FALN icon

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 %
ASN
126
Advisory Services Network
Georgia
$797K +$133K +5,253 +20%
WBCM
127
Wilson & Boucher Capital Management
California
$794K -$17.8K -700 -2%
IA
128
Insight Advisors
Pennsylvania
$780K +$5K +197 +0.6%
WIA
129
World Investment Advisors
California
$775K +$86.1K +3,395 +13%
DWT
130
Dorsey & Whitney Trust
South Dakota
$761K -$152K -6,000 -17%
DE
131
Day & Ennis
Georgia
$746K -$58.2K -2,294 -7%
SS
132
Sunbelt Securities
Texas
$742K +$170K +6,720 +30%
YWM
133
Yoder Wealth Management
California
$737K +$99.5K +3,920 +16%
Citigroup
134
Citigroup
New York
$736K +$217K +8,558 +42%
HI
135
Harbour Investments
Wisconsin
$723K -$16.6K -654 -2%
KFSC
136
Keystone Financial Services (Colorado)
Colorado
$712K +$16.2K +639 +2%
WP
137
WealthSource Partners
California
$709K -$117K -4,617 -14%
FCAM
138
First Citizens Asset Management
North Carolina
$707K -$4.77K -188 -0.7%
SB
139
Strategic Blueprint
Georgia
$695K +$334K +13,152 +92%
MA
140
Mutual Advisors
Nebraska
$685K -$82.3K -3,243 -11%
WWM
141
Wolff Wiese Magana
California
$672K +$5.99K +236 +0.9%
DI
142
DDFG Inc
California
$662K +$132K +5,205 +25%
HighTower Advisors
143
HighTower Advisors
Illinois
$650K +$229K +9,396 +55%
MOS
144
MGO One Seven
Ohio
$636K -$429K -16,929 -40%
Baird Financial Group
145
Baird Financial Group
Wisconsin
$635K +$5.61K +221 +0.9%
BHWM
146
Bay Harbor Wealth Management
Maryland
$622K -$4.44K -175 -0.7%
BONH
147
Bank of New Hampshire
New Hampshire
$617K -$101 -4 -0%
US Bancorp
148
US Bancorp
Minnesota
$615K +$44.1K +1,738 +8%
FIA
149
Foundations Investment Advisors
Arizona
$606K +$56.5K +2,226 +10%
CWM
150
Centurion Wealth Management
Virginia
$602K +$5.81K +229 +1%
4 5
6
7 8