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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

270 hedge funds and large institutions have $1.31B invested in iShares Fallen Angels USD Bond ETF in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 109 increasing their positions, 82 reducing their positions, and 39 closing their positions.

Holders
270
Holders Change
-2
Holders Change %
-0.74%
% of All Funds
3.6%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
45
Increased
109
Reduced
82
Closed
39
Calls
$27K
Puts
–
Net Calls
+$27K
Net Calls Change
+$27K

Top Buyers

1
Nomura Asset Management
1
Nomura Asset Management
Japan
$38M
2
State of Tennessee, Department of Treasury
2
State of Tennessee, Department of Treasury
Tennessee
$15.6M
3
MG
3
Mather Group
Illinois
$256M
4
NG
4
Novem Group
New York
$13.1M
5
Ameriprise
5
Ameriprise
Minnesota
$42.5M

Top Sellers

1
TC
1
Toews Corporation
New Jersey
$0
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$13M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.6M
4
AssetMark Inc
4
AssetMark Inc
California
$503K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.33M
Name Market Value Shares Shares
Change 		Shares
Change %
MG
1
Mather Group
Illinois
$256M 9,566,735 +575,494 +6%
Bank of America
2
Bank of America
North Carolina
$145M 5,433,200 +7,438 +0.1%
Morgan Stanley
3
Morgan Stanley
New York
$69.9M 2,616,611 -69,567 -3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$57.6M 2,157,566 -117,499 -5%
LPL Financial
5
LPL Financial
California
$53M 1,984,243 +63,287 +3%
Ameriprise
6
Ameriprise
Minnesota
$42.5M 1,592,730 +372,688 +31%
Nomura Asset Management
7
Nomura Asset Management
Japan
$38M 1,421,084 +589,100 +71%
AIA
8
Angeles Investment Advisors
California
$34.6M 1,294,400 – –
AF
9
Allworth Financial
California
$32.6M 1,206,488 +77,996 +7%
Betterment LLC
10
Betterment LLC
New York
$31.8M 1,191,143 +215,394 +22%
ETS
11
ESL Trust Services
New York
$29.8M 1,115,496 +385 +0%
AllianceBernstein
12
AllianceBernstein
Tennessee
$27.8M 1,040,030 – –
UBS Group
13
UBS Group
Switzerland
$26.2M 979,828 +139,307 +17%
BlackRock
14
BlackRock
New York
$21.7M 814,205 -32,529 -4%
OPAM
15
Ocean Park Asset Management
California
$21.4M 799,500 – –
OIA
16
OneDigital Investment Advisors
Kansas
$20.7M 773,706 +171,167 +28%
MML Investors Services
17
MML Investors Services
Massachusetts
$16.1M 601,719 +174,417 +41%
State of Tennessee, Department of Treasury
18
State of Tennessee, Department of Treasury
Tennessee
$15.6M 583,680 +583,680 New
PA
19
Procyon Advisors
Connecticut
$14.1M 527,490 -35,620 -6%
NG
20
Novem Group
New York
$13.1M 490,710 +490,710 New
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$13M 485,264 -172,588 -26%
Creative Planning
22
Creative Planning
Kansas
$12.8M 477,552 -5,799 -1%
EWM
23
Executive Wealth Management
Michigan
$9.05M 338,800 +14,796 +5%
BCG
24
Breakwater Capital Group
New Jersey
$8.54M 319,604 +25,645 +9%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$8.25M 308,670 +113,673 +58%
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