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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
SWP
301
Stratos Wealth Partners
Ohio
-$7.74M -283,665 Closed
WIA
302
World Investment Advisors
California
-$4.13M -151,183 Closed
CWA
303
Continuum Wealth Advisors
New York
-$3.46M -126,914 Closed
IA
304
IFG Advisory
Georgia
-$2.45M -89,639 Closed
BCI
305
Brinker Capital Investments
Pennsylvania
-$1.92M -70,291 Closed
AI
306
AXS Investments
New York
-$1.56M -57,250 Closed
WS
307
Wilian Securities
Minnesota
-$1.09M -39,827 Closed
CP
308
Cumberland Partners
Ontario, Canada
-$1.06M -38,800 Closed
Corient Private Wealth
309
Corient Private Wealth
Florida
-$616K -22,536 Closed
AC
310
Aristides Capital
Kentucky
-$561K -20,548 Closed
EPI
311
Eddie Patel Inc
Illinois
-$532K -19,490 Closed
RMS
312
Retirement Management Systems
Maryland
-$496K -18,182 Closed
LWA
313
Lineweaver Wealth Advisors
Ohio
-$473K -17,323 Closed
SCA
314
Snowden Capital Advisors
New York
-$428K -15,690 Closed
VH
315
Visionary Horizons
Tennessee
-$271K -9,914 Closed
IAN
316
Integrated Advisors Network
Texas
-$241K -8,843 Closed
ES
317
ETF Store
Kansas
-$205K -7,504 Closed
MWM
318
Mascagni Wealth Management
Mississippi
-$200K -7,337 Closed
CP
319
Camelot Portfolios
Ohio
-$55K -2,013 Closed
FHA
320
Flagship Harbor Advisors
Massachusetts
-$30K -1,100 Closed
VWWMG
321
Vermillion & White Wealth Management Group
Pennsylvania
-$15.4K -565 Closed
OA
322
Operose Advisors
Wisconsin
-$14.8K -543 Closed
CIA
323
Cape Investment Advisory
Georgia
-$9.8K -359 Closed
CWP
324
Concord Wealth Partners
Virginia
-$3.52K -129 Closed
HWM
325
HighMark Wealth Management
Minnesota
-$2.67K -98 Closed