FALN icon

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.

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 %
DI
201
DFPG Investments
Utah
$307K +$307K +12,041 New
PAMG
202
Patton Albertson Miller Group
Tennessee
$306K -$391K -15,419 -56%
MFA
203
Mayflower Financial Advisors
Massachusetts
$304K +$7.89K +311 +3%
OWA
204
Outlook Wealth Advisors
Texas
$291K +$291K +11,465 New
KWM
205
Keebeck Wealth Management
Illinois
$289K -$431 -17 -0.1%
WA
206
Wealth Alliance
New York
$285K +$6.34K +250 +2%
AWE
207
Avidian Wealth Enterprises
Texas
$281K +$11.5K +455 +4%
PPC
208
Park Place Capital
Alabama
$281K +$5.96K +235 +2%
PIMG
209
Patriot Investment Management Group
Tennessee
$277K – – –
WS
210
Wedbush Securities
California
$275K +$57.6K +2,269 +26%
MHB
211
Midwest Heritage Bank
Iowa
$272K -$29.5K -1,163 -10%
PFGIA
212
Patriot Financial Group Insurance Agency
Massachusetts
$268K -$44K -1,735 -14%
FWP
213
Firethorn Wealth Partners
Georgia
$262K +$7.99K +315 +3%
GAA
214
Global Assets Advisory
Florida
$254K +$254K +9,997 New
BTWM
215
Baker Tilly Wealth Management
Wisconsin
$252K -$11.6K -456 -4%
WFAG
216
Worth Financial Advisory Group
North Carolina
$250K – – –
SFO
217
Stokes Family Office
Louisiana
$238K -$64.1K -2,527 -21%
TPWA
218
TRUE Private Wealth Advisors
Oregon
$233K -$52.9K -2,084 -19%
AFO
219
Allie Family Office
Florida
$231K – – –
Wealthfront Advisers
220
Wealthfront Advisers
California
$229K +$5.89K +232 +3%
SL
221
SWMG LLC
Texas
$227K -$7.94K -313 -3%
TWP
222
Tempus Wealth Planning
California
$227K -$18.4K -725 -8%
WWP
223
WR Wealth Planners
Missouri
$226K -$28.8K -1,134 -11%
SFS
224
Security Financial Services
Indiana
$224K +$9.31K +367 +4%
Rockefeller Capital Management
225
Rockefeller Capital Management
New York
$222K -$46.5K -1,831 -17%
7 8
9
10 11