iShares Fallen Angels USD Bond ETF
FALN
274 hedge funds and large institutions have $1.25B invested in iShares Fallen Angels USD Bond ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 109 increasing their positions, 103 reducing their positions, and 16 closing their positions.
81% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 16
9% more capital invested
Capital invested by funds: $1.15B → $1.25B (+$106M)
4% more funds holding
Funds holding: 263 → 274 (+11)
6% more repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 103
0.96% less ownership
Funds ownership: 68.29% → 67.33% (-0.96%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MG
Mather Group
Chicago,
Illinois
|
+$51.4M |
| 2 |
Betterment LLC
New York
|
+$13.2M |
| 3 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
+$9.89M |
| 4 |
Nomura Asset Management
Tokyo,
Japan
|
+$7.73M |
| 5 |
BlackRock
New York
|
+$6.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$25.5M |
| 2 |
Jane Street
New York
|
-$12.7M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.38M |
| 4 |
AssetMark Inc
Concord,
California
|
-$3.74M |
| 5 |
CWA
Continuum Wealth Advisors
Saratoga Springs,
New York
|
-$3.01M |
FALN Hedge Fund Activity: Q3 2024 in Review
274 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in iShares Fallen Angels USD Bond ETF (FALN) for Q3 2024, worth a combined $1.25B — up 9.2% from $1.15B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new FALN positions and 16 closed out — a net gain of 13 holders — while 109 added to existing stakes and 103 trimmed.
The largest buyer was Mather Group, adding an estimated $51.4M. The largest seller was Morgan Stanley, cutting an estimated $25.5M.
- 274 institutional investors held iShares Fallen Angels USD Bond ETF (FALN) as of Q3 2024, up from 263 in Q2 2024.
- Funds reported $1.25B of iShares Fallen Angels USD Bond ETF stock for Q3 2024, up 9.2% quarter-over-quarter.
- 29 funds opened new iShares Fallen Angels USD Bond ETF positions in Q3 2024 and 16 closed out, a net change of +13 holders.
- The largest iShares Fallen Angels USD Bond ETF buyer in Q3 2024 was Mather Group, an estimated $51.4M added.
- The largest iShares Fallen Angels USD Bond ETF seller in Q3 2024 was Morgan Stanley, an estimated $25.5M sold.
Based on aggregated 13F filings for Q3 2024.