iShares Fallen Angels USD Bond ETF
FALN
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.
55% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 22
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
14% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 94
5% more capital invested
Capital invested by funds: $1.15B → $1.21B (+$62M)
2% more funds holding
Funds holding: 257 → 262 (+5)
5.18% less ownership
Funds ownership: 75.73% → 70.54% (-5.2%)
Top Buyers
| 1 |
Nomura Asset Management
Tokyo,
Japan
|
+$30.2M |
| 2 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
+$29.9M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$24.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$20.2M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$13.2M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$52M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$26.9M |
| 3 |
AFO
Allie Family Office
Miami,
Florida
|
-$24M |
| 4 |
TA
Tactive Advisors
Jacksonville,
Florida
|
-$11.5M |
| 5 |
DJSG
D.J. St. Germain
Springfield,
Massachusetts
|
-$6.44M |
FALN Hedge Fund Activity: Q1 2024 in Review
262 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Fallen Angels USD Bond ETF (FALN) for Q1 2024, worth a combined $1.21B — up 5.4% from $1.15B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new FALN positions and 22 closed out — a net gain of 12 holders — while 107 added to existing stakes and 94 trimmed.
The largest buyer was Nomura Asset Management, adding an estimated $30.2M. The largest seller was Morgan Stanley, cutting an estimated $52M.
- 262 institutional investors held iShares Fallen Angels USD Bond ETF (FALN) as of Q1 2024, up from 257 in Q4 2023.
- Funds reported $1.21B of iShares Fallen Angels USD Bond ETF stock for Q1 2024, up 5.4% quarter-over-quarter.
- 34 funds opened new iShares Fallen Angels USD Bond ETF positions in Q1 2024 and 22 closed out, a net change of +12 holders.
- The largest iShares Fallen Angels USD Bond ETF buyer in Q1 2024 was Nomura Asset Management, an estimated $30.2M added.
- The largest iShares Fallen Angels USD Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $52M sold.
Based on aggregated 13F filings for Q1 2024.