We are live on ! Find out more
FALN icon

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
KWM
126
Kingsview Wealth Management
Oregon
$709K +$184K +6,806 +34%
BFWM
127
Bright Futures Wealth Management
New York
$695K +$64.3K +2,379 +10%
BCM
128
Brookstone Capital Management
Illinois
$686K -$10.1K -374 -1%
Renaissance Technologies
129
Renaissance Technologies
New York
$678K -$1.65M -60,917 -71%
Mariner
130
Mariner
Kansas
$659K +$231K +8,532 +53%
LA
131
LexAurum Advisors
Kansas
$653K -$162 -6 -0%
LKBC
132
L.K. Benson & Company
Maryland
$620K +$627K +23,194 New
SS
133
Sunbelt Securities
Texas
$603K -$102K -3,761 -14%
IWC
134
Integrated Wealth Concepts
Massachusetts
$601K -$82.9K -3,068 -12%
DJSG
135
D.J. St. Germain
Massachusetts
$601K -$16.2K -601 -3%
LWA
136
Lineweaver Wealth Advisors
Ohio
$597K +$27 +1 +0%
CFGS
137
Concourse Financial Group Securities
Alabama
$573K -$73.5K -2,719 -11%
AC
138
Aristides Capital
Kentucky
$525K +$298K +11,040 +128%
MA
139
Mutual Advisors
Nebraska
$525K -$16.3K -603 -3%
AA
140
Ancora Advisors
Ohio
$517K
MCM
141
Manchester Capital Management
Vermont
$506K
AssetMark Inc
142
AssetMark Inc
California
$503K -$3.69M -136,342 -88%
TWCA
143
Two West Capital Advisors
Kansas
$496K +$246K +9,089 +96%
SPC
144
Sigma Planning Corp
Michigan
$494K -$83.7K -3,096 -14%
SA
145
Sanctuary Advisors
Indiana
$489K +$264K +9,778 +119%
ACP
146
Aveo Capital Partners
Colorado
$482K -$17.9K -662 -4%
FCAM
147
First Citizens Asset Management
North Carolina
$478K -$39K -1,441 -7%
AAS
148
Avantax Advisory Services
Texas
$471K +$67K +2,480 +16%
NWA
149
Navis Wealth Advisors
New York
$458K +$4.11K +152 +0.9%
SA
150
Sovran Advisors
California
$432K +$439K +16,220 New

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.