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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
IWP
51
Insight Wealth Partners
Texas
$3.29M +$424K +15,680 +15%
GMA
52
Glassy Mountain Advisors
Maryland
$3.2M +$293K +10,837 +10%
BCI
53
Brinker Capital Investments
Pennsylvania
$3.05M -$118K -4,380 -4%
OPS
54
Orion Portfolio Solutions
Nebraska
$3.05M -$118K -4,380 -4%
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$3.05M +$82.1K +3,037 +3%
BAAM
56
Baker Avenue Asset Management
California
$2.99M -$2.86M -105,912 -49%
Cerity Partners
57
Cerity Partners
New York
$2.97M -$46.6K -1,725 -2%
Citigroup
58
Citigroup
New York
$2.95M +$62.9K +2,327 +2%
IP
59
Ignite Planners
California
$2.91M +$130K +4,824 +5%
OAS
60
Optivise Advisory Services
Tennessee
$2.7M -$1.38M -50,885 -33%
PBF
61
Petix & Botte Financial
California
$2.7M +$2.73M +101,109 New
MWG
62
Martin Worley Group
Utah
$2.65M +$2.68M +99,183 New
US Bancorp
63
US Bancorp
Minnesota
$2.63M +$930K +34,407 +54%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$2.6M -$4.51M -166,747 -63%
PAS
65
Park Avenue Securities
New York
$2.57M -$289K -10,675 -10%
IPW
66
Impact Partnership Wealth
Georgia
$2.52M +$175K +6,468 +7%
CPG
67
Cornerstone Planning Group
New Jersey
$2.51M +$48.3K +1,786 +2%
Allianz Asset Management
68
Allianz Asset Management
Germany
$2.5M +$2.53M +93,500 New
MNA
69
Manning & Napier Advisors
New York
$2.45M -$451K -16,674 -15%
DLCIG
70
D.L. Carlson Investment Group
New Hampshire
$2.29M +$38.7K +1,430 +2%
UFA
71
US Financial Advisors
Massachusetts
$2.13M +$4.05K +150 +0.2%
FAM
72
Forte Asset Management
New York
$2.08M
VCM
73
Virtue Capital Management
Tennessee
$2M +$128K +4,729 +7%
FCBT
74
First Citizens Bank & Trust
North Carolina
$1.97M +$568K +21,003 +40%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$1.96M +$1.19M +44,059 +150%

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.