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iShares Fallen Angels USD Bond ETF
FALN

53 hedge funds and large institutions have $210M invested in iShares Fallen Angels USD Bond ETF in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

163% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 8

26% more funds holding

Funds holding: 42 → 53 (+11)

5% more capital invested

Capital invested by funds: $201M → $210M (+$9.74M)

14.75% less ownership

Funds ownership: 140.86% → 126.11% (-15%)

Holders
53
Holders Change
+11
Holders Change %
+26.19%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
21
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CW
CreativeOne Wealth
Kansas
+$2.25M
2
OIA
OneDigital Investment Advisors
Kansas
+$2.2M
3
FIM
Freedom Investment Management
Connecticut
+$1.32M
4
SS
Sunbelt Securities
Texas
+$1.23M
5
AssetMark Inc
AssetMark Inc
California
+$1.18M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
-$3.07M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.25M
3
GM
GeoWealth Management
Illinois
-$1.09M
4
RWA
Redhawk Wealth Advisors
Minnesota
-$445K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$154K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
51
Wells Fargo
California
– -$160 -6 -86%
Fidelity Investments
52
Fidelity Investments
Massachusetts
– +$320 +12 +1,200%
LAS
53
Lloyd Advisory Services
Georgia
– +$481 +18 New
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