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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
T
251
Transce3nd
Texas
$3.34K +$3.38K +125 New
CA
252
CoreCap Advisors
Michigan
$3.27K
PCWA
253
Pacific Capital Wealth Advisors
California
$3.01K +$54 +2 +2%
OSAM
254
O'Shaughnessy Asset Management
Connecticut
$2K +$2.03K +75 New
GWANC
255
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.95K +$1.97K +73 New
NFSG
256
Newbridge Financial Services Group
Florida
$1.84K
GM
257
GeoWealth Management
Illinois
$1.6K -$3.32M -122,751 -100%
TAM
258
Tucker Asset Management
Colorado
$1.55K -$1.54K -57 -50%
Q1WB
259
Quest 10 Wealth Builders
Virginia
$1.52K +$1.54K +57 New
VWM
260
Venturi Wealth Management
Texas
$1.31K
PPC
261
Park Place Capital
Alabama
$1.12K
CAL
262
Capital Analysts LLC
Pennsylvania
$1K -$5.65K -209 -87%
S
263
SignatureFD
Georgia
$988 -$838 -31 -46%
William Blair & Company
264
William Blair & Company
Illinois
$962 -$1.7K -63 -64%
NMG
265
New Millennium Group
Utah
$881 +$892 +33 New
CFD
266
Creative Financial Designs
Indiana
$801 -$5.95K -220 -88%
AAP
267
Arax Advisory Partners
Colorado
$668 +$676 +25 New
AG
268
AmeriFlex Group
Nevada
$657 +$649 +24 New
DFA
269
DHJJ Financial Advisors
Illinois
$268
RWS
270
Retirement Wealth Solutions
Wisconsin
$123 +$135 +5 New
BNP Paribas Financial Markets
271
BNP Paribas Financial Markets
France
$80 -$460 -17 -85%
EPW
272
Endeavor Private Wealth
Kansas
$71 +$81 +3 New
SAM
273
Synergy Asset Management
Washington
$18 +$27 +1 New
SFA
274
Semmax Financial Advisors
North Carolina
$13
TC
275
Toews Corporation
New Jersey
-$7.23M -264,500 Closed

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.