iShares Fallen Angels USD Bond ETF
FALN
301 hedge funds and large institutions have $1.19B invested in iShares Fallen Angels USD Bond ETF in 2022 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 49 increasing their positions, 190 reducing their positions, and 46 closing their positions.
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
0% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 46
2% less funds holding
Funds holding: 307 → 301 (-6)
6.08% less ownership
Funds ownership: 82.08% → 75.99% (-6.1%)
36% less capital invested
Capital invested by funds: $1.85B → $1.19B (-$658M)
74% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 190
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPW
Parcion Private Wealth
Bellevue,
Washington
|
+$19.5M |
| 2 |
MG
Mather Group
Chicago,
Illinois
|
+$18.6M |
| 3 |
AF
Allworth Financial
Folsom,
California
|
+$15.5M |
| 4 |
Millennium Management
New York
|
+$12.2M |
| 5 |
Jane Street
New York
|
+$11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$166M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$96.4M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$82.5M |
| 4 |
RH
RenaissanceRe Holdings
Pembroke,
Bermuda
|
-$56.7M |
| 5 |
LPL Financial
San Diego,
California
|
-$51.3M |
FALN Hedge Fund Activity: Q4 2022 in Review
301 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in iShares Fallen Angels USD Bond ETF (FALN) for Q4 2022, worth a combined $1.19B — down 36% from $1.85B a quarter earlier.
Fund positioning in FALN was balanced in Q4 2022: 46 funds opened new positions, 46 closed out, 49 added to existing stakes and 190 trimmed.
The largest buyer was Parcion Private Wealth, adding an estimated $19.5M. The largest seller was Envestnet Asset Management, cutting an estimated $166M.
- 301 institutional investors held iShares Fallen Angels USD Bond ETF (FALN) as of Q4 2022, down from 307 in Q3 2022.
- Funds reported $1.19B of iShares Fallen Angels USD Bond ETF stock for Q4 2022, down 36% quarter-over-quarter.
- 46 funds opened new iShares Fallen Angels USD Bond ETF positions in Q4 2022 and 46 closed out, a net change of 0 holders.
- The largest iShares Fallen Angels USD Bond ETF buyer in Q4 2022 was Parcion Private Wealth, an estimated $19.5M added.
- The largest iShares Fallen Angels USD Bond ETF seller in Q4 2022 was Envestnet Asset Management, an estimated $166M sold.
Based on aggregated 13F filings for Q4 2022.