FALN icon

iShares Fallen Angels USD Bond ETF
FALN

Overview Fund Activity

283 hedge funds and large institutions have $2.77B invested in iShares Fallen Angels USD Bond ETF in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 172 increasing their positions, 45 reducing their positions, and 9 closing their positions.

Holders
283
Holders Change
+39
Holders Change %
+15.98%
% of All Funds
4.97%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.32%
New
50
Increased
172
Reduced
45
Closed
9
Calls
$295K
Puts
$497K
Net Calls
-$202K
Net Calls Change
+$302K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$696M
2
Wells Fargo
2
Wells Fargo
California
$89.2M
3
SCM
3
SCS Capital Management
Massachusetts
$49.6M
4
LPL Financial
4
LPL Financial
California
$152M
5
RH
5
RenaissanceRe Holdings
Bermuda
$25M

Top Sellers

1
MC
1
McMorgan & Co
California
$0
2
Jane Street
2
Jane Street
New York
$0
3
WP
3
WealthShield Partners
North Carolina
$6.03M
4
KFS
4
Kelly Financial Services
Massachusetts
$478K
5
5L
5
55I LLC
Massachusetts
$42.6M
Name Market Value Shares Shares
Change 		Shares
Change %
AllianceBernstein
26
AllianceBernstein
Tennessee
$21M 695,767 -150,393 -18%
AWM
27
AE Wealth Management
Kansas
$17.7M 587,282 +241,444 +70%
Goldman Sachs
28
Goldman Sachs
New York
$16.7M 555,193 +3,453 +0.6%
Ameriprise
29
Ameriprise
Minnesota
$16.4M 543,249 +89,993 +20%
WP
30
WealthSource Partners
California
$16.3M 539,697 +77,709 +17%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$13.3M 321,237 – –
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$13.2M 437,057 +118,249 +37%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$12.8M 424,037 -10,318 -2%
CIAS
34
Capital Investment Advisory Services
North Carolina
$11.4M 380,217 -2,349 -0.6%
MG
35
Mather Group
Illinois
$11.3M 376,600 +376,600 New
WSTAM
36
Wilbanks Smith & Thomas Asset Management
Virginia
$11.3M 374,642 +374,642 New
CW
37
CreativeOne Wealth
Kansas
$10.9M 360,028 +71,009 +25%
AI
38
Atria Investments
North Carolina
$10.1M 336,831 +90,545 +37%
CCP
39
Cardan Capital Partners
Colorado
$10.1M 335,555 -28,602 -8%
Barclays
40
Barclays
United Kingdom
$9.91M 329,092 +291,681 +780%
GFG
41
Greystone Financial Group
Michigan
$9.8M 325,506 +325,506 New
TSA
42
Tri-Star Advisors
Texas
$9.76M 325,624 -13,931 -4%
NA
43
NewEdge Advisors
Louisiana
$9.76M 324,008 +51,902 +19%
HGWM
44
Horst & Graben Wealth Management
Oregon
$9.4M 312,146 +161,786 +108%
MSWMA
45
Market Street Wealth Management Advisors
Indiana
$9.38M 311,597 +65,872 +27%
CIAS
46
CFS Investment Advisory Services
New Jersey
$9.34M 310,112 +310,112 New
AssetMark Inc
47
AssetMark Inc
California
$8.92M 296,244 +12,881 +5%
BS
48
Banco Santander
Spain
$8.75M 290,434 +97,359 +50%
SW
49
SteelPeak Wealth
California
$8.4M 278,927 +16,417 +6%
NCM
50
Novare Capital Management
North Carolina
$8.38M 278,308 +278,308 New
1
2
3 4 5