iShares Fallen Angels USD Bond ETF
FALN
24 hedge funds and large institutions have $166M invested in iShares Fallen Angels USD Bond ETF in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 9 closing their positions.
759% more capital invested
Capital invested by funds: $19.3M → $166M (+$147M)
175.71% more ownership
Funds ownership: 35.9% → 211.61% (+176%)
120% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 5
17% less funds holding
Funds holding: 29 → 24 (-5)
44% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$129M |
| 2 |
AssetMark Inc
Concord,
California
|
+$745K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$714K |
| 4 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$239K |
| 5 |
LPL Financial
San Diego,
California
|
+$224K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.65M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.23M |
| 3 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
-$1.18M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$887K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$867K |
FALN Hedge Fund Activity: Q1 2019 in Review
24 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in iShares Fallen Angels USD Bond ETF (FALN) for Q1 2019, worth a combined $166M — up 759% from $19.3M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of FALN and 5 opened new positions — a net loss of 4 holders — while 5 trimmed existing stakes and 11 added.
The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $129M. The largest seller was Jane Street, exiting entirely with an estimated $1.65M sold.
- 24 institutional investors held iShares Fallen Angels USD Bond ETF (FALN) as of Q1 2019, down from 29 in Q4 2018.
- Funds reported $166M of iShares Fallen Angels USD Bond ETF stock for Q1 2019, up 759% quarter-over-quarter.
- 5 funds opened new iShares Fallen Angels USD Bond ETF positions in Q1 2019 and 9 closed out, a net change of -4 holders.
- The largest iShares Fallen Angels USD Bond ETF buyer in Q1 2019 was Carson Wealth (CWM LLC), an estimated $129M added.
- The largest iShares Fallen Angels USD Bond ETF seller in Q1 2019 was Jane Street, an estimated $1.65M sold.
Based on aggregated 13F filings for Q1 2019.