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iShares Fallen Angels USD Bond ETF
FALN

24 hedge funds and large institutions have $165M invested in iShares Fallen Angels USD Bond ETF in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

790% more capital invested

Capital invested by funds: $18.5M → $165M (+$146M)

175.81% more ownership

Funds ownership: 34.53% → 210.34% (+176%)

120% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 5

17% less funds holding

Funds holding: 29 → 24 (-5)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
24
Holders Change
-5
Holders Change %
-17.24%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
11
Reduced
5
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$129M
2
AssetMark Inc
AssetMark Inc
California
+$745K
3
Bank of America
Bank of America
North Carolina
+$714K
4
FIM
Freedom Investment Management
Connecticut
+$239K
5
LPL Financial
LPL Financial
California
+$224K

Top Sellers

1
Jane Street
Jane Street
New York
-$1.65M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.23M
3
AF
Advisornet Financial
Minnesota
-$1.18M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$887K
5
FTUS
Flow Traders U.S.
New York
-$867K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
– -$887K -36,353 Closed
FTUS
27
Flow Traders U.S.
New York
– -$867K -35,539 Closed
SXL
28
Summit X LLC
Missouri
– -$663K -28,004 Closed
UBS Group
29
UBS Group
Switzerland
– -$105K -4,289 Closed
ASN
30
Advisory Services Network
Georgia
– -$7K -305 Closed
Morgan Stanley
31
Morgan Stanley
New York
– -$3K -109 Closed
IA
32
IFP Advisors
Florida
– -$1K -52 Closed
CFA
33
Carroll Financial Associates
North Carolina
– +$155 +6 New
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