FALN icon

iShares Fallen Angels USD Bond ETF
FALN

Overview Fund Activity

293 hedge funds and large institutions have $1.1B invested in iShares Fallen Angels USD Bond ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 87 increasing their positions, 139 reducing their positions, and 49 closing their positions.

Holders
293
Holders Change
-8
Holders Change %
-2.66%
% of All Funds
4.69%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
48
Increased
87
Reduced
139
Closed
49
Calls
$33K
Puts
$3K
Net Calls
+$30K
Net Calls Change
+$30K

Top Buyers

1
Nomura Asset Management
1
Nomura Asset Management
Japan
$43.5M
2
Bank of America
2
Bank of America
North Carolina
$58.2M
3
MG
3
Mather Group
Illinois
$142M
4
UBS Group
4
UBS Group
Switzerland
$30.8M
5
State of Tennessee, Department of Treasury
5
State of Tennessee, Department of Treasury
Tennessee
$12.5M

Top Sellers

1
SCM
1
SCS Capital Management
Massachusetts
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$210M
3
PPW
3
Parcion Private Wealth
Washington
$3.45M
4
Jane Street
4
Jane Street
New York
$5.46M
5
BlackRock
5
BlackRock
New York
$35.4M
Name Market Value Shares Shares
Change 		Shares
Change %
TVAMP
301
Tennessee Valley Asset Management Partners
Tennessee
– – -45,612 Closed
Renaissance Technologies
302
Renaissance Technologies
New York
– – -43,500 Closed
HPC
303
Hobart Private Capital
North Carolina
– – -39,921 Closed
BOC
304
Bull Oak Capital
California
– – -35,198 Closed
CAPTRUST Financial Advisors
305
CAPTRUST Financial Advisors
North Carolina
– – -35,156 Closed
CL
306
CSS LLC
Illinois
– – -26,896 Closed
OPS
307
Orion Portfolio Solutions
Nebraska
– – -26,034 Closed
PAG
308
Private Advisor Group
New Jersey
– – -25,274 Closed
OFG
309
OmniStar Financial Group
North Carolina
– – -24,781 Closed
CRWM
310
Castle Rock Wealth Management
California
– – -23,456 Closed
CCFM
311
Clear Creek Financial Management
Washington
– – -22,318 Closed
CG
312
Clifford Group
Massachusetts
– – -22,129 Closed
MPW
313
MA Private Wealth
California
– – -20,852 Closed
SXL
314
Summit X LLC
Missouri
– – -18,222 Closed
SA
315
Stewardship Advisors
Pennsylvania
– – -17,278 Closed
BFG
316
Buttonwood Financial Group
Missouri
– – -17,094 Closed
RFG
317
Range Financial Group
Oregon
– – -16,224 Closed
PWM
318
Perigon Wealth Management
California
– – -15,983 Closed
HF
319
HRT Financial
New York
– – -12,641 Closed
SLWA
320
San Luis Wealth Advisors
California
– – -10,469 Closed
WHCI
321
W.H. Cornerstone Investments
Massachusetts
– – -10,416 Closed
BJL
322
Brighton Jones LLC
Washington
– – -9,474 Closed
TCA
323
Transcend Capital Advisors
New Jersey
– – -9,453 Closed
AWM
324
Apollon Wealth Management
South Carolina
– – -8,743 Closed
FCA
325
FLC Capital Advisors
California
– – -8,366 Closed
10 11 12
13
14