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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 %
SWA
301
Stratos Wealth Advisors
Ohio
– – -7,986 Closed
SFG
302
Summit Financial Group
West Virginia
– – -7,900 Closed
IGWM
303
ICA Group Wealth Management
Colorado
– – -5,791 Closed
WP
304
WealthPLAN Partners
Nebraska
– – -5,078 Closed
OLVIG
305
Oliver Lagore Vanvalin Investment Group
Michigan
– – -2,850 Closed
IAIM
306
Industrial Alliance Investment Management
Quebec, Canada
– – -1,816 Closed
RFA
307
Resurgent Financial Advisors
Georgia
– – -1,351 Closed
GFPC
308
Global Financial Private Client
Florida
– – -1,201 Closed
NRC
309
New Republic Capital
North Carolina
– – -1,150 Closed
WOSD
310
WFA of San Diego
California
– – -815 Closed
HT
311
Headlands Technologies
Illinois
– – -637 Closed
CAS
312
Coppell Advisory Solutions
Texas
– – -441 Closed
RCM
313
Raleigh Capital Management
North Carolina
– – -400 Closed
TWD
314
True Wealth Design
Ohio
– – -367 Closed
FBC
315
Fairfield, Bush & Co
Connecticut
– – -85 Closed
KA
316
Kozak & Associates
Colorado
– – -49 Closed
HCM
317
Hollencrest Capital Management
California
– – -47 Closed
PP
318
PrairieView Partners
Minnesota
– – -38 Closed
AWM
319
Avior Wealth Management
Nebraska
– – – –
9 10 11 12
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