FALN icon

iShares Fallen Angels USD Bond ETF
FALN

Overview Fund Activity

93 hedge funds and large institutions have $348M invested in iShares Fallen Angels USD Bond ETF in 2020 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 4 closing their positions.

Holders
93
Holders Change
+26
Holders Change %
+38.81%
% of All Funds
1.65%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
31
Increased
32
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$27.3M
2
RCS
2
Retirement Capital Strategies
California
$10.8M
3
FTUS
3
Flow Traders U.S.
New York
$10.3M
4
CIAS
4
Capital Investment Advisory Services
North Carolina
$7.06M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.98M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
CCP
2
Cardan Capital Partners
Colorado
$3.76M
3
Jane Street
3
Jane Street
New York
$0
4
CW
4
CreativeOne Wealth
Kansas
$4.39M
5
CPO
5
Cerity Partners OCIO
New York
$999K
Name Market Value Shares Shares
Change 		Shares
Change %
AWE
26
Avidian Wealth Enterprises
Texas
$1.69M 57,566 +9,716 +20%
RWA
27
Redhawk Wealth Advisors
Minnesota
$1.64M 55,833 +13,990 +33%
B
28
Barings
North Carolina
$1.63M 55,300 +55,300 New
Creative Planning
29
Creative Planning
Kansas
$1.32M 44,801 -24,576 -35%
SIS
30
Sound Income Strategies
Florida
$1.3M 44,137 +19,257 +77%
LWM
31
Liberty Wealth Management
California
$1.2M 41,034 +41,034 New
FWM
32
Foresight Wealth Management
Utah
$1.19M 40,254 +1,179 +3%
CWMU
33
Caliber Wealth Management (Utah)
Utah
$1.14M 38,591 +38,591 New
IA
34
Insight Advisors
Pennsylvania
$1.12M 38,088 +38,088 New
ARG
35
Advisory Resource Group
Oklahoma
$1.01M 34,421 +8,055 +31%
CPO
36
Cerity Partners OCIO
New York
$999K 33,932 -32,863 -49%
AWM
37
AE Wealth Management
Kansas
$798K 27,127 +9,283 +52%
PAG
38
Private Advisor Group
New Jersey
$779K 26,461 -6,192 -19%
SS
39
Simplicity Solutions
Minnesota
$737K 25,053 +7,598 +44%
TC
40
Toews Corporation
New Jersey
$736K 25,000 +25,000 New
WIA
41
World Investment Advisors
California
$717K 24,166 +24,166 New
OWA
42
Outlook Wealth Advisors
Texas
$661K 22,445 +771 +4%
AFP
43
Ausdal Financial Partners
Iowa
$582K 19,788 +2,279 +13%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$532K 18,080 +11,014 +156%
Comerica Bank
45
Comerica Bank
Texas
$502K 17,033 +4,605 +37%
T
46
TRUADVICE
Florida
$486K 16,549 +16,549 New
SAM
47
Secure Asset Management
Michigan
$478K 16,241 +16,241 New
C1AG
48
Client 1st Advisory Group
Florida
$437K 14,842 – –
RIM
49
Rockbridge Investment Management
New York
$433K 14,705 +292 +2%
Truist Financial
50
Truist Financial
North Carolina
$406K 13,809 +13,809 New
1
2
3 4