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iShares Fallen Angels USD Bond ETF
FALN

Overview Fund Activity

291 hedge funds and large institutions have $1.3B invested in iShares Fallen Angels USD Bond ETF in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 126 increasing their positions, 114 reducing their positions, and 36 closing their positions.

Holders
291
Holders Change
-2
Holders Change %
-0.68%
% of All Funds
4.59%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
36
Increased
126
Reduced
114
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFSG
1
Sound Financial Strategies Group
Mississippi
$61.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$239M
3
WSTAM
3
Wilbanks Smith & Thomas Asset Management
Virginia
$26.5M
4
OP
4
ORG Partners
Indiana
$20.2M
5
Ameriprise
5
Ameriprise
Minnesota
$17.3M

Top Sellers

1
RH
1
RenaissanceRe Holdings
Bermuda
$0
2
State of Tennessee, Department of Treasury
2
State of Tennessee, Department of Treasury
Tennessee
$0
3
Nomura Asset Management
3
Nomura Asset Management
Japan
$33.7M
4
UBS Group
4
UBS Group
Switzerland
$23.9M
5
WEG
5
World Equity Group
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PP
226
Patron Partners
Texas
$222K 8,743 +570 +7%
SG
227
StoneX Group
New York
$218K 8,602 -498 -5%
FHC
228
First Heartland Consultants
Missouri
$217K 8,571 +201 +2%
V
229
ViaWealth
Kansas
$216K 8,516 -602 -7%
FTUS
230
Flow Traders U.S.
New York
$216K 8,503 +8,503 New
VCM
231
Virtue Capital Management
Tennessee
$212K 8,422 -49,000 -85%
AF
232
Advisornet Financial
Minnesota
$211K 8,308 +75 +0.9%
EB
233
Exchange Bank
California
$206K 8,107 +8,107 New
AWM
234
Alterna Wealth Management
Texas
$204K 8,050 -380 -5%
SWA
235
Stratos Wealth Advisors
Ohio
$203K 7,986 -310 -4%
Northwestern Mutual Wealth Management
236
Northwestern Mutual Wealth Management
Wisconsin
$202K 7,947 -1,096 -12%
SFG
237
Summit Financial Group
West Virginia
$200K 7,900 -600 -7%
AA
238
AlphaCentric Advisors
Puerto Rico
$196K 7,711 +1,382 +22%
FHA
239
First Horizon Advisors
Tennessee
$172K 6,783 +13 +0.2%
GRP
240
Global Retirement Partners
California
$171K 6,722 -158 -2%
VWM
241
Venturi Wealth Management
Texas
$166K 6,559 -155 -2%
FSWA
242
Financial Synergies Wealth Advisors
Texas
$154K 6,079 +60 +1%
CIAS
243
Capital Investment Advisory Services
North Carolina
$148K 5,824 -3,316 -36%
IGWM
244
ICA Group Wealth Management
Colorado
$147K 5,791 +5,317 +1,122%
BCV
245
Banque Cantonale Vaudoise
Switzerland
$146K 5,754 -538 -9%
WP
246
WealthPLAN Partners
Nebraska
$129K 5,078 -439 -8%
FCA
247
FinTrust Capital Advisors
South Carolina
$119K 4,851 – –
PTC
248
Private Trust Company
Ohio
$115K 4,524 – –
CSWG
249
Cardinal Strategic Wealth Guidance
Kentucky
$113K 4,457 – –
CAL
250
Capital Analysts LLC
Pennsylvania
$102K 4,039 +605 +18%
8 9
10
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