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iShares Fallen Angels USD Bond ETF

271 hedge funds and large institutions have $1.31B invested in iShares Fallen Angels USD Bond ETF in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 110 increasing their positions, 82 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 82

15% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 39

1.26% more ownership

Funds ownership: 67.31%68.57% (+1.3%)

4% more capital invested

Capital invested by funds: $1.25B → $1.31B (+$54.1M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1% less funds holding

Funds holding: 273271 (-2)

Holders
271
Holders Change
-2
Holders Change %
-0.73%
% of All Funds
3.57%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
45
Increased
110
Reduced
82
Closed
39
Calls
$27K
Puts
Net Calls
+$27K
Net Calls Change
+$27K
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
226
Fifth Third Bancorp
Ohio
$32.9K
ACA
227
Aptus Capital Advisors
Alabama
$32.6K +$2.6K +96 +9%
AWM
228
Angeles Wealth Management
California
$30.3K
TF
229
Tompkins Financial
New York
$25.4K +$25.7K +950 New
Wells Fargo
230
Wells Fargo
California
$24.2K -$27 -1 -0.1%
WWP
231
WR Wealth Planners
Missouri
$23.6K -$4.49K -166 -16%
MCM
232
MAI Capital Management
Ohio
$21.7K +$22K +812 New
GRP
233
Global Retirement Partners
California
$19.1K -$21K -775 -52%
EWA
234
EverSource Wealth Advisors
Alabama
$17.6K +$11.7K +434 +194%
CWP
235
Concord Wealth Partners
Virginia
$16.8K +$5.89K +218 +53%
WWM
236
Wolff Wiese Magana
California
$15.8K +$487 +18 +3%
HNB
237
Huntington National Bank
Ohio
$14.5K
AWM
238
Ameliora Wealth Management
Switzerland
$13.5K
BWL
239
Bogart Wealth LLC
Virginia
$12.9K
BTI
240
Blue Trust Inc
Georgia
$12.1K
SRCM
241
Signature Resources Capital Management
California
$11.7K
TWC
242
TD Waterhouse Canada
Ontario, Canada
$11.4K +$8.44K +312 +271%
AF
243
Advisornet Financial
Minnesota
$9.96K -$2.65K -98 -21%
FWP
244
FAS Wealth Partners
Kansas
$9.86K -$81 -3 -0.8%
CIA
245
Cape Investment Advisory
Georgia
$9.59K
MHR
246
Matthew Hamilton Rosenberg
$8.97K +$541 +20 +6%
NP
247
NorthRock Partners
Minnesota
$8.07K
DAM
248
Delta Asset Management
Tennessee
$7.72K
GSWM
249
Golden State Wealth Management
California
$5.1K +$5.14K +190 New
AIC
250
Archer Investment Corporation
Indiana
$3.79K

FALN Hedge Fund Activity: Q4 2024 in Review

271 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Fallen Angels USD Bond ETF (FALN) for Q4 2024, worth a combined $1.31B — up 4.3% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new FALN positions and 39 closed out — a net gain of 6 holders — while 110 added to existing stakes and 82 trimmed.

The largest buyer was Nomura Asset Management, adding an estimated $15.9M. The largest seller was Toews Corporation, exiting entirely with an estimated $7.23M sold.

  • 271 institutional investors held iShares Fallen Angels USD Bond ETF (FALN) as of Q4 2024, down from 273 in Q3 2024.
  • Funds reported $1.31B of iShares Fallen Angels USD Bond ETF stock for Q4 2024, up 4.3% quarter-over-quarter.
  • 45 funds opened new iShares Fallen Angels USD Bond ETF positions in Q4 2024 and 39 closed out, a net change of +6 holders.
  • The largest iShares Fallen Angels USD Bond ETF buyer in Q4 2024 was Nomura Asset Management, an estimated $15.9M added.
  • The largest iShares Fallen Angels USD Bond ETF seller in Q4 2024 was Toews Corporation, an estimated $7.23M sold.

Based on aggregated 13F filings for Q4 2024.