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iShares Fallen Angels USD Bond ETF

269 hedge funds and large institutions have $1.31B invested in iShares Fallen Angels USD Bond ETF in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 106 increasing their positions, 89 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 89

11% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 27

3% more capital invested

Capital invested by funds: $1.27B → $1.31B (+$33.3M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1% less funds holding

Funds holding: 271269 (-2)

1.96% less ownership

Funds ownership: 73.49%71.53% (-2%)

Holders
269
Holders Change
-2
Holders Change %
-0.74%
% of All Funds
3.53%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
30
Increased
106
Reduced
89
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWC
251
TD Waterhouse Canada
Ontario, Canada
$8.42K -$14.2K -523 -63%
DAM
252
Delta Asset Management
Tennessee
$8.03K
EWA
253
EverSource Wealth Advisors
Alabama
$6.3K +$54 +2 +0.9%
UFPG
254
United Financial Planning Group
New York
$5.43K +$2.62K +96 New
AIC
255
Archer Investment Corporation
Indiana
$3.94K
CWP
256
Concord Wealth Partners
Virginia
$3.58K -$2.59K -95 -42%
SAM
257
Smartleaf Asset Management
Massachusetts
$2.29K +$2.23K +82 New
CFD
258
Creative Financial Designs
Indiana
$2.17K
NFSG
259
Newbridge Financial Services Group
Florida
$1.92K
Q1WB
260
Quest 10 Wealth Builders
Virginia
$1.56K
CFB
261
Cullen/Frost Bankers
Texas
$1.53K +$27 +1 +2%
AG
262
AmeriFlex Group
Nevada
$1.4K +$708 +26 +104%
S
263
SignatureFD
Georgia
$1.07K +$27 +1 +3%
CIAS
264
Capital Investment Advisory Services
North Carolina
$861
RF
265
Rossby Financial
Florida
$720
MPW
266
MASECO Private Wealth
$472 +$463 +17 New
KFI
267
Key Financial Inc
Pennsylvania
$332
DFA
268
DHJJ Financial Advisors
Illinois
$278
RWS
269
Retirement Wealth Solutions
Wisconsin
$133
OSAM
270
O'Shaughnessy Asset Management
Connecticut
$56
KG
271
Kilter Group
New York
$28
AIA
272
Angeles Investment Advisors
California
-$9.93M -366,000 Closed
Thrivent Financial for Lutherans
273
Thrivent Financial for Lutherans
Minnesota
-$7.59M -279,751 Closed
QC
274
Quadrature Capital
United Kingdom
-$4.45M -163,947 Closed
HFA
275
Hershey Financial Advisers
Pennsylvania
-$3.75M -138,261 Closed