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 %
HPC
101
Hobart Private Capital
North Carolina
$982K 39,921 -2,480 -6%
MBT
102
Montecito Bank & Trust
California
$967K 39,295 -16,441 -29%
PA
103
Parallel Advisors
California
$964K 39,179 -15,544 -28%
OWA
104
One Wealth Advisors
California
$934K 37,939 -43,050 -53%
NAM
105
NTV Asset Management
West Virginia
$931K 37,850 -5,550 -13%
WFC
106
Western Financial Corp
California
$924K 37,544 -4,165 -10%
FLA
107
Financial Life Advisors
Texas
$908K 36,891 +36,891 New
Kovitz Investment Group Partners
108
Kovitz Investment Group Partners
Illinois
$887K 36,050 +11,926 +49%
DWT
109
Dorsey & Whitney Trust
South Dakota
$886K 36,000 +6,000 +20%
BOC
110
Bull Oak Capital
California
$866K 35,198 +15,022 +74%
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$865K 35,156 -10,086 -22%
IWA
112
Icon Wealth Advisors
Texas
$856K 34,784 -45,591 -57%
IA
113
IFP Advisors
Florida
$848K 31,368 -41,192 -57%
AAS
114
Avantax Advisory Services
Texas
$841K 34,177 -26,439 -44%
MA
115
Mutual Advisors
Nebraska
$837K 34,015 -15,212 -31%
WBCM
116
Wilson & Boucher Capital Management
California
$820K 33,300 -4,800 -13%
PAMG
117
Patton Albertson Miller Group
Tennessee
$816K 33,152 -24,630 -43%
TWM
118
Tradition Wealth Management
Minnesota
$813K 33,026 -1,638 -5%
CWA
119
Clearview Wealth Advisors
Oregon
$804K 32,667 -44,014 -57%
TF
120
Trek Financial
Arizona
$792K 32,171 -36,769 -53%
Mariner
121
Mariner
Kansas
$783K 31,797 +23,379 +278%
CWS
122
Cypress Wealth Services
California
$782K 31,796 -22,191 -41%
NCM
123
Novare Capital Management
North Carolina
$782K 31,774 -12,105 -28%
BCM
124
Brookstone Capital Management
Illinois
$771K 30,684 -25,335 -45%
CBC
125
Coombe, Bender & Co
New York
$769K 31,227 -314 -1%
3 4
5
6 7