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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 %
FWP
276
FAS Wealth Partners
Kansas
$10.4K 410 -1,176 -74%
RCM
277
Raleigh Capital Management
North Carolina
$10.2K 400 -79 -16%
TWD
278
True Wealth Design
Ohio
$9.31K 367 +367 New
TAM
279
Tucker Asset Management
Colorado
$9.08K 358 +300 +517%
JPMorgan Chase & Co
280
JPMorgan Chase & Co
New York
$8.98K 354 +204 +136%
DAM
281
Delta Asset Management
Tennessee
$8.7K 343 – –
TRCT
282
Tower Research Capital (TRC)
New York
$8.52K 336 +336 New
AIC
283
Archer Investment Corporation
Indiana
$3.6K 142 +142 New
HWA
284
HHM Wealth Advisors
Tennessee
$3.22K 127 -362 -74%
SCA
285
Stonebridge Capital Advisors
Minnesota
$2.9K 114 +1 +0.9%
FBC
286
Fairfield, Bush & Co
Connecticut
$2.16K 85 +85 New
SIC
287
Salem Investment Counselors
North Carolina
$1.62K 64 – –
KA
288
Kozak & Associates
Colorado
$1.24K 49 +49 New
HCM
289
Hollencrest Capital Management
California
$1.19K 47 +47 New
CA
290
Centerpoint Advisors
Massachusetts
$1K 44 – –
RH
291
RenaissanceRe Holdings
Bermuda
– – -713,600 Closed
State of Tennessee, Department of Treasury
292
State of Tennessee, Department of Treasury
Tennessee
– – -494,012 Closed
Kovitz Investment Group Partners
293
Kovitz Investment Group Partners
Illinois
– – -54,811 Closed
JWCA
294
J.W. Cole Advisors
Florida
– – -45,234 Closed
EA
295
Eudaimonia Advisors
Tennessee
– – -35,545 Closed
SWRP
296
Summit Wealth & Retirement Planning
California
– – -32,168 Closed
NL
297
NWAM LLC
Washington
– – -29,387 Closed
GFG
298
Goldstone Financial Group
Illinois
– – -27,112 Closed
TC
299
Toews Corporation
New Jersey
– – -25,000 Closed
Citadel Advisors
300
Citadel Advisors
Florida
– – -24,087 Closed
10 11
12
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