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iShares Fallen Angels USD Bond ETF
FALN

277 hedge funds and large institutions have $1.55B invested in iShares Fallen Angels USD Bond ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 130 increasing their positions, 69 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

9,340% more call options, than puts

Call options by funds: $472K | Put options by funds: $5K

88% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 69

55% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 20

19% more capital invested

Capital invested by funds: $1.31B → $1.55B (+$245M)

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

4.49% more ownership

Funds ownership: 68.57% → 73.07% (+4.5%)

2% more funds holding

Funds holding: 271 → 277 (+6)

Holders
277
Holders Change
+6
Holders Change %
+2.21%
% of All Funds
3.71%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
31
Increased
130
Reduced
69
Closed
20
Calls
$472K
Puts
$5K
Net Calls
+$467K
Net Calls Change
+$440K

Top Buyers

1
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$60.9M
2
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$53.9M
3
Bank of America
Bank of America
North Carolina
+$21M
4
Jane Street
Jane Street
New York
+$15.4M
5
MG
Mather Group
Illinois
+$15.3M

Top Sellers

1
Nomura Asset Management
Nomura Asset Management
Japan
-$18.1M
2
SWP
Stratos Wealth Partners
Ohio
-$6.15M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$5.08M
4
IAA
Independent Advisor Alliance
North Carolina
-$4.28M
5
BCI
Brinker Capital Investments
Pennsylvania
-$2.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
251
Blue Trust Inc
Georgia
$12.1K – – –
SRCM
252
Signature Resources Capital Management
California
$11.7K – – –
AF
253
Advisornet Financial
Minnesota
$9.99K – – –
FWP
254
FAS Wealth Partners
Kansas
$9.99K +$108 +4 +1%
CIA
255
Cape Investment Advisory
Georgia
$9.62K – – –
MHR
256
Matthew Hamilton Rosenberg
$9K – – –
Wells Fargo
257
Wells Fargo
California
$8K -$16.3K -605 -67%
DAM
258
Delta Asset Management
Tennessee
$7.74K – – –
OSAM
259
O'Shaughnessy Asset Management
Connecticut
$7.05K +$5.06K +188 +251%
EWA
260
EverSource Wealth Advisors
Alabama
$5.94K -$11.7K -436 -66%
GSWM
261
Golden State Wealth Management
California
$5.17K +$54 +2 +1%
WPA
262
West Paces Advisors
Georgia
$4.31K +$4.34K +161 New
SAM
263
Smartleaf Asset Management
Massachusetts
$3.88K +$3.88K +144 New
AIC
264
Archer Investment Corporation
Indiana
$3.8K – – –
AAP
265
Arax Advisory Partners
Colorado
$2.6K +$1.94K +72 +288%
CFD
266
Creative Financial Designs
Indiana
$2.09K +$1.29K +48 +160%
GWANC
267
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.96K – – –
NFSG
268
Newbridge Financial Services Group
Florida
$1.85K – – –
BNP Paribas Financial Markets
269
BNP Paribas Financial Markets
France
$1.63K +$1.56K +58 +1,933%
Q1WB
270
Quest 10 Wealth Builders
Virginia
$1.5K -$27 -1 -2%
PPC
271
Park Place Capital
Alabama
$1.13K – – –
S
272
SignatureFD
Georgia
$991 – – –
William Blair & Company
273
William Blair & Company
Illinois
$964 – – –
CIAS
274
Capital Investment Advisory Services
North Carolina
$830 +$835 +31 New
RF
275
Rossby Financial
Florida
$686 +$700 +26 New
8 9 10
11
12

FALN Hedge Fund Activity: Q1 2025 in Review

277 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares Fallen Angels USD Bond ETF (FALN) for Q1 2025, worth a combined $1.55B — up 19% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FALN positions and 20 closed out — a net gain of 11 holders — while 130 added to existing stakes and 69 trimmed.

The largest buyer was State of Tennessee, Department of Treasury, adding an estimated $60.9M. The largest seller was Nomura Asset Management, cutting an estimated $18.1M.

  • 277 institutional investors held iShares Fallen Angels USD Bond ETF (FALN) as of Q1 2025, up from 271 in Q4 2024.
  • Funds reported $1.55B of iShares Fallen Angels USD Bond ETF stock for Q1 2025, up 19% quarter-over-quarter.
  • 31 funds opened new iShares Fallen Angels USD Bond ETF positions in Q1 2025 and 20 closed out, a net change of +11 holders.
  • The largest iShares Fallen Angels USD Bond ETF buyer in Q1 2025 was State of Tennessee, Department of Treasury, an estimated $60.9M added.
  • The largest iShares Fallen Angels USD Bond ETF seller in Q1 2025 was Nomura Asset Management, an estimated $18.1M sold.

Based on aggregated 13F filings for Q1 2025.