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iShares Fallen Angels USD Bond ETF
FALN

Overview Fund Activity

312 hedge funds and large institutions have $2.45B invested in iShares Fallen Angels USD Bond ETF in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 60 increasing their positions, 198 reducing their positions, and 55 closing their positions.

Holders
312
Holders Change
-25
Holders Change %
-7.42%
% of All Funds
5.28%
Holding in Top 10
14
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-26.32%
% of All Funds
0.24%
New
34
Increased
60
Reduced
198
Closed
55
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
SCS Capital Management
Massachusetts
$61.1M
2
MG
2
Mather Group
Illinois
$92.2M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$6.42M
4
MFG
4
Merit Financial Group
Georgia
$6.59M
5
PWM
5
Perigon Wealth Management
California
$2.44M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$5.57M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$599M
3
BlackRock
3
BlackRock
New York
$142M
4
5L
4
55I LLC
Massachusetts
$0
5
Jane Street
5
Jane Street
New York
$60.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
126
Integrated Wealth Concepts
Massachusetts
$1.48M -$233K -9,465 -14%
PAMG
127
Patton Albertson Miller Group
Tennessee
$1.46M +$25.2K +1,023 +2%
MBT
128
Montecito Bank & Trust
California
$1.46M -$278K -11,288 -16%
NCM
129
Northwest Capital Management
Oregon
$1.43M +$295K +11,998 +26%
BS
130
Banco Santander
Spain
$1.4M -$1.24M -50,407 -47%
BAAM
131
Baker Avenue Asset Management
California
$1.37M +$399K +16,209 +41%
SPC
132
Sigma Planning Corp
Michigan
$1.33M -$124K -5,035 -9%
TPWA
133
TRUE Private Wealth Advisors
Oregon
$1.33M -$200K -8,105 -13%
WFC
134
Western Financial Corp
California
$1.32M -$212K -8,629 -14%
OPS
135
Orion Portfolio Solutions
Nebraska
$1.29M -$336K -13,637 -21%
FAIM
136
Financial Advocates Investment Management
Washington
$1.28M -$340K -13,800 -21%
SPIA
137
Steward Partners Investment Advisory
New York
$1.27M -$148K -6,019 -10%
UCFA
138
United Capital Financial Advisors
Texas
$1.26M -$94.9K -3,858 -7%
AFP
139
Ausdal Financial Partners
Iowa
$1.25M -$58.5K -2,375 -4%
FIM
140
Freedom Investment Management
Connecticut
$1.22M -$113K -4,599 -8%
Baird Financial Group
141
Baird Financial Group
Wisconsin
$1.2M -$194K -7,889 -14%
SPAS
142
Spectrum Planning & Advisory Services
California
$1.16M -$314K -12,765 -21%
SB
143
Strategic Blueprint
Georgia
$1.13M +$149K +6,047 +15%
NAM
144
NTV Asset Management
West Virginia
$1.11M -$111K -4,500 -9%
Creative Planning
145
Creative Planning
Kansas
$1.1M +$755K +30,669 +220%
ASN
146
Advisory Services Network
Georgia
$1.09M -$30.6K -1,244 -3%
MIAN
147
Mariner Independent Advisor Network
Kansas
$1.07M -$655K -26,604 -38%
AWM
148
Alterna Wealth Management
Texas
$1.05M -$304K -12,327 -22%
VAS
149
Vestmark Advisory Solutions
Massachusetts
$1.03M -$217K -8,798 -17%
MA
150
Mutual Advisors
Nebraska
$1.03M +$47.7K +1,939 +5%
4 5
6
7 8