FALN icon

iShares Fallen Angels USD Bond ETF
FALN

Overview Fund Activity

301 hedge funds and large institutions have $1.55B invested in iShares Fallen Angels USD Bond ETF in 2022 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 50 increasing their positions, 188 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
-5
Holders Change %
-1.63%
% of All Funds
4.86%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
47
Increased
50
Reduced
188
Closed
46
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPW
1
Parcion Private Wealth
Washington
$35.8M
2
MG
2
Mather Group
Illinois
$124M
3
AF
3
Allworth Financial
California
$18.7M
4
Millennium Management
4
Millennium Management
New York
$12.3M
5
Jane Street
5
Jane Street
New York
$32.7M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$361M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$241M
3
Wells Fargo
3
Wells Fargo
California
$623K
4
CIAS
4
CFS Investment Advisory Services
New Jersey
$1.37M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$9.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
WMR
201
Wealth Management Resources
Rhode Island
$318K +$16.6K +676 +6%
MFA
202
Mayflower Financial Advisors
Massachusetts
$317K -$187K -7,615 -37%
HF
203
HRT Financial
New York
$311K -$516K -20,989 -62%
KWM
204
Keebeck Wealth Management
Illinois
$311K -$58.9K -2,394 -16%
FCBT
205
First Citizens Bank & Trust
North Carolina
$308K +$8.3K +337 +3%
FWP
206
Firethorn Wealth Partners
Georgia
$295K -$269K -10,930 -48%
PIMG
207
Patriot Investment Management Group
Tennessee
$292K – – –
Rockefeller Capital Management
208
Rockefeller Capital Management
New York
$288K +$35.9K +1,460 +14%
TPWA
209
TRUE Private Wealth Advisors
Oregon
$280K -$394K -16,028 -58%
HWMA
210
Heritage Wealth Management (Arizona)
Arizona
$279K +$130K +5,298 +88%
RIA
211
Regal Investment Advisors
Michigan
$275K -$327K -13,302 -54%
WHCI
212
W.H. Cornerstone Investments
Massachusetts
$266K -$94.4K -3,697 -26%
VWM
213
Venturi Wealth Management
Texas
$262K -$238K -9,665 -48%
WWP
214
WR Wealth Planners
Missouri
$260K -$105K -4,256 -29%
SLWA
215
San Luis Wealth Advisors
California
$258K -$557K -22,583 -68%
CIAS
216
Capital Investment Advisory Services
North Carolina
$258K -$317K -12,894 -55%
TWP
217
Tempus Wealth Planning
California
$257K -$16.6K -673 -6%
PPC
218
Park Place Capital
Alabama
$253K +$253K +10,267 New
NA
219
NewEdge Advisors
Louisiana
$247K -$270K -108,377 -52%
WFAG
220
Worth Financial Advisory Group
North Carolina
$245K +$245K +9,960 New
IAIM
221
Industrial Alliance Investment Management
Quebec, Canada
$243K -$507K -20,576 -68%
SG
222
StoneX Group
New York
$241K -$33.3K -1,353 -12%
Northwestern Mutual Wealth Management
223
Northwestern Mutual Wealth Management
Wisconsin
$238K -$28.4K -1,156 -11%
FFA
224
Farther Finance Advisors
California
$236K +$236K +9,580 New
SL
225
SWMG LLC
Texas
$234K -$56.9K -2,311 -20%
7 8
9
10 11