FALN icon

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.

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

Top Sellers

1
CIAS
CFS Investment Advisory Services
New Jersey
$5.57M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$599M
3
BlackRock
BlackRock
New York
$142M
4
5L
55I LLC
Massachusetts
$0
5
Jane Street
Jane Street
New York
$60.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
176
Trek Financial
Arizona
$736K -$304K -12,355 -29%
CFG
177
Cooper Financial Group
California
$736K -$53.5K -2,172 -7%
LWAC
178
Laurel Wealth Advisors (California)
California
$706K +$138K +5,601 +24%
RFG
179
Range Financial Group
Oregon
$687K -$40.6K -1,651 -6%
CF
180
Centaurus Financial
California
$670K -$333K -13,520 -33%
CRWM
181
Castle Rock Wealth Management
California
$666K -$31.3K -1,255 -4%
CIAS
182
Capital Investment Advisory Services
North Carolina
$658K -$482K -19,598 -42%
US Bancorp
183
US Bancorp
Minnesota
$656K +$9.99K +406 +2%
I
184
INVST
Indiana
$635K -$285K -10,969 -31%
SF
185
Symphony Financial
Texas
$635K -$11.6K -472 -2%
WEG
186
World Equity Group
Illinois
$599K -$28.5K -1,157 -5%
OFG
187
OmniStar Financial Group
North Carolina
$596K -$6.4K -260 -1%
SPI
188
Sutton Place Investors
New York
$590K -$23.6K -958 -4%
VWM
189
Venturi Wealth Management
Texas
$573K -$132K -5,358 -19%
MYIA
190
Mount Yale Investment Advisors
Colorado
$565K -$145K -5,906 -20%
FWP
191
Firethorn Wealth Partners
Georgia
$565K -$143K -5,587 -20%
Northwestern Mutual Wealth Management
192
Northwestern Mutual Wealth Management
Wisconsin
$557K +$138K +5,604 +33%
CCFM
193
Clear Creek Financial Management
Washington
$552K -$505K -20,537 -48%
DF
194
Donoghue Forlines
Massachusetts
$552K -$234K -9,518 -30%
Comerica Bank
195
Comerica Bank
Texas
$549K -$2.16K -86 -0.4%
FWM
196
Foresight Wealth Management
Utah
$520K -$257K -10,457 -33%
FCBT
197
First Citizens Bank & Trust
North Carolina
$520K -$21.9K -892 -4%
Citadel Advisors
198
Citadel Advisors
Florida
$519K +$519K +21,084 New
RIG
199
Roosevelt Investment Group
New York
$494K +$19.7K +801 +4%
APC
200
Aspire Private Capital
North Carolina
$493K -$3.57K -145 -0.7%
6 7
8
9 10