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iShares Fallen Angels USD Bond ETF
FALN

Overview Fund Activity

225 hedge funds and large institutions have $883M invested in iShares Fallen Angels USD Bond ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 56 increasing their positions, 124 reducing their positions, and 92 closing their positions.

Holders
225
Holders Change
-66
Holders Change %
-22.68%
% of All Funds
3.59%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.1%
New
28
Increased
56
Reduced
124
Closed
92
Calls
$10K
Puts
$2K
Net Calls
+$8K
Net Calls Change
+$8K

Top Buyers

1
Jane Street
1
Jane Street
New York
$45M
2
AIA
2
Angeles Investment Advisors
California
$26.4M
3
OPAM
3
Ocean Park Asset Management
California
$24.3M
4
Bank of America
4
Bank of America
North Carolina
$79.8M
5
SIS
5
Strategic Investment Solutions
Illinois
$14.1M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$36.3M
2
SFSG
2
Sound Financial Strategies Group
Mississippi
$0
3
LPL Financial
3
LPL Financial
California
$35.3M
4
WSTAM
4
Wilbanks Smith & Thomas Asset Management
Virginia
$0
5
OP
5
ORG Partners
Indiana
$1.97K
Name Market Value Shares Shares
Change 		Shares
Change %
HPM
276
Hoxton Planning & Management
West Virginia
– – -13,934 Closed
CFG
277
Cooper Financial Group
California
– – -13,623 Closed
KPWS
278
Kestra Private Wealth Services
Texas
– – -13,512 Closed
AIP
279
Almanack Investment Partners
Pennsylvania
– – -13,161 Closed
SMH
280
Sanders Morris Harris
Texas
– – -12,315 Closed
PAMG
281
Patton Albertson Miller Group
Tennessee
– – -12,070 Closed
DI
282
DFPG Investments
Utah
– – -12,041 Closed
MFA
283
Mayflower Financial Advisors
Massachusetts
– – -11,990 Closed
WA
284
Wealth Alliance
New York
– – -11,236 Closed
AWE
285
Avidian Wealth Enterprises
Texas
– – -11,093 Closed
MHB
286
Midwest Heritage Bank
Iowa
– – -10,715 Closed
PFGIA
287
Patriot Financial Group Insurance Agency
Massachusetts
– – -10,580 Closed
FWP
288
Firethorn Wealth Partners
Georgia
– – -10,339 Closed
GAA
289
Global Assets Advisory
Florida
– – -9,997 Closed
BTWM
290
Baker Tilly Wealth Management
Wisconsin
– – -9,931 Closed
SFO
291
Stokes Family Office
Louisiana
– – -9,380 Closed
TPWA
292
TRUE Private Wealth Advisors
Oregon
– – -9,178 Closed
SL
293
SWMG LLC
Texas
– – -8,947 Closed
TWP
294
Tempus Wealth Planning
California
– – -8,940 Closed
SFS
295
Security Financial Services
Indiana
– – -8,847 Closed
Rockefeller Capital Management
296
Rockefeller Capital Management
New York
– – -8,746 Closed
SG
297
StoneX Group
New York
– – -8,602 Closed
FHC
298
First Heartland Consultants
Missouri
– – -8,571 Closed
V
299
ViaWealth
Kansas
– – -8,516 Closed
AWM
300
Alterna Wealth Management
Texas
– – -8,050 Closed
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12
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