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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
OCM
226
Orion Capital Management
California
$147K
Citigroup
227
Citigroup
New York
$127K
SPIA
228
Steward Partners Investment Advisory
New York
$123K
IA
229
IFP Advisors
Florida
$123K -$1.45K -53 -1%
CWM
230
Consultiva Wealth Management
Puerto Rico
$106K
HI
231
Harbour Investments
Wisconsin
$97.2K +$20.1K +738 +25%
MCA
232
McGuire Capital Advisors
Oklahoma
$96.8K -$2.75K -101 -3%
PIP
233
Philadelphia Investment Partners
New Jersey
$92.1K +$94.1K +3,448 New
SIS
234
Sound Income Strategies
Florida
$88.8K -$873 -32 -1%
NB
235
NBT Bank
New York
$87.5K +$88.6K +3,248 +12,030%
SS
236
Sunbelt Securities
Texas
$84.2K +$136 +5 +0.2%
PTC
237
Private Trust Company
Ohio
$78.8K
WETS
238
Wealth Enhancement Trust Services
South Dakota
$68.8K +$28.4K +1,041 +68%
KCM
239
KM Capital Management
Texas
$68.3K +$69.1K +2,533 New
YDMI
240
Y.D. More Investments
Israel
$53.4K +$54.6K +2,000 New
CA
241
CoreCap Advisors
Michigan
$49.7K +$3.6K +132 +8%
GSWM
242
Golden State Wealth Management
California
$43.6K +$5.51K +202 +14%
GWM
243
Gilpin Wealth Management
Colorado
$43K -$13.8K -505 -24%
WWM
244
Wolff Wiese Magana
California
$37.9K +$355 +13 +0.9%
ADL
245
Asset Dedication LLC
California
$34.5K
ACA
246
Aptus Capital Advisors
Alabama
$33.1K -$1.94K -71 -5%
SIS
247
Strategic Investment Solutions
Illinois
$32.6K +$355 +13 +1%
RWM
248
RMG Wealth Management
Wisconsin
$31.3K +$31.6K +1,157 New
WP
249
WealthShield Partners
North Carolina
$30.7K -$900 -33 -3%
Wells Fargo
250
Wells Fargo
California
$29.5K +$24.4K +893 +421%