iShares Fallen Angels USD Bond ETF
FALN
53 hedge funds and large institutions have $210M invested in iShares Fallen Angels USD Bond ETF in 2019 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 8 reducing their positions, and 5 closing their positions.
220% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 5
163% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 8
26% more funds holding
Funds holding: 42 → 53 (+11)
5% more capital invested
Capital invested by funds: $201M → $210M (+$9.74M)
14.75% less ownership
Funds ownership: 140.86% → 126.11% (-15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$2.25M |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$2.2M |
| 3 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$1.32M |
| 4 |
SS
Sunbelt Securities
Houston,
Texas
|
+$1.23M |
| 5 |
AssetMark Inc
Concord,
California
|
+$1.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTUS
Flow Traders U.S.
New York
|
-$3.07M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.25M |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$1.09M |
| 4 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
-$445K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$154K |
FALN Hedge Fund Activity: Q4 2019 in Review
53 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in iShares Fallen Angels USD Bond ETF (FALN) for Q4 2019, worth a combined $210M — up 4.9% from $201M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new FALN positions and 5 closed out — a net gain of 11 holders — while 21 added to existing stakes and 8 trimmed.
The largest buyer was CreativeOne Wealth, adding an estimated $2.25M. The largest seller was Flow Traders U.S., cutting an estimated $3.07M.
- 53 institutional investors held iShares Fallen Angels USD Bond ETF (FALN) as of Q4 2019, up from 42 in Q3 2019.
- Funds reported $210M of iShares Fallen Angels USD Bond ETF stock for Q4 2019, up 4.9% quarter-over-quarter.
- 16 funds opened new iShares Fallen Angels USD Bond ETF positions in Q4 2019 and 5 closed out, a net change of +11 holders.
- The largest iShares Fallen Angels USD Bond ETF buyer in Q4 2019 was CreativeOne Wealth, an estimated $2.25M added.
- The largest iShares Fallen Angels USD Bond ETF seller in Q4 2019 was Flow Traders U.S., an estimated $3.07M sold.
Based on aggregated 13F filings for Q4 2019.