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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 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
-7
Holders Change %
-2.55%
% of All Funds
3.58%
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
31
Calls
$320K
Puts
–
Net Calls
+$320K
Net Calls Change
-$147K

Top Buyers

1
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$94.4M
2
Morgan Stanley
Morgan Stanley
New York
+$23.2M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$15.8M
4
TC
Toews Corporation
New Jersey
+$9.42M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$7.59M

Top Sellers

1
MG
Mather Group
Illinois
-$272M
2
Ameriprise
Ameriprise
Minnesota
-$37.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$25.9M
4
AIA
Angeles Investment Advisors
California
-$25.2M
5
PA
Procyon Advisors
Connecticut
-$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAAM
26
Baker Avenue Asset Management
California
$8.77M +$2.89M +106,505 +49%
CTB
27
Country Trust Bank
Illinois
$8.3M – – –
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$7.6M +$91.1K +3,357 +1%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$7.59M +$7.59M +279,751 New
PAG
30
Private Advisor Group
New Jersey
$6.86M -$3.25M -119,570 -32%
PRI
31
Prepared Retirement Institute
Pennsylvania
$6.7M +$238K +8,771 +4%
SA
32
Scarborough Advisors
Maryland
$6.63M +$833K +30,688 +14%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$6.25M -$1.51M -55,809 -20%
AAS
34
Asset Allocation Strategies
Michigan
$6.19M -$893K -32,907 -13%
GVAG
35
Great Valley Advisor Group
Delaware
$6.03M +$766K +28,215 +15%
TNBTD
36
Trustmark National Bank Trust Department
Mississippi
$5.89M – – –
WIA
37
World Investment Advisors
California
$5.82M +$3.14M +115,866 +118%
Osaic Holdings
38
Osaic Holdings
Arizona
$5.77M -$905K -33,615 -14%
HAG
39
HF Advisory Group
Maryland
$5.61M +$641K +23,627 +13%
TFA
40
Transamerica Financial Advisors
Florida
$5.1M +$5.1M +187,751 New
Raymond James Financial
41
Raymond James Financial
Florida
$5.02M -$5.03M -185,264 -50%
CWM
42
Capital Wealth Management
Rhode Island
$4.74M +$167K +6,169 +4%
PBF
43
Petix & Botte Financial
California
$4.54M +$675K +24,864 +17%
IFA
44
Independence Financial Advisors
New Hampshire
$4.45M -$7.66M -282,135 -63%
QC
45
Quadrature Capital
United Kingdom
$4.45M +$4.45M +163,947 New
Envestnet Portfolio Solutions
46
Envestnet Portfolio Solutions
Illinois
$4.4M -$1.27M -46,641 -22%
CWA
47
Continuum Wealth Advisors
New York
$4.28M -$409K -15,071 -9%
CT
48
Coastline Trust
Rhode Island
$4.11M -$422K -15,555 -9%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$3.8M -$1.27M -46,671 -25%
HFA
50
Hershey Financial Advisers
Pennsylvania
$3.75M +$3.75M +138,261 New
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