FALN icon

iShares Fallen Angels USD Bond ETF
FALN

Overview Fund Activity

263 hedge funds and large institutions have $1.15B invested in iShares Fallen Angels USD Bond ETF in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 93 increasing their positions, 100 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
+1
Holders Change %
+0.38%
% of All Funds
3.83%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
31
Increased
93
Reduced
100
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$95.2M
2
Jane Street
2
Jane Street
New York
$12.6M
3
MG
3
Mather Group
Illinois
$190M
4
TC
4
Toews Corporation
New Jersey
$6.93M
5
Betterment LLC
5
Betterment LLC
New York
$12.7M

Top Sellers

1
Nomura Asset Management
1
Nomura Asset Management
Japan
$14.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$201K
3
Wells Fargo
3
Wells Fargo
California
$20.2K
4
RCS
4
Retirement Capital Strategies
California
$0
5
AIA
5
Angeles Investment Advisors
California
$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
126
LexAurum Advisors
Kansas
$620K +$80.7K +3,080 +15%
CFGS
127
Concourse Financial Group Securities
Alabama
$599K +$180K +6,880 +43%
SF
128
Symphony Financial
Texas
$593K +$1.71K +65 +0.3%
SPC
129
Sigma Planning Corp
Michigan
$590K +$206K +7,853 +54%
LWA
130
Lineweaver Wealth Advisors
Ohio
$586K -$2.46K -94 -0.4%
YWM
131
Yoder Wealth Management
California
$553K -$149K -5,700 -21%
AA
132
Ancora Advisors
Ohio
$552K +$14.2K +543 +3%
SA
133
Sanctuary Advisors
Indiana
$535K +$535K +20,379 New
DWT
134
Dorsey & Whitney Trust
South Dakota
$524K -$105K -4,000 -17%
BONH
135
Bank of New Hampshire
New Hampshire
$522K -$14.4K -548 -3%
Rockefeller Capital Management
136
Rockefeller Capital Management
New York
$519K -$41.6K -1,587 -7%
FCAM
137
First Citizens Asset Management
North Carolina
$516K -$1.6K -61 -0.3%
Wealthfront Advisers
138
Wealthfront Advisers
California
$507K -$507K -19,364 -50%
KWM
139
Kingsview Wealth Management
Oregon
$506K -$13.3K -508 -3%
NA
140
NewEdge Advisors
Louisiana
$496K -$377K -14,377 -43%
ACP
141
Aveo Capital Partners
Colorado
$494K +$62.9K +2,401 +15%
Northwestern Mutual Wealth Management
142
Northwestern Mutual Wealth Management
Wisconsin
$483K +$213K +8,133 +79%
DAS
143
Dynamic Advisor Solutions
Arizona
$470K +$17.4K +666 +4%
I
144
INVST
Indiana
$454K +$16.4K +630 +4%
TC
145
TownSquare Capital
Utah
$445K +$8.28K +316 +2%
Vontobel Holding
146
Vontobel Holding
Switzerland
$445K – – –
PCA
147
Prosperity Capital Advisors
Ohio
$443K +$115K +4,377 +35%
NWA
148
Navis Wealth Advisors
New York
$439K +$8.17K +312 +2%
IWM
149
IHT Wealth Management
Illinois
$434K -$37.6K -1,435 -8%
HFA
150
High Falls Advisors
New York
$430K -$6.05K -231 -1%
4 5
6
7 8