FALN icon

iShares Fallen Angels USD Bond ETF
FALN

Overview Fund Activity

283 hedge funds and large institutions have $2.77B invested in iShares Fallen Angels USD Bond ETF in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 172 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
+39
Holders Change %
+15.98%
% of All Funds
4.97%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.32%
New
50
Increased
172
Reduced
45
Closed
9
Calls
$295K
Puts
$497K
Net Calls
-$202K
Net Calls Change
+$302K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$696M
2
Wells Fargo
2
Wells Fargo
California
$89.2M
3
SCM
3
SCS Capital Management
Massachusetts
$49.6M
4
LPL Financial
4
LPL Financial
California
$152M
5
RH
5
RenaissanceRe Holdings
Bermuda
$25M

Top Sellers

1
MC
1
McMorgan & Co
California
$0
2
Jane Street
2
Jane Street
New York
$0
3
WP
3
WealthShield Partners
North Carolina
$6.03M
4
KFS
4
Kelly Financial Services
Massachusetts
$478K
5
5L
5
55I LLC
Massachusetts
$42.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
176
IFP Advisors
Florida
$889K +$254K +8,367 +40%
DWT
177
Dorsey & Whitney Trust
South Dakota
$873K +$90.3K +3,000 +12%
RFG
178
Range Financial Group
Oregon
$843K +$114K +3,776 +16%
NWA
179
Navis Wealth Advisors
New York
$829K +$6.27K +208 +0.8%
BAAM
180
Baker Avenue Asset Management
California
$811K +$811K +26,967 New
CRWM
181
Castle Rock Wealth Management
California
$806K +$10.9K +358 +1%
MA
182
Mutual Advisors
Nebraska
$797K +$357K +11,858 +81%
CAS
183
Cascadia Advisory Services
Oregon
$796K +$445K +14,780 +127%
LA
184
LexAurum Advisors
Kansas
$781K +$430K +14,260 +122%
BTWM
185
Baker Tilly Wealth Management
Wisconsin
$761K +$356K +11,809 +88%
SAM
186
Secure Asset Management
Michigan
$743K +$96.3K +3,198 +15%
SS
187
Sunbelt Securities
Texas
$704K – – –
MYIA
188
Mount Yale Investment Advisors
Colorado
$702K +$80.3K +2,667 +13%
VC
189
Veracity Capital
Georgia
$674K +$36.2K +1,202 +6%
PCG
190
Private Capital Group
Connecticut
$664K +$79.2K +2,630 +14%
TPWA
191
TRUE Private Wealth Advisors
Oregon
$653K +$131K +4,346 +25%
WP
192
WealthPLAN Partners
Nebraska
$653K +$346K +11,648 +113%
VWM
193
Venturi Wealth Management
Texas
$651K -$65.4K -2,171 -9%
NCM
194
Northwest Capital Management
Oregon
$646K +$646K +21,574 New
Citigroup
195
Citigroup
New York
$644K +$120K +3,992 +23%
SXL
196
Summit X LLC
Missouri
$596K +$222K +7,390 +59%
TPA
197
Trivium Point Advisory
Connecticut
$587K +$61.7K +2,061 +12%
RIM
198
Rockbridge Investment Management
New York
$584K – – –
RSWM
199
Robertson Stephens Wealth Management
California
$579K -$4.34K -144 -0.7%
FHA
200
First Horizon Advisors
Tennessee
$578K +$259K +8,633 +81%
6 7
8
9 10