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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
WI
76
WBI Investments
New Jersey
$1.91M -$1.46M -53,839 -43%
PPW
77
Parcion Private Wealth
Washington
$1.9M +$383K +14,184 +25%
IA
78
IFG Advisory
Georgia
$1.88M +$1.24M +45,839 +187%
FTS
79
Fifth Third Securities
Ohio
$1.85M +$9.76K +361 +0.5%
PWM
80
Perigon Wealth Management
California
$1.85M +$19.7K +730 +1%
MLM
81
Mount Lucas Management
Pennsylvania
$1.82M +$58.6K +2,166 +3%
FWA
82
FOCUS Wealth Advisors
Texas
$1.81M +$14.4K +534 +0.8%
NCM
83
Novare Capital Management
North Carolina
$1.72M -$102K -3,762 -6%
Baird Financial Group
84
Baird Financial Group
Wisconsin
$1.53M +$35K +1,294 +2%
WAS
85
Wealth Advisory Solutions
Indiana
$1.46M +$112K +4,129 +8%
Citadel Advisors
86
Citadel Advisors
Florida
$1.46M +$1.48M +54,752 New
AC
87
Addison Capital
Pennsylvania
$1.35M +$125K +4,618 +10%
JP Morgan Chase
88
JP Morgan Chase
New York
$1.33M -$3.63M -134,243 -73%
RWM
89
Rialto Wealth Management
New York
$1.3M +$1.32M +48,815 New
AAMC
90
Asset Allocation & Management Company
Illinois
$1.29M +$249K +9,200 +24%
MEAC
91
M.E. Allison & Co
Texas
$1.25M +$1.26M +46,695 New
Comerica Bank
92
Comerica Bank
Texas
$1.24M +$280K +10,351 +29%
PAG
93
Private Advisor Group
New Jersey
$1.22M +$773K +28,609 +167%
CP
94
Cumberland Partners
Ontario, Canada
$1.21M +$314K +11,600 +35%
AFP
95
Ausdal Financial Partners
Iowa
$1.2M -$165K -6,087 -12%
KAS
96
Kestra Advisory Services
Texas
$1.19M +$148K +5,492 +14%
IA
97
Insight Advisors
Pennsylvania
$1.19M +$26.4K +975 +2%
SFC
98
Strategic Financial Concepts
Texas
$1.18M +$1.19M +44,195 New
HIIFS
99
Harel Insurance Investments & Financial Services
Israel
$1.17M
IWM
100
Iams Wealth Management
Nebraska
$1.15M +$69.8K +2,580 +6%

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.