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iShares Fallen Angels USD Bond ETF

269 hedge funds and large institutions have $1.27B invested in iShares Fallen Angels USD Bond ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 84 increasing their positions, 106 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

18% less capital invested

Capital invested by funds: $1.55B → $1.27B (-$279M)

21% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 106

Holders
269
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$320K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
251
Creative Financial Designs
Indiana
$2.12K
GWANC
252
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.98K
NFSG
253
Newbridge Financial Services Group
Florida
$1.87K
Q1WB
254
Quest 10 Wealth Builders
Virginia
$1.52K
CFB
255
Cullen/Frost Bankers
Texas
$1.47K
S
256
SignatureFD
Georgia
$1.03K
BNP Paribas Financial Markets
257
BNP Paribas Financial Markets
France
$1.03K
CAL
258
Capital Analysts LLC
Pennsylvania
$1K
William Blair & Company
259
William Blair & Company
Illinois
$977
CIAS
260
Capital Investment Advisory Services
North Carolina
$841
RF
261
Rossby Financial
Florida
$706
AG
262
AmeriFlex Group
Nevada
$673
T
263
Transce3nd
Texas
$570
AAP
264
Arax Advisory Partners
Colorado
$380
CTC
265
Central Trust Company
Missouri
$353
KFI
266
Key Financial Inc
Pennsylvania
$326
OP
267
ORG Partners
Indiana
$324
DFA
268
DHJJ Financial Advisors
Illinois
$272
RWS
269
Retirement Wealth Solutions
Wisconsin
$128
OSAM
270
O'Shaughnessy Asset Management
Connecticut
$54
KG
271
Kilter Group
New York
$28
SAM
272
Smartleaf Asset Management
Massachusetts
$13
SFA
273
Semmax Financial Advisors
North Carolina
$13
SIM
274
SSI Investment Management
California
DL
275
DOHJ LLC
Washington