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iShares Fallen Angels USD Bond ETF
FALN

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.

New
Increased
Maintained
Reduced
Closed

675% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

78% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 18

39% more funds holding

Funds holding: 67 → 93 (+26)

34% more capital invested

Capital invested by funds: $259M → $348M (+$89.2M)

9.54% less ownership

Funds ownership: 93.3% → 83.76% (-9.5%)

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
Municipal Employees' Retirement System of Michigan
Michigan
+$26.3M
2
RCS
Retirement Capital Strategies
California
+$10.4M
3
FTUS
Flow Traders U.S.
New York
+$9.63M
4
CIAS
Capital Investment Advisory Services
North Carolina
+$6.59M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$5.72M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$5.36M
2
CCP
Cardan Capital Partners
Colorado
-$4.17M
3
Jane Street
Jane Street
New York
-$3.84M
4
CW
CreativeOne Wealth
Kansas
-$2.19M
5
CPO
Cerity Partners OCIO
New York
-$931K
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
76
US Bancorp
Minnesota
$94K – – –
CFGS
77
Concourse Financial Group Securities
Alabama
$89K +$30.8K +1,087 +56%
Wells Fargo
78
Wells Fargo
California
$56K +$43.6K +1,538 +415%
SPIA
79
Steward Partners Investment Advisory
New York
$30K -$14.2K -500 -33%
FCA
80
FinTrust Capital Advisors
South Carolina
$20K – – –
IA
81
IFP Advisors
Florida
$13K +$283 +10 +2%
AWM
82
Avior Wealth Management
Nebraska
$10K -$1.7K -60 -15%
GWM
83
Geneos Wealth Management
Colorado
$10K +$15.4K +545 New
ASN
84
Advisory Services Network
Georgia
$9K – – –
GRP
85
Global Retirement Partners
California
$6K – – –
CAAS
86
Capital Asset Advisory Services
Michigan
$6K +$5.67K +200 New
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$5K – – –
APA
88
American Portfolios Advisors
New York
$3.97K – – –
NFG
89
Next Financial Group
Texas
$3K +$453 +16 +20%
Morgan Stanley
90
Morgan Stanley
New York
$2K +$453 +16 +34%
FGAM
91
Financial Gravity Asset Management
Texas
$1K +$1.36K +48 New
Citadel Advisors
92
Citadel Advisors
Florida
– -$5.36M -196,164 Closed
Jane Street
93
Jane Street
New York
– -$3.84M -140,647 Closed
UBS Group
94
UBS Group
Switzerland
– -$1K -48 Closed
TWM
95
Tradition Wealth Management
Minnesota
– +$170 +6 New
1 2 3
4