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iShares Fallen Angels USD Bond ETF
FALN

Overview Fund Activity

257 hedge funds and large institutions have $1.15B invested in iShares Fallen Angels USD Bond ETF in 2023 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 88 increasing their positions, 87 reducing their positions, and 28 closing their positions.

Holders
257
Holders Change
+32
Holders Change %
+14.22%
% of All Funds
3.77%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
62
Increased
88
Reduced
87
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$102M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$63.8M
3
Bank of America
3
Bank of America
North Carolina
$121M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$63M
5
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$16.2M

Top Sellers

1
Jane Street
1
Jane Street
New York
$5.14M
2
AIA
2
Angeles Investment Advisors
California
$0
3
BAAM
3
Baker Avenue Asset Management
California
$7.41M
4
SIS
4
Strategic Investment Solutions
Illinois
$37.9K
5
State of Tennessee, Department of Treasury
5
State of Tennessee, Department of Treasury
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KWM
276
Keebeck Wealth Management
Illinois
– – -9,380 Closed
SC
277
Scotia Capital
Ontario, Canada
– – -8,759 Closed
HGWM
278
Horst & Graben Wealth Management
Oregon
– – -8,689 Closed
VCM
279
Virtue Capital Management
Tennessee
– – -8,422 Closed
PP
280
Patron Partners
Texas
– – -8,368 Closed
WWP
281
WR Wealth Planners
Missouri
– – -6,787 Closed
CSWG
282
Cardinal Strategic Wealth Guidance
Kentucky
– – -4,457 Closed
NFSG
283
Newbridge Financial Services Group
Florida
– – -1,524 Closed
TRCT
284
Tower Research Capital (TRC)
New York
– – -763 Closed
Legacy Financial Group (Iowa)
285
Legacy Financial Group (Iowa)
Iowa
– – -174 Closed
HWA
286
HHM Wealth Advisors
Tennessee
– – -127 Closed
SCA
287
Stonebridge Capital Advisors
Minnesota
– – -116 Closed
CA
288
Centerpoint Advisors
Massachusetts
– – -44 Closed
LOIP
289
Live Oak Investment Partners
Texas
– – – –
HGERS
290
Householder Group Estate & Retirement Specialist
Arizona
$0 12 – –
8 9 10 11
12