iShares Fallen Angels USD Bond ETF
FALN
15 hedge funds and large institutions have $15.9M invested in iShares Fallen Angels USD Bond ETF in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
233% more capital invested
Capital invested by funds: $4.76M → $15.9M (+$11.1M)
67% more funds holding
Funds holding: 9 → 15 (+6)
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
9.22% less ownership
Funds ownership: 35.11% → 25.9% (-9.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$4.73M |
| 2 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$4.63M |
| 3 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$2.47M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$272K |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
+$251K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Formidable Asset Management
Cincinnati,
Ohio
|
-$1.15M |
| 2 |
Jane Street
New York
|
-$383K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$24.3K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$2K |
FALN Hedge Fund Activity: Q1 2018 in Review
15 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in iShares Fallen Angels USD Bond ETF (FALN) for Q1 2018, worth a combined $15.9M — up 233% from $4.76M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FALN positions and 2 closed out — a net gain of 6 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Gradient Investments, adding an estimated $4.73M. The largest seller was Formidable Asset Management, exiting entirely with an estimated $1.15M sold.
- 15 institutional investors held iShares Fallen Angels USD Bond ETF (FALN) as of Q1 2018, up from 9 in Q4 2017.
- Funds reported $15.9M of iShares Fallen Angels USD Bond ETF stock for Q1 2018, up 233% quarter-over-quarter.
- 8 funds opened new iShares Fallen Angels USD Bond ETF positions in Q1 2018 and 2 closed out, a net change of +6 holders.
- The largest iShares Fallen Angels USD Bond ETF buyer in Q1 2018 was Gradient Investments, an estimated $4.73M added.
- The largest iShares Fallen Angels USD Bond ETF seller in Q1 2018 was Formidable Asset Management, an estimated $1.15M sold.
Based on aggregated 13F filings for Q1 2018.