iShares Fallen Angels USD Bond ETF
FALN
50 hedge funds and large institutions have $307M invested in iShares Fallen Angels USD Bond ETF in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 12 closing their positions.
46% more capital invested
Capital invested by funds: $210M → $307M (+$96.5M)
36.53% more ownership
Funds ownership: 126.11% → 162.64% (+37%)
31% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 13
8% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 12
6% less funds holding
Funds holding: 53 → 50 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Sunbelt Securities
Houston,
Texas
|
+$73.1M |
| 2 |
Jane Street
New York
|
+$23.7M |
| 3 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
+$6.67M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$5.95M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$3.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.59M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$1.32M |
| 3 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$1.31M |
| 4 |
DP
Denver PWM
Denver,
Colorado
|
-$760K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$521K |
FALN Hedge Fund Activity: Q1 2020 in Review
50 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in iShares Fallen Angels USD Bond ETF (FALN) for Q1 2020, worth a combined $307M — up 46% from $210M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new FALN positions and 12 closed out — a net gain of 1 holder — while 17 added to existing stakes and 13 trimmed.
The largest buyer was Sunbelt Securities, adding an estimated $73.1M. The largest seller was Bank of America, cutting an estimated $1.59M.
- 50 institutional investors held iShares Fallen Angels USD Bond ETF (FALN) as of Q1 2020, down from 53 in Q4 2019.
- Funds reported $307M of iShares Fallen Angels USD Bond ETF stock for Q1 2020, up 46% quarter-over-quarter.
- 13 funds opened new iShares Fallen Angels USD Bond ETF positions in Q1 2020 and 12 closed out, a net change of +1 holder.
- The largest iShares Fallen Angels USD Bond ETF buyer in Q1 2020 was Sunbelt Securities, an estimated $73.1M added.
- The largest iShares Fallen Angels USD Bond ETF seller in Q1 2020 was Bank of America, an estimated $1.59M sold.
Based on aggregated 13F filings for Q1 2020.