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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
PS
101
Principal Securities
Iowa
$1.11M +$14.9K +550 +1%
Wealth Enhancement Advisory Services
102
Wealth Enhancement Advisory Services
Minnesota
$1.11M +$162K +5,980 +17%
DI
103
DDFG Inc
California
$1.06M -$138K -5,089 -11%
GWM
104
Geneos Wealth Management
Colorado
$1.04M +$277K +10,246 +36%
Stifel Financial
105
Stifel Financial
Missouri
$1.02M -$146K -5,386 -12%
Wealthfront Advisers
106
Wealthfront Advisers
California
$1.01M +$167K +6,187 +20%
DADC
107
D.A. Davidson & Co
Montana
$1.01M +$54K +1,998 +6%
AWM
108
AE Wealth Management
Kansas
$982K +$32.3K +1,194 +3%
OP
109
ORG Partners
Indiana
$973K +$611K +22,605 +163%
C1AG
110
Client 1st Advisory Group
Florida
$951K -$179K -6,604 -16%
BCA
111
Bay Colony Advisors
Massachusetts
$932K +$161K +5,955 +21%
PCIA
112
Prime Capital Investment Advisors
Kansas
$898K -$131K -4,827 -13%
WBCM
113
Wilson & Boucher Capital Management
California
$892K +$27K +1,000 +3%
VWM
114
Valley Wealth Managers
New Jersey
$850K +$51K +1,887 +6%
SC
115
Sierra Capital
Florida
$833K
OC
116
Oppenheimer & Co
New York
$819K +$829K +30,656 New
TWM
117
TriaGen Wealth Management
California
$815K +$7.71K +285 +0.9%
FIM
118
Freedom Investment Management
Connecticut
$802K -$23.3K -862 -3%
DAS
119
Dynamic Advisor Solutions
Arizona
$776K +$227K +8,400 +41%
EB
120
Exchange Bank
California
$754K
WFC
121
Western Financial Corp
California
$749K +$61.4K +2,272 +9%
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$747K +$59.3K +2,193 +9%
YWM
123
Yoder Wealth Management
California
$746K +$159K +5,872 +27%
SF
124
Symphony Financial
Texas
$738K +$55.1K +2,039 +8%
AWS
125
Atria Wealth Solutions
New York
$737K -$672K -24,840 -47%

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.