iShares Fallen Angels USD Bond ETF
FALN
312 hedge funds and large institutions have $2.45B invested in iShares Fallen Angels USD Bond ETF in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 61 increasing their positions, 196 reducing their positions, and 55 closing their positions.
2.9% less ownership
Funds ownership: 89.95% → 87.06% (-2.9%)
7% less funds holding
Funds holding: 336 → 312 (-24)
24% less capital invested
Capital invested by funds: $3.21B → $2.45B (-$757M)
26% less funds holding in top 10
Funds holding in top 10: 19 → 14 (-5)
36% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 55
69% less repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 196
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
SCS Capital Management
Boston,
Massachusetts
|
+$14.8M |
| 2 |
MG
Mather Group
Chicago,
Illinois
|
+$13.3M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$4.18M |
| 4 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$2.73M |
| 5 |
PWM
Perigon Wealth Management
San Francisco,
California
|
+$2.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$88.6M |
| 2 |
BlackRock
New York
|
-$40M |
| 3 |
Jane Street
New York
|
-$34.7M |
| 4 |
5L
55I LLC
Boston,
Massachusetts
|
-$33.8M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$19.3M |
FALN Hedge Fund Activity: Q2 2022 in Review
312 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in iShares Fallen Angels USD Bond ETF (FALN) for Q2 2022, worth a combined $2.45B — down 24% from $3.21B a quarter earlier.
Sellers outnumbered buyers: 55 funds closed out of FALN and 35 opened new positions — a net loss of 20 holders — while 196 trimmed existing stakes and 61 added.
The largest buyer was SCS Capital Management, adding an estimated $14.8M. The largest seller was Envestnet Asset Management, cutting an estimated $88.6M.
- 312 institutional investors held iShares Fallen Angels USD Bond ETF (FALN) as of Q2 2022, down from 336 in Q1 2022.
- Funds reported $2.45B of iShares Fallen Angels USD Bond ETF stock for Q2 2022, down 24% quarter-over-quarter.
- 35 funds opened new iShares Fallen Angels USD Bond ETF positions in Q2 2022 and 55 closed out, a net change of -20 holders.
- The largest iShares Fallen Angels USD Bond ETF buyer in Q2 2022 was SCS Capital Management, an estimated $14.8M added.
- The largest iShares Fallen Angels USD Bond ETF seller in Q2 2022 was Envestnet Asset Management, an estimated $88.6M sold.
Based on aggregated 13F filings for Q2 2022.