We are live on ! Find out more
FALN icon

iShares Fallen Angels USD Bond ETF

30 hedge funds and large institutions have $181M invested in iShares Fallen Angels USD Bond ETF in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

140% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 5

25% more funds holding

Funds holding: 2430 (+6)

10% more capital invested

Capital invested by funds: $165M → $181M (+$16.1M)

41.15% less ownership

Funds ownership: 210.34%169.19% (-41%)

Holders
30
Holders Change
+6
Holders Change %
+25%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
12
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$150M
AssetMark Inc
2
AssetMark Inc
California
$7.64M +$6.63M +251,586 +710%
GI
3
Gradient Investments
Minnesota
$4.57M +$828K +31,429 +22%
FIM
4
Freedom Investment Management
Connecticut
$3.82M -$192K -7,305 -5%
Jane Street
5
Jane Street
New York
$3.5M +$3.47M +131,524 New
CW
6
CreativeOne Wealth
Kansas
$3.09M +$2.57M +97,704 +529%
GFPC
7
Global Financial Private Capital
Florida
$1.17M +$1.15M +43,824 New
FWM
8
Foresight Wealth Management
Utah
$926K +$16.7K +633 +2%
Bank of America
9
Bank of America
North Carolina
$832K +$86.5K +3,282 +12%
CF
10
Centaurus Financial
California
$823K +$791K +30,016 +3,298%
Citadel Advisors
11
Citadel Advisors
Florida
$779K -$618K -23,457 -44%
DP
12
Denver PWM
Colorado
$701K +$119K +4,506 +20%
IFWM
13
Institute for Wealth Management
Colorado
$493K +$26.5K +1,007 +6%
AG
14
Advisor Group
Arizona
$490K -$17.9K -679 -4%
LPL Financial
15
LPL Financial
California
$408K +$175K +6,644 +76%
SMG
16
Smart Money Group
Texas
$354K +$351K +13,304 New
WI
17
WrapManager Inc
California
$335K +$332K +12,605 New
GM
18
GeoWealth Management
Illinois
$312K +$309K +11,721 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$287K +$161K +6,120 +131%
CPO
20
Cerity Partners OCIO
New York
$247K
US Bancorp
21
US Bancorp
Minnesota
$214K +$35K +1,329 +20%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$131K +$79.7K +3,023 +159%
DWM
23
Destination Wealth Management
California
$87K
FGAM
24
Financial Gravity Asset Management
Texas
$27K -$27.8K -1,055 -51%
FCA
25
FinTrust Capital Advisors
South Carolina
$18K