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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

274 hedge funds and large institutions have $1.55B invested in iShares Fallen Angels USD Bond ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 129 increasing their positions, 68 reducing their positions, and 19 closing their positions.

Holders
274
Holders Change
+4
Holders Change %
+1.48%
% of All Funds
3.72%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
30
Increased
129
Reduced
68
Closed
19
Calls
$472K
Puts
$5K
Net Calls
+$467K
Net Calls Change
+$440K

Top Buyers

1
State of Tennessee, Department of Treasury
1
State of Tennessee, Department of Treasury
Tennessee
$76.2M
2
VMPIC
2
Varma Mutual Pension Insurance Co
Finland
$53.6M
3
Bank of America
3
Bank of America
North Carolina
$166M
4
Jane Street
4
Jane Street
New York
$15.3M
5
MG
5
Mather Group
Illinois
$271M

Top Sellers

1
Nomura Asset Management
1
Nomura Asset Management
Japan
$20.1M
2
SWP
2
Stratos Wealth Partners
Ohio
$0
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$0
4
IAA
4
Independent Advisor Alliance
North Carolina
$0
5
BCI
5
Brinker Capital Investments
Pennsylvania
$864K
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$11.8M 438,649 +129,979 +42%
PAG
27
Private Advisor Group
New Jersey
$9.97M 372,180 +326,437 +714%
Raymond James Financial
28
Raymond James Financial
Florida
$9.92M 370,217 +207,071 +127%
BCG
29
Breakwater Capital Group
New Jersey
$9.32M 347,993 +28,389 +9%
CTB
30
Country Trust Bank
Illinois
$8.2M 306,000 – –
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$8.08M 301,573 +73,579 +32%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$7.67M 286,158 +188,770 +194%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$7.41M 276,552 +2,760 +1%
AAS
34
Asset Allocation Strategies
Michigan
$6.99M 260,888 -15,170 -5%
Osaic Holdings
35
Osaic Holdings
Arizona
$6.64M 247,872 -20,154 -8%
PRI
36
Prepared Retirement Institute
Pennsylvania
$6.37M 237,938 -42,183 -15%
UCFA
37
United Capital Financial Advisors
Texas
$6.3M 235,145 +7,881 +3%
TNBTD
38
Trustmark National Bank Trust Department
Mississippi
$5.81M 217,025 -985 -0.5%
BAAM
39
Baker Avenue Asset Management
California
$5.8M 216,519 +104,516 +93%
SA
40
Scarborough Advisors
Maryland
$5.72M 213,565 +11,669 +6%
Envestnet Portfolio Solutions
41
Envestnet Portfolio Solutions
Illinois
$5.59M 208,735 +22,000 +12%
GVAG
42
Great Valley Advisor Group
Delaware
$5.2M 193,975 +27,444 +16%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$5M 186,796 +44,128 +31%
HAG
44
HF Advisory Group
Maryland
$4.9M 182,993 +18,336 +11%
CWA
45
Continuum Wealth Advisors
New York
$4.63M 172,707 +3,274 +2%
CWM
46
Capital Wealth Management
Rhode Island
$4.52M 168,629 +13,440 +9%
CT
47
Coastline Trust
Rhode Island
$4.47M 166,847 +10,646 +7%
SIM
48
SSI Investment Management
California
$4.12M 153,651 +153,651 New
DL
49
DOHJ LLC
Washington
$3.99M 149,008 +7,546 +5%
Invesco
50
Invesco
Georgia
$3.98M 148,405 -21,382 -13%
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