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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 %
WEG
301
World Equity Group
Illinois
– – -22,516 Closed
GM
302
GeoWealth Management
Illinois
– – -21,458 Closed
KCM
303
KM Capital Management
Texas
– – -21,027 Closed
MBT
304
Montecito Bank & Trust
California
– – -19,321 Closed
IDA
305
Intelligence Driven Advisers
California
– – -18,497 Closed
WMR
306
Wealth Management Resources
Rhode Island
– – -12,914 Closed
BPA
307
Beacon Pointe Advisors
California
– – -11,253 Closed
MSWMA
308
Market Street Wealth Management Advisors
Indiana
– – -11,242 Closed
BFA
309
BMS Financial Advisors
South Dakota
– – -10,975 Closed
IAIM
310
International Assets Investment Management
Florida
– – -9,774 Closed
QCIG
311
Quad-Cities Investment Group
Iowa
– – -8,755 Closed
TI
312
Trexquant Investment
Connecticut
– – -8,453 Closed
AAS
313
Ameritas Advisory Services
Nebraska
– – -5,959 Closed
BAM
314
Belpointe Asset Management
Nevada
– – -5,642 Closed
HR
315
Howe & Rusling
New York
– – -1,282 Closed
FA
316
Fortis Advisors
Pennsylvania
– – -410 Closed
FCA
317
Fortis Capital Advisors
Kansas
– – -246 Closed
AWM
318
Accel Wealth Management
Iowa
– – -218 Closed
MWC
319
MBM Wealth Consultants
Missouri
– – -128 Closed
WT
320
Washington Trust
Rhode Island
– – -108 Closed
FMP
321
Financial Management Professionals
Texas
– – -50 Closed
FMII
322
Farmers & Merchants Investments Inc
Nebraska
– – -49 Closed
TF
323
Tompkins Financial
New York
– – -17 Closed
MAWA
324
Moss Adams Wealth Advisors
Washington
– – -15 Closed
TCWA
325
Ten Capital Wealth Advisors
Washington
– – -14 Closed
10 11 12
13
14