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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 %
CCWA
176
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$469K -$121K -4,776 -21%
AssetMark Inc
177
AssetMark Inc
California
$443K -$4.09K -161 -0.9%
SPC
178
Sigma Planning Corp
Michigan
$436K -$108K -4,240 -20%
GSEP
179
Golden State Equity Partners
California
$423K +$423K +16,692 New
MWM
180
Mission Wealth Management
California
$391K +$391K +15,418 New
GWM
181
Geneos Wealth Management
Colorado
$383K +$254K +10,012 +196%
Vontobel Holding
182
Vontobel Holding
Switzerland
$381K – – –
NCM
183
Northwest Capital Management
Oregon
$373K -$20.9K -823 -5%
KWS
184
Keystone Wealth Services
California
$372K +$11.7K +463 +3%
CWA
185
Clearview Wealth Advisors
Oregon
$363K -$37.3K -1,470 -9%
IA
186
IFP Advisors
Florida
$363K -$188K -7,408 -34%
IWM
187
IHT Wealth Management
Illinois
$355K +$660 +26 +0.2%
NWA
188
Navis Wealth Advisors
New York
$354K +$4.69K +185 +1%
HPM
189
Hoxton Planning & Management
West Virginia
$354K -$116K -4,567 -25%
TWM
190
Tradition Wealth Management
Minnesota
$352K +$8.44K +333 +2%
AAM
191
Advisors Asset Management
Colorado
$349K +$8.02K +316 +2%
CFG
192
Cooper Financial Group
California
$346K +$25 +1 +0%
FFA
193
Farther Finance Advisors
California
$344K +$38.2K +1,505 +12%
AWA
194
Arete Wealth Advisors
Illinois
$344K -$21.5K -850 -6%
SIS
195
Strategic Investment Solutions
Illinois
$343K -$119K -4,758 -26%
KPWS
196
Kestra Private Wealth Services
Texas
$343K -$3.48K -137 -1%
IA
197
IFG Advisory
Georgia
$337K -$38.6K -1,522 -10%
AIP
198
Almanack Investment Partners
Pennsylvania
$334K +$334K +13,161 New
CFD
199
Creative Financial Designs
Indiana
$319K -$22.5K -888 -7%
SMH
200
Sanders Morris Harris
Texas
$312K +$312K +12,315 New
6 7
8
9 10