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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
IFG
151
Independent Financial Group
California
$428K +$216 +8 +0%
IWM
152
IHT Wealth Management
Illinois
$397K -$439K -16,232 -52%
SCA
153
Snowden Capital Advisors
New York
$389K -$19.2K -709 -5%
IWC
154
Infinity Wealth Counsel
Ohio
$387K +$392K +14,500 New
FFA
155
Farther Finance Advisors
California
$381K +$150K +5,545 +64%
KWA
156
Kingswood Wealth Advisors
California
$379K +$383K +14,179 New
ASN
157
Advisory Services Network
Georgia
$377K -$10.3K -381 -3%
Rockefeller Capital Management
158
Rockefeller Capital Management
New York
$371K -$28.8K -1,067 -7%
USCWA
159
U.S. Capital Wealth Advisors
Texas
$356K +$7.52K +278 +2%
GSEP
160
Golden State Equity Partners
California
$354K +$359K +13,269 New
NA
161
NewEdge Advisors
Louisiana
$347K +$91.5K +3,384 +35%
FAIM
162
Financial Advocates Investment Management
Washington
$345K -$4.22K -156 -1%
BRWA
163
B. Riley Wealth Advisors
Florida
$322K -$307K -11,363 -49%
MP
164
McDonald Partners
Ohio
$321K
FHA
165
First Horizon Advisors
Tennessee
$320K +$56.7K +2,099 +21%
CIA
166
Concurrent Investment Advisors
Florida
$310K +$81.1K +3,001 +35%
CW
167
CreativeOne Wealth
Kansas
$309K -$565K -20,916 -64%
LSWP
168
Liberty Square Wealth Partners
Pennsylvania
$307K +$307K +11,373 New
AWA
169
Arete Wealth Advisors
Illinois
$301K +$73.3K +2,710 +32%
SP
170
Sequent Planning
Nebraska
$300K +$14.5K +536 +5%
SW
171
SteelPeak Wealth
California
$296K -$1.55M -57,274 -84%
WCM
172
Winebrenner Capital Management
Kentucky
$281K +$285K +10,536 New
PI
173
PFG Investments
New York
$280K -$89.4K -3,305 -24%
RFA
174
Reyes Financial Architecture
California
$277K +$280K +10,361 New
BRIA
175
Balanced Rock Investment Advisors
Massachusetts
$276K +$26.3K +971 +10%

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.