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iShares Fallen Angels USD Bond ETF
FALN

Overview Fund Activity

267 hedge funds and large institutions have $1.25B invested in iShares Fallen Angels USD Bond ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 84 increasing their positions, 106 reducing their positions, and 30 closing their positions.

Holders
267
Holders Change
-7
Holders Change %
-2.55%
% of All Funds
3.58%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
29
Increased
84
Reduced
106
Closed
30
Calls
$320K
Puts
–
Net Calls
+$320K
Net Calls Change
-$147K

Top Buyers

1
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$94.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$99.7M
3
State of Tennessee, Department of Treasury
3
State of Tennessee, Department of Treasury
Tennessee
$93.1M
4
TC
4
Toews Corporation
New Jersey
$9.42M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$7.59M

Top Sellers

1
MG
1
Mather Group
Illinois
$2.8M
2
Ameriprise
2
Ameriprise
Minnesota
$18.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$42.2M
4
AIA
4
Angeles Investment Advisors
California
$9.93M
5
PA
5
Procyon Advisors
Connecticut
$376K
Name Market Value Shares Shares
Change 		Shares
Change %
GWANC
251
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.98K 73 – –
NFSG
252
Newbridge Financial Services Group
Florida
$1.87K 69 – –
CFB
253
Cullen/Frost Bankers
Texas
$1.47K 54 +54 New
S
254
SignatureFD
Georgia
$1.03K 38 +1 +3%
BNP Paribas Financial Markets
255
BNP Paribas Financial Markets
France
$1.03K 38 -23 -38%
CAL
256
Capital Analysts LLC
Pennsylvania
$1K 32 +32 New
William Blair & Company
257
William Blair & Company
Illinois
$977 36 – –
CIAS
258
Capital Investment Advisory Services
North Carolina
$841 31 – –
RF
259
Rossby Financial
Florida
$706 26 – –
AG
260
AmeriFlex Group
Nevada
$673 25 – –
T
261
Transce3nd
Texas
$570 21 +17 +425%
AAP
262
Arax Advisory Partners
Colorado
$380 14 -83 -86%
CTC
263
Central Trust Company
Missouri
$353 13 +13 New
KFI
264
Key Financial Inc
Pennsylvania
$326 12 +12 New
OP
265
ORG Partners
Indiana
$324 12 -37,928 -100%
DFA
266
DHJJ Financial Advisors
Illinois
$272 10 – –
RWS
267
Retirement Wealth Solutions
Wisconsin
$128 5 – –
OSAM
268
O'Shaughnessy Asset Management
Connecticut
$54 2 -261 -99%
KG
269
Kilter Group
New York
$28 1 +1 New
SAM
270
Smartleaf Asset Management
Massachusetts
– – -144 Closed
SFA
271
Semmax Financial Advisors
North Carolina
– – – –
SIM
272
SSI Investment Management
California
– – -153,651 Closed
DL
273
DOHJ LLC
Washington
– – -149,008 Closed
GS
274
GTS Securities
New York
– – -136,913 Closed
PAS
275
Park Avenue Securities
New York
– – -116,012 Closed
9 10
11
12 13