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iShares Fallen Angels USD Bond ETF
FALN

Overview Fund Activity

291 hedge funds and large institutions have $1.3B invested in iShares Fallen Angels USD Bond ETF in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 126 increasing their positions, 114 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
-2
Holders Change %
-0.68%
% of All Funds
4.59%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
36
Increased
126
Reduced
114
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFSG
1
Sound Financial Strategies Group
Mississippi
$61.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$239M
3
WSTAM
3
Wilbanks Smith & Thomas Asset Management
Virginia
$26.5M
4
OP
4
ORG Partners
Indiana
$20.2M
5
Ameriprise
5
Ameriprise
Minnesota
$17.3M

Top Sellers

1
RH
1
RenaissanceRe Holdings
Bermuda
$0
2
State of Tennessee, Department of Treasury
2
State of Tennessee, Department of Treasury
Tennessee
$0
3
Nomura Asset Management
3
Nomura Asset Management
Japan
$33.7M
4
UBS Group
4
UBS Group
Switzerland
$23.9M
5
WEG
5
World Equity Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
51
Capital Wealth Management
Rhode Island
$3.31M +$64.1K +2,528 +2%
Wells Fargo
52
Wells Fargo
California
$3.3M +$2.62M +103,383 +385%
Cerity Partners
53
Cerity Partners
New York
$3.3M +$3.3M +129,903 New
HAG
54
HF Advisory Group
Maryland
$3.1M +$264K +10,395 +9%
OMC
55
Old Mission Capital
Illinois
$2.98M +$2.98M +117,572 New
GVAG
56
Great Valley Advisor Group
Delaware
$2.89M +$263K +10,365 +10%
OPS
57
Orion Portfolio Solutions
Nebraska
$2.82M +$2.82M +111,136 New
BCI
58
Brinker Capital Investments
Pennsylvania
$2.82M +$2.82M +111,136 New
DF
59
Donoghue Forlines
Massachusetts
$2.71M -$82.7K -3,259 -3%
RJFSA
60
Raymond James Financial Services Advisors
Florida
$2.69M +$676K +26,636 +34%
PPW
61
Parcion Private Wealth
Washington
$2.54M -$923K -36,370 -27%
IWP
62
Insight Wealth Partners
Texas
$2.39M -$555K -21,860 -19%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$2.38M -$944K -37,231 -28%
FAIM
64
Financial Advocates Investment Management
Washington
$2.34M +$885K +14,099 +61%
GMA
65
Glassy Mountain Advisors
Maryland
$2.25M +$2.25M +88,561 New
NA
66
NewEdge Advisors
Louisiana
$2.13M -$40.8K -1,608 -2%
HGWM
67
Horst & Graben Wealth Management
Oregon
$2.11M +$61.6K +2,427 +3%
FAM
68
Forte Asset Management
New York
$1.98M – – –
Prudential Financial
69
Prudential Financial
New Jersey
$1.95M +$247K +9,753 +15%
UFA
70
US Financial Advisors
Massachusetts
$1.87M -$3.7K -146 -0.2%
DLCIG
71
D.L. Carlson Investment Group
New Hampshire
$1.85M +$1.85M +73,068 New
Qube Research & Technologies (QRT)
72
Qube Research & Technologies (QRT)
United Kingdom
$1.84M +$599K +5,291 +48%
FIM
73
Freedom Investment Management
Connecticut
$1.79M +$724K +28,544 +68%
HFA
74
High Falls Advisors
New York
$1.76M -$1.35K -53 -0.1%
BCG
75
Breakwater Capital Group
New Jersey
$1.68M -$252K -9,951 -13%
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