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iShares Fallen Angels USD Bond ETF

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.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$472K
Puts
$5K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$11.8M
PAG
27
Private Advisor Group
New Jersey
$9.97M
Raymond James Financial
28
Raymond James Financial
Florida
$9.92M
BCG
29
Breakwater Capital Group
New Jersey
$9.32M
CTB
30
Country Trust Bank
Illinois
$8.2M
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$8.08M
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$7.67M
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$7.41M
AAS
34
Asset Allocation Strategies
Michigan
$6.99M
Osaic Holdings
35
Osaic Holdings
Arizona
$6.64M
PRI
36
Prepared Retirement Institute
Pennsylvania
$6.37M
UCFA
37
United Capital Financial Advisors
Texas
$6.3M
TNBTD
38
Trustmark National Bank Trust Department
Mississippi
$5.81M
BAAM
39
Baker Avenue Asset Management
California
$5.8M
SA
40
Scarborough Advisors
Maryland
$5.72M
Envestnet Portfolio Solutions
41
Envestnet Portfolio Solutions
Illinois
$5.59M
GVAG
42
Great Valley Advisor Group
Delaware
$5.2M
Bank of New York Mellon
43
Bank of New York Mellon
New York
$5M
HAG
44
HF Advisory Group
Maryland
$4.9M
CWA
45
Continuum Wealth Advisors
New York
$4.63M
CWM
46
Capital Wealth Management
Rhode Island
$4.52M
CT
47
Coastline Trust
Rhode Island
$4.47M
SIM
48
SSI Investment Management
California
$4.12M
DL
49
DOHJ LLC
Washington
$3.99M
Invesco
50
Invesco
Georgia
$3.98M