We are live on ! Find out more
FALN icon

iShares Fallen Angels USD Bond ETF

271 hedge funds and large institutions have $1.27B invested in iShares Fallen Angels USD Bond ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 88 increasing their positions, 105 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

0.43% more ownership

Funds ownership: 73.07%73.49% (+0.43%)

6% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 31

2% less funds holding

Funds holding: 277271 (-6)

16% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 105

18% less capital invested

Capital invested by funds: $1.55B → $1.27B (-$277M)

Holders
271
Holders Change
-6
Holders Change %
-2.17%
% of All Funds
3.57%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
29
Increased
88
Reduced
105
Closed
31
Calls
$320K
Puts
Net Calls
+$320K
Net Calls Change
-$147K
Name Holding Trade Value Shares
Change
Change in
Stake
HFA
51
Hershey Financial Advisers
Pennsylvania
$3.75M +$3.65M +138,261 New
IWP
52
Insight Wealth Partners
Texas
$3.64M +$146K +5,555 +4%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$3.6M -$4.46M -168,948 -56%
MWG
54
Martin Worley Group
Utah
$3.59M +$382K +14,484 +12%
OMC
55
Old Mission Capital
Illinois
$3.54M +$1.85M +70,131 +116%
KIA
56
Kraematon Investment Advisors
Massachusetts
$3.52M +$55.3K +2,096 +2%
Invesco
57
Invesco
Georgia
$3.49M -$522K -19,796 -13%
KAS
58
Kestra Advisory Services
Texas
$3.48M +$1.48M +56,295 +78%
IP
59
Ignite Planners
California
$3.48M +$225K +8,523 +7%
DWM
60
Diversify Wealth Management
Utah
$3.38M +$95K +3,603 +3%
Allianz Asset Management
61
Allianz Asset Management
Germany
$3.37M
GMA
62
Glassy Mountain Advisors
Maryland
$3.3M +$39.4K +1,494 +1%
Jane Street
63
Jane Street
New York
$3.27M -$11.9M -450,722 -79%
US Bancorp
64
US Bancorp
Minnesota
$2.95M +$268K +10,165 +10%
MG
65
Mather Group
Illinois
$2.8M -$265M -10,030,534 -99%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$2.75M -$151K -5,733 -5%
CPG
67
Cornerstone Planning Group
New Jersey
$2.72M +$177K +6,699 +7%
Cerity Partners
68
Cerity Partners
New York
$2.67M -$225K -8,539 -8%
Renaissance Technologies
69
Renaissance Technologies
New York
$2.63M +$2.08M +78,884 +433%
MNA
70
Manning & Napier Advisors
New York
$2.58M +$105K +3,999 +4%
Citigroup
71
Citigroup
New York
$2.46M -$203K -7,708 -8%
UCFA
72
United Capital Financial Advisors
Texas
$2.29M -$3.97M -150,614 -64%
FCBT
73
First Citizens Bank & Trust
North Carolina
$2.21M +$2.48K +94 +0.1%
AI
74
AXS Investments
New York
$2.16M +$2.1M +79,452 New
FAM
75
Forte Asset Management
New York
$2.13M +$12.7K +481 +0.6%

FALN Hedge Fund Activity: Q2 2025 in Review

271 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares Fallen Angels USD Bond ETF (FALN) for Q2 2025, worth a combined $1.27B — down 18% from $1.55B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of FALN and 29 opened new positions — a net loss of 2 holders — while 105 trimmed existing stakes and 88 added.

The largest buyer was Municipal Employees' Retirement System of Michigan, opening a new position worth an estimated $91.7M. The largest seller was Mather Group, cutting an estimated $265M.

  • 271 institutional investors held iShares Fallen Angels USD Bond ETF (FALN) as of Q2 2025, down from 277 in Q1 2025.
  • Funds reported $1.27B of iShares Fallen Angels USD Bond ETF stock for Q2 2025, down 18% quarter-over-quarter.
  • 29 funds opened new iShares Fallen Angels USD Bond ETF positions in Q2 2025 and 31 closed out, a net change of -2 holders.
  • The largest iShares Fallen Angels USD Bond ETF buyer in Q2 2025 was Municipal Employees' Retirement System of Michigan, an estimated $91.7M added.
  • The largest iShares Fallen Angels USD Bond ETF seller in Q2 2025 was Mather Group, an estimated $265M sold.

Based on aggregated 13F filings for Q2 2025.