We are live on ! Find out more
FALN icon

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
Osaic Holdings
26
Osaic Holdings
Arizona
$7.96M -$903K -33,087 -10%
ACM
27
Ashford Capital Management
Delaware
$7.86M +$1.5M +54,980 +23%
SA
28
Scarborough Advisors
Maryland
$7.31M +$156K +5,719 +2%
HAG
29
HF Advisory Group
Maryland
$7.18M +$633K +23,217 +9%
PRI
30
Prepared Retirement Institute
Pennsylvania
$7.12M -$63.3K -2,319 -0.9%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$6.96M -$2.31M -84,733 -25%
PBF
32
Petix & Botte Financial
California
$6.59M -$2.69M -98,434 -44%
CWM
33
Capital Wealth Management
Rhode Island
$6.51M +$1.35M +49,644 +26%
MG
34
Marex Group
$6.41M +$1.55M +56,968 +31%
GVAG
35
Great Valley Advisor Group
Delaware
$5.92M -$224K -8,221 -4%
FCBT
36
First Citizens Bank & Trust
North Carolina
$5.15M +$2.75M +100,717 +110%
IWP
37
Insight Wealth Partners
Texas
$4.92M +$271K +9,939 +6%
KAS
38
Kestra Advisory Services
Texas
$4.8M +$424K +15,543 +9%
Goldman Sachs
39
Goldman Sachs
New York
$4.58M -$6.89M -252,509 -60%
AAS
40
Asset Allocation Strategies
Michigan
$4.57M -$213K -7,824 -4%
TNBTD
41
Trustmark National Bank Trust Department
Mississippi
$4.55M -$1.25M -45,767 -21%
AssetMark Inc
42
AssetMark Inc
California
$4.47M +$618K +22,661 +16%
OMC
43
Old Mission Capital
Illinois
$4.35M +$2.98M +109,138 +203%
TFA
44
Transamerica Financial Advisors
Florida
$4.29M -$308K -11,285 -7%
IPW
45
Impact Partnership Wealth
Georgia
$4.19M +$1.11M +40,571 +35%
Raymond James Financial
46
Raymond James Financial
Florida
$4.02M +$295K +10,797 +8%
LAA
47
Liberty Atlantic Advisors
Texas
$3.62M +$1.44M +52,657 +64%
IP
48
Ignite Planners
California
$3.56M +$171K +6,274 +5%
DWM
49
Diversify Wealth Management
Utah
$3.5M -$235K -8,602 -6%
KIA
50
Kraematon Investment Advisors
Massachusetts
$3.42M -$60.8K -2,229 -2%