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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
NFSG
276
Newbridge Financial Services Group
Florida
$1.84K
TRCT
277
Tower Research Capital (TRC)
New York
$1.68K -$1.57M -57,447 -100%
CFB
278
Cullen/Frost Bankers
Texas
$1.52K +$27 +1 +2%
Q1WB
279
Quest 10 Wealth Builders
Virginia
$1.42K -$55 -2 -4%
BNP Paribas Financial Markets
280
BNP Paribas Financial Markets
France
$1.34K -$44.4K -1,626 -97%
S
281
SignatureFD
Georgia
$1.12K +$27 +1 +2%
CIAS
282
Capital Investment Advisory Services
North Carolina
$828
IAIM
283
International Assets Investment Management
Florida
$748
AG
284
AmeriFlex Group
Nevada
$697
RF
285
Rossby Financial
Florida
$695
MPW
286
MASECO Private Wealth
$454
AFG
287
Albion Financial Group
Utah
$375 +$382 +14 New
KFI
288
Key Financial Inc
Pennsylvania
$321
DFA
289
DHJJ Financial Advisors
Illinois
$268
SWM
290
SHP Wealth Management
Massachusetts
$187 +$191 +7 New
RWS
291
Retirement Wealth Solutions
Wisconsin
$132
KFG
292
Kingdom Financial Group
Arizona
$53
OSAM
293
O'Shaughnessy Asset Management
Connecticut
$53
LAS
294
Lloyd Advisory Services
Georgia
$53 +$55 +2 New
SS
295
SBI Securities
Japan
$27 +$27 +1 New
SAM
296
Smartleaf Asset Management
Massachusetts
$14
CFM
297
Cornerstone Financial Management
Massachusetts
$10
VMPIC
298
Varma Mutual Pension Insurance Co
Finland
-$54.6M -2,000,000 Closed
TC
299
Toews Corporation
New Jersey
-$15.5M -566,900 Closed
IFA
300
Independence Financial Advisors
New Hampshire
-$13M -476,028 Closed