FALN icon

iShares Fallen Angels USD Bond ETF
FALN

Overview Fund Activity

336 hedge funds and large institutions have $4.58B invested in iShares Fallen Angels USD Bond ETF in 2021 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 201 increasing their positions, 42 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+53
Holders Change %
+18.73%
% of All Funds
5.19%
Holding in Top 10
32
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+77.78%
% of All Funds
0.49%
New
83
Increased
201
Reduced
42
Closed
24
Calls
$291K
Puts
–
Net Calls
+$291K
Net Calls Change
+$493K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.26B
2
BlackRock
2
BlackRock
New York
$303M
3
LPL Financial
3
LPL Financial
California
$267M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$145M
5
Bank of America
5
Bank of America
North Carolina
$135M

Top Sellers

1
AIA
1
Angeles Investment Advisors
California
$89.6M
2
AP
2
Advisors Preferred
Maryland
$0
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$1.25M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
Barclays
5
Barclays
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RSWM
201
Robertson Stephens Wealth Management
California
$1.06M +$485K +16,186 +84%
GFPC
202
Global Financial Private Client
Florida
$1.02M +$473K +15,773 +86%
FAIM
203
Financial Advocates Investment Management
Washington
$1M -$741K -24,750 -42%
CPO
204
Cerity Partners OCIO
New York
$1M -$17.6K -588 -2%
SXL
205
Summit X LLC
Missouri
$959K +$364K +12,133 +61%
JSW
206
Journey Strategic Wealth
New Jersey
$933K +$933K +31,118 New
DWT
207
Dorsey & Whitney Trust
South Dakota
$929K +$59.9K +2,000 +7%
VC
208
Veracity Capital
Georgia
$921K +$250K +8,343 +37%
WFC
209
Western Financial Corp
California
$908K +$12.6K +419 +1%
BAAM
210
Baker Avenue Asset Management
California
$904K +$95.4K +3,182 +12%
SL
211
SWMG LLC
Texas
$885K +$422K +14,085 +91%
SAM
212
Secure Asset Management
Michigan
$867K +$127K +4,240 +17%
RFG
213
Range Financial Group
Oregon
$855K +$15.9K +531 +2%
NWA
214
Navis Wealth Advisors
New York
$834K +$9.11K +304 +1%
BCI
215
Brinker Capital Investments
Pennsylvania
$828K +$828K +27,638 New
CRWM
216
Castle Rock Wealth Management
California
$816K +$40K +1,369 +5%
AWM
217
Apollon Wealth Management
South Carolina
$805K +$805K +26,858 New
TPA
218
Trivium Point Advisory
Connecticut
$775K +$187K +6,250 +32%
HWM
219
Hohimer Wealth Management
Washington
$735K +$735K +24,534 New
LA
220
Latitude Advisors
Florida
$701K +$211K +7,053 +43%
VAS
221
Vestmark Advisory Solutions
Massachusetts
$700K +$383K +12,778 +121%
AssetMark Inc
222
AssetMark Inc
California
$666K -$8.22M -274,029 -93%
OFG
223
OmniStar Financial Group
North Carolina
$662K +$147K +4,897 +28%
LA
224
LexAurum Advisors
Kansas
$659K -$118K -3,948 -15%
RIM
225
Rockbridge Investment Management
New York
$653K +$71.8K +2,394 +12%
7 8
9
10 11