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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
MCC
176
Money Concepts Capital
Florida
$271K +$23.3K +860 +9%
WS
177
Wedbush Securities
California
$265K -$14.4K -532 -5%
PA
178
Parallel Advisors
California
$265K
PFG
179
PAX Financial Group
Texas
$263K +$6.11K +226 +2%
Corient Private Wealth
180
Corient Private Wealth
Florida
$263K +$8.19K +303 +3%
AFG
181
Atomi Financial Group
New York
$263K +$18.5K +683 +7%
DA
182
Detalus Advisors
Missouri
$263K +$50.5K +1,867 +23%
AA
183
AlphaCentric Advisors
Puerto Rico
$252K +$15.8K +586 +7%
PFS
184
Prospera Financial Services
Texas
$251K +$13.8K +512 +6%
MWM
185
Mascagni Wealth Management
Mississippi
$248K +$251K +9,273 New
NAM
186
NTV Asset Management
West Virginia
$247K -$81.1K -3,000 -24%
WFAG
187
Worth Financial Advisory Group
North Carolina
$244K -$3.38K -125 -1%
AFO
188
Allie Family Office
Florida
$244K
CC
189
Climber Capital
Switzerland
$243K +$246K +9,090 New
IPW
190
Intergy Private Wealth
Colorado
$242K +$8.71K +322 +4%
AF
191
Aldebaran Financial
$239K +$242K +8,951 New
SPIA
192
Steward Partners Investment Advisory
New York
$238K -$12.3K -454 -5%
BFA
193
Beacon Financial Advisory
Ohio
$234K +$237K +8,767 New
BONH
194
Bank of New Hampshire
New Hampshire
$234K
CC
195
Copperleaf Capital
North Carolina
$229K +$231K +8,555 New
HI
196
Harbour Investments
Wisconsin
$228K -$44.4K -1,641 -16%
WI
197
WrapManager Inc
California
$227K +$230K +8,511 New
Goldman Sachs
198
Goldman Sachs
New York
$224K +$3.87K +143 +2%
TC
199
TownSquare Capital
Utah
$221K -$229K -8,485 -51%
HighTower Advisors
200
HighTower Advisors
Illinois
$215K -$833K -30,803 -79%

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.