iShares Fallen Angels USD Bond ETF
FALN
221 hedge funds and large institutions have $1.96B invested in iShares Fallen Angels USD Bond ETF in 2021 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 64 increasing their positions, 15 reducing their positions, and 8 closing their positions.
1,613% more first-time investments, than exits
New positions opened: 137 | Existing positions closed: 8
463% more capital invested
Capital invested by funds: $348M → $1.96B (+$1.61B)
327% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 15
200% more funds holding in top 10
Funds holding in top 10: 2 → 6 (+4)
138% more funds holding
Funds holding: 93 → 221 (+128)
6.88% more ownership
Funds ownership: 83.76% → 90.64% (+6.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$494M |
| 2 |
BlackRock
New York
|
+$153M |
| 3 |
Jane Street
New York
|
+$139M |
| 4 |
LPL Financial
San Diego,
California
|
+$104M |
| 5 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
+$103M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$10.8M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$10.3M |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$9.11M |
| 4 |
B
Barings
Charlotte,
North Carolina
|
-$1.63M |
| 5 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
-$1.15M |
FALN Hedge Fund Activity: Q1 2021 in Review
221 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in iShares Fallen Angels USD Bond ETF (FALN) for Q1 2021, worth a combined $1.96B — up 463% from $348M a quarter earlier.
Buyers outnumbered sellers: 137 funds opened new FALN positions and 8 closed out — a net gain of 129 holders — while 64 added to existing stakes and 15 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $494M. The largest seller was Retirement Capital Strategies, exiting entirely with an estimated $10.8M sold.
- 221 institutional investors held iShares Fallen Angels USD Bond ETF (FALN) as of Q1 2021, up from 93 in Q4 2020.
- Funds reported $1.96B of iShares Fallen Angels USD Bond ETF stock for Q1 2021, up 463% quarter-over-quarter.
- 137 funds opened new iShares Fallen Angels USD Bond ETF positions in Q1 2021 and 8 closed out, a net change of +129 holders.
- The largest iShares Fallen Angels USD Bond ETF buyer in Q1 2021 was Envestnet Asset Management, an estimated $494M added.
- The largest iShares Fallen Angels USD Bond ETF seller in Q1 2021 was Retirement Capital Strategies, an estimated $10.8M sold.
Based on aggregated 13F filings for Q1 2021.