creative Planning
Kansas
$13.2M 483,351 +23,360 +5%
MML Investors Services
20
MML Investors Services
Massachusetts
$11.7M 427,302 +42,327 +11%
EWM
21
Executive Wealth Management
Michigan
$8.86M 324,004 +31,055 +11%
CTB
22
Country Trust Bank
Illinois
$8.37M 306,000
AAS
23
Asset Allocation Strategies
Michigan
$8.23M 301,083 -45,788 -13%
BCG
24
Breakwater Capital Group
New Jersey
$8.04M 293,959 +22,196 +8%
TC
25
Toews Corporation
New Jersey
$7.23M 264,500