FALN icon

iShares Fallen Angels USD Bond ETF
FALN

Overview Fund Activity

301 hedge funds and large institutions have $1.55B invested in iShares Fallen Angels USD Bond ETF in 2022 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 50 increasing their positions, 188 reducing their positions, and 46 closing their positions.

Holders
301
Holders Change
-5
Holders Change %
-1.63%
% of All Funds
4.86%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
47
Increased
50
Reduced
188
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPW
1
Parcion Private Wealth
Washington
$35.8M
2
MG
2
Mather Group
Illinois
$124M
3
AF
3
Allworth Financial
California
$18.7M
4
Millennium Management
4
Millennium Management
New York
$12.3M
5
Jane Street
5
Jane Street
New York
$32.7M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$361M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$241M
3
Wells Fargo
3
Wells Fargo
California
$623K
4
CIAS
4
CFS Investment Advisory Services
New Jersey
$1.37M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$9.14M
Name Market Value Shares Shares
Change 		Shares
Change %
Prudential Financial
76
Prudential Financial
New Jersey
$1.41M 57,488 -46,996 -45%
CFGS
77
Concourse Financial Group Securities
Alabama
$1.37M 55,629 -93,033 -63%
CIAS
78
CFS Investment Advisory Services
New Jersey
$1.37M 55,501 -3,496,857 -98%
TSA
79
Tri-Star Advisors
Texas
$1.36M 53,356 -70,451 -57%
SHJ
80
Sharkey, Howes & Javer
Colorado
$1.35M 54,742 -116,358 -68%
UCFA
81
United Capital Financial Advisors
Texas
$1.29M 52,443 -6,000 -10%
T
82
TNF
Montana
$1.26M 49,563 -45,997 -48%
VFM
83
Valley Financial Management
New York
$1.26M 51,265 -8,058 -14%
CS
84
Comerica Securities
Michigan
$1.24M 50,550 -85,877 -63%
USCWA
85
U.S. Capital Wealth Advisors
Texas
$1.24M 50,362 -6,669 -12%
CPG
86
Cornerstone Planning Group
New Jersey
$1.23M 48,224 +48,224 New
AWM
87
AE Wealth Management
Kansas
$1.22M 49,516 -53,459 -52%
BRWA
88
B. Riley Wealth Advisors
Florida
$1.2M 48,699 -39,995 -45%
SWRP
89
Summit Wealth & Retirement Planning
California
$1.18M 47,891 +47,891 New
SHIM
90
Stone House Investment Management
Pennsylvania
$1.15M 46,773 -130,005 -74%
Truist Financial
91
Truist Financial
North Carolina
$1.13M 45,998 -26,813 -37%
TVAMP
92
Tennessee Valley Asset Management Partners
Tennessee
$1.12M 45,612 +37,081 +435%
WP
93
WealthSource Partners
California
$1.09M 44,451 -414,946 -90%
LWA
94
Lineweaver Wealth Advisors
Ohio
$1.09M 44,136 -135,016 -75%
Renaissance Technologies
95
Renaissance Technologies
New York
$1.07M 43,500 +43,500 New
APW
96
Austin Private Wealth
Texas
$1.07M 43,470 -54,021 -55%
PFG
97
PAX Financial Group
Texas
$1.06M 42,934 -72,668 -63%
FIM
98
Freedom Investment Management
Connecticut
$1.05M 42,464 -3,303 -7%
WAS
99
Wealth Advisory Solutions
Indiana
$995K 40,412 -252 -0.6%
AFP
100
Ausdal Financial Partners
Iowa
$991K 40,248 -7,272 -15%
2 3
4
5 6