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iShares Fallen Angels USD Bond ETF

277 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 31 funds opening new positions, 130 increasing their positions, 69 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

9,340% more call options, than puts

Call options by funds: $472K | Put options by funds: $5K

88% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 69

55% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 20

19% more capital invested

Capital invested by funds: $1.31B → $1.55B (+$245M)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

4.49% more ownership

Funds ownership: 68.57%73.07% (+4.5%)

2% more funds holding

Funds holding: 271277 (+6)

Holders
277
Holders Change
+6
Holders Change %
+2.21%
% of All Funds
3.71%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
31
Increased
130
Reduced
69
Closed
20
Calls
$472K
Puts
$5K
Net Calls
+$467K
Net Calls Change
+$440K
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$11.8M +$3.5M +129,979 +42%
PAG
27
Private Advisor Group
New Jersey
$9.97M +$8.79M +326,437 +714%
Raymond James Financial
28
Raymond James Financial
Florida
$9.92M +$5.58M +207,071 +127%
BCG
29
Breakwater Capital Group
New Jersey
$9.32M +$765K +28,389 +9%
CTB
30
Country Trust Bank
Illinois
$8.2M
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$8.08M +$1.98M +73,579 +32%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$7.67M +$5.09M +188,770 +194%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$7.41M +$74.3K +2,760 +1%
AAS
34
Asset Allocation Strategies
Michigan
$6.99M -$409K -15,170 -5%
Osaic Holdings
35
Osaic Holdings
Arizona
$6.64M -$543K -20,154 -8%
PRI
36
Prepared Retirement Institute
Pennsylvania
$6.37M -$1.14M -42,183 -15%
UCFA
37
United Capital Financial Advisors
Texas
$6.3M +$212K +7,881 +3%
TNBTD
38
Trustmark National Bank Trust Department
Mississippi
$5.81M -$26.5K -985 -0.5%
BAAM
39
Baker Avenue Asset Management
California
$5.8M +$2.82M +104,516 +93%
SA
40
Scarborough Advisors
Maryland
$5.72M +$314K +11,669 +6%
Envestnet Portfolio Solutions
41
Envestnet Portfolio Solutions
Illinois
$5.59M +$593K +22,000 +12%
GVAG
42
Great Valley Advisor Group
Delaware
$5.2M +$739K +27,444 +16%
Bank of New York Mellon
43
Bank of New York Mellon
New York
$5M +$1.19M +44,128 +31%
HAG
44
HF Advisory Group
Maryland
$4.9M +$494K +18,336 +11%
CWA
45
Continuum Wealth Advisors
New York
$4.63M +$88.2K +3,274 +2%
CWM
46
Capital Wealth Management
Rhode Island
$4.52M +$362K +13,440 +9%
CT
47
Coastline Trust
Rhode Island
$4.47M +$287K +10,646 +7%
SIM
48
SSI Investment Management
California
$4.12M +$4.14M +153,651 New
DL
49
DOHJ LLC
Washington
$3.99M +$203K +7,546 +5%
Invesco
50
Invesco
Georgia
$3.98M -$576K -21,382 -13%