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iShares Fallen Angels USD Bond ETF

269 hedge funds and large institutions have $1.27B invested in iShares Fallen Angels USD Bond ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 85 increasing their positions, 105 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

18% less capital invested

Capital invested by funds: $1.55B → $1.27B (-$277M)

19% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 105

Holders
269
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$320K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$9.21M
BAAM
27
Baker Avenue Asset Management
California
$8.77M
CTB
28
Country Trust Bank
Illinois
$8.3M
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$7.6M
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$7.59M
Osaic Holdings
31
Osaic Holdings
Arizona
$7.31M
PAG
32
Private Advisor Group
New Jersey
$6.86M
PRI
33
Prepared Retirement Institute
Pennsylvania
$6.7M
SA
34
Scarborough Advisors
Maryland
$6.63M
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$6.25M
AAS
36
Asset Allocation Strategies
Michigan
$6.19M
GVAG
37
Great Valley Advisor Group
Delaware
$6.03M
TNBTD
38
Trustmark National Bank Trust Department
Mississippi
$5.89M
WIA
39
World Investment Advisors
California
$5.82M
HAG
40
HF Advisory Group
Maryland
$5.61M
TFA
41
Transamerica Financial Advisors
Florida
$5.1M
Raymond James Financial
42
Raymond James Financial
Florida
$5.02M
CWM
43
Capital Wealth Management
Rhode Island
$4.74M
PBF
44
Petix & Botte Financial
California
$4.54M
IFA
45
Independence Financial Advisors
New Hampshire
$4.45M
QC
46
Quadrature Capital
United Kingdom
$4.45M
Envestnet Portfolio Solutions
47
Envestnet Portfolio Solutions
Illinois
$4.4M
CWA
48
Continuum Wealth Advisors
New York
$4.28M
CT
49
Coastline Trust
Rhode Island
$4.11M
Bank of New York Mellon
50
Bank of New York Mellon
New York
$3.8M