FALN icon

iShares Fallen Angels USD Bond ETF

272 hedge funds and large institutions have $1.25B invested in iShares Fallen Angels USD Bond ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 109 increasing their positions, 102 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
+9
Holders Change %
+3.42%
% of All Funds
3.94%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
28
Increased
109
Reduced
102
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Vontobel Holding
151
Vontobel Holding
Switzerland
$465K
JC
152
JB Capital
Connecticut
$460K -$391K -14,317 -46%
TC
153
TownSquare Capital
Utah
$458K -$6.56K -240 -1%
QPWM
154
Quadrant Private Wealth Management
Pennsylvania
$454K +$133K +4,866 +42%
Mariner
155
Mariner
Kansas
$442K -$241K -8,804 -35%
SCA
156
Snowden Capital Advisors
New York
$418K +$13.6K +497 +3%
AAS
157
Avantax Advisory Services
Texas
$414K +$149K +5,448 +56%
Rockefeller Capital Management
158
Rockefeller Capital Management
New York
$409K -$132K -4,835 -24%
ASN
159
Advisory Services Network
Georgia
$379K
OP
160
ORG Partners
Indiana
$378K +$206K +7,519 +119%
PI
161
PFG Investments
New York
$377K +$377K +13,778 New
CCAL
162
City Center Advisors LLC
Michigan
$375K +$82.1K +3,003 +28%
FAIM
163
Financial Advocates Investment Management
Washington
$358K -$6.23K -228 -2%
USCWA
164
U.S. Capital Wealth Advisors
Texas
$357K +$2.08K +76 +0.6%
AWA
165
Arkadios Wealth Advisors
Georgia
$343K -$301 -11 -0.1%
NAM
166
NTV Asset Management
West Virginia
$335K -$13.7K -500 -4%
MP
167
McDonald Partners
Ohio
$328K +$219 +8 +0.1%
DW30
168
Drucker Wealth 3.0
New Jersey
$312K -$44.3K -1,621 -12%
SXL
169
Summit X LLC
Missouri
$299K -$15.4K -587 -5%
SP
170
Sequent Planning
Nebraska
$292K +$292K +10,697 New
PCA
171
Prosperity Capital Advisors
Ohio
$287K -$175K -6,386 -38%
WS
172
Wedbush Securities
California
$286K +$30.3K +1,106 +12%
PIMG
173
Patriot Investment Management Group
Tennessee
$284K
HI
174
Harbour Investments
Wisconsin
$278K -$38.6K -1,412 -12%
PA
175
Parallel Advisors
California
$271K -$1.83K -67 -0.7%