FALN icon

iShares Fallen Angels USD Bond ETF
FALN

Overview Fund Activity

262 hedge funds and large institutions have $1.21B invested in iShares Fallen Angels USD Bond ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 107 increasing their positions, 94 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
262
Holders Change
+5
Holders Change %
+1.95%
% of All Funds
3.8%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
34
Increased
107
Reduced
94
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Nomura Asset Management
1
Nomura Asset Management
Japan
$62.5M
2
AIA
2
Angeles Investment Advisors
California
$30.2M
3
Ameriprise
3
Ameriprise
Minnesota
$29.5M
4
Bank of America
4
Bank of America
North Carolina
$143M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$20.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$51.4M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$37.7M
3
AFO
3
Allie Family Office
Florida
$245K
4
TA
4
Tactive Advisors
Florida
$1.15M
5
DJSG
5
D.J. St. Germain
Massachusetts
$1.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPL
176
CAP Partners LLC
Tennessee
$304K +$7.12K +265 +2%
SB
177
Strategic Blueprint
Georgia
$304K +$35.9K +1,336 +13%
CCWA
178
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$290K -$1.91K -71 -0.7%
CCAL
179
City Center Advisors LLC
Michigan
$288K +$288K +10,704 New
Corient Private Wealth
180
Corient Private Wealth
Florida
$283K -$42.7K -1,588 -13%
WS
181
Wedbush Securities
California
$282K -$14.7K -546 -5%
PIMG
182
Patriot Investment Management Group
Tennessee
$279K -$14.9K -555 -5%
AWA
183
Arete Wealth Advisors
Illinois
$277K +$27 +1 +0%
Northwestern Mutual Wealth Management
184
Northwestern Mutual Wealth Management
Wisconsin
$277K +$30.5K +1,135 +12%
QPWM
185
Quadrant Private Wealth Management
Pennsylvania
$274K +$42.5K +1,581 +18%
VWM
186
VCI Wealth Management
Missouri
$272K -$269 -10 -0.1%
PA
187
Parallel Advisors
California
$268K -$1.34K -50 -0.5%
AAS
188
Avantax Advisory Services
Texas
$255K +$14.9K +553 +6%
KFS
189
Kelly Financial Services
Massachusetts
$252K +$205K +7,640 +434%
WFAG
190
Worth Financial Advisory Group
North Carolina
$249K – – –
AFO
191
Allie Family Office
Florida
$245K -$24.3M -903,078 -99%
AA
192
AlphaCentric Advisors
Puerto Rico
$240K +$63K +2,346 +36%
ACM
193
Absolute Capital Management
Pennsylvania
$236K +$19.6K +731 +9%
PFS
194
Prospera Financial Services
Texas
$235K -$4.89K -182 -2%
IGWM
195
ICA Group Wealth Management
Colorado
$223K +$269 +10 +0.1%
WEG
196
World Equity Group
Illinois
$223K +$223K +8,295 New
MOS
197
MGO One Seven
Ohio
$222K -$714K -26,585 -76%
BRIA
198
Balanced Rock Investment Advisors
Massachusetts
$220K +$220K +8,194 New
SPIA
199
Steward Partners Investment Advisory
New York
$210K +$210K +7,812 +32,550%
SWM
200
Spire Wealth Management
Virginia
$210K -$36.6K -1,361 -15%
6 7
8
9 10