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iShares Fallen Angels USD Bond ETF
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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
3.59%
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 %
BAAM
26
Baker Avenue Asset Management
California
$8.77M 323,024 +106,505 +49%
CTB
27
Country Trust Bank
Illinois
$8.3M 306,000 – –
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$7.6M 279,909 +3,357 +1%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$7.59M 279,751 +279,751 New
PAG
30
Private Advisor Group
New Jersey
$6.86M 252,610 -119,570 -32%
PRI
31
Prepared Retirement Institute
Pennsylvania
$6.7M 246,709 +8,771 +4%
SA
32
Scarborough Advisors
Maryland
$6.63M 244,253 +30,688 +14%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$6.25M 230,349 -55,809 -20%
AAS
34
Asset Allocation Strategies
Michigan
$6.19M 227,981 -32,907 -13%
GVAG
35
Great Valley Advisor Group
Delaware
$6.03M 222,190 +28,215 +15%
TNBTD
36
Trustmark National Bank Trust Department
Mississippi
$5.89M 217,025 – –
WIA
37
World Investment Advisors
California
$5.82M 214,404 +115,866 +118%
Osaic Holdings
38
Osaic Holdings
Arizona
$5.77M 214,257 -33,615 -14%
HAG
39
HF Advisory Group
Maryland
$5.61M 206,620 +23,627 +13%
TFA
40
Transamerica Financial Advisors
Florida
$5.1M 187,751 +187,751 New
Raymond James Financial
41
Raymond James Financial
Florida
$5.02M 184,953 -185,264 -50%
CWM
42
Capital Wealth Management
Rhode Island
$4.74M 174,798 +6,169 +4%
PBF
43
Petix & Botte Financial
California
$4.54M 167,204 +24,864 +17%
IFA
44
Independence Financial Advisors
New Hampshire
$4.45M 164,005 -282,135 -63%
QC
45
Quadrature Capital
United Kingdom
$4.45M 163,947 +163,947 New
Envestnet Portfolio Solutions
46
Envestnet Portfolio Solutions
Illinois
$4.4M 162,094 -46,641 -22%
CWA
47
Continuum Wealth Advisors
New York
$4.28M 157,636 -15,071 -9%
CT
48
Coastline Trust
Rhode Island
$4.11M 151,292 -15,555 -9%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$3.8M 140,125 -46,671 -25%
HFA
50
Hershey Financial Advisers
Pennsylvania
$3.75M 138,261 +138,261 New
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