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iShares Fallen Angels USD Bond ETF

293 hedge funds and large institutions have $1.21B invested in iShares Fallen Angels USD Bond ETF in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 127 increasing their positions, 92 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 92

0% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 30

0.99% less ownership

Funds ownership: 69.27%68.28% (-0.99%)

2% less funds holding

Funds holding: 298293 (-5)

6% less capital invested

Capital invested by funds: $1.29B → $1.21B (-$77.2M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
293
Holders Change
-5
Holders Change %
-1.68%
% of All Funds
3.61%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
30
Increased
127
Reduced
92
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$201M +$6.89M +252,501 +3%
MERSOM
2
Municipal Employees' Retirement System of Michigan
Michigan
$97.7M
Morgan Stanley
3
Morgan Stanley
New York
$96.8M +$4.97M +182,231 +5%
AAS
4
Annex Advisory Services
Wisconsin
$81.2M +$82.9M +3,038,602 New
LPL Financial
5
LPL Financial
California
$62.2M -$2.75M -100,817 -4%
Invesco
6
Invesco
Georgia
$37.3M -$443K -16,237 -1%
AF
7
Allworth Financial
California
$37.1M +$1.53M +56,015 +4%
ETS
8
ESL Trust Services
New York
$33.2M -$158K -5,809 -0.5%
AllianceBernstein
9
AllianceBernstein
Tennessee
$26.2M -$2.21M -81,020 -8%
State of Tennessee, Department of Treasury
10
State of Tennessee, Department of Treasury
Tennessee
$24.7M -$38.3M -1,402,300 -60%
BlackRock
11
BlackRock
New York
$19M -$5.72M -209,813 -23%
BAAM
12
Baker Avenue Asset Management
California
$18.2M -$1.35M -49,421 -7%
NG
13
Novem Group
New York
$17.6M +$806K +29,563 +5%
Ameriprise
14
Ameriprise
Minnesota
$17M -$1.36M -49,946 -7%
Nomura Asset Management
15
Nomura Asset Management
Japan
$15.9M +$49.1K +1,800 +0.3%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$15.5M +$5.94M +217,694 +60%
UBS Group
17
UBS Group
Switzerland
$14.2M -$505K -18,521 -3%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$14M -$204K -7,490 -1%
State of New Jersey Common Pension Fund D
19
State of New Jersey Common Pension Fund D
New Jersey
$14M +$4.77M +175,000 +50%
Creative Planning
20
Creative Planning
Kansas
$12.7M -$633K -23,217 -5%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$10.1M +$1.19M +43,685 +13%
BCG
22
Breakwater Capital Group
New Jersey
$9.61M +$486K +17,819 +5%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$9.45M +$3.69M +135,081 +62%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$8.88M +$4.48M +164,039 +97%
PAG
25
Private Advisor Group
New Jersey
$8.47M -$1.88M -68,930 -18%