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iShares Fallen Angels USD Bond ETF

269 hedge funds and large institutions have $1.31B invested in iShares Fallen Angels USD Bond ETF in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 106 increasing their positions, 89 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 89

11% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 27

3% more capital invested

Capital invested by funds: $1.27B → $1.31B (+$33.3M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1% less funds holding

Funds holding: 271269 (-2)

1.96% less ownership

Funds ownership: 73.49%71.53% (-2%)

Holders
269
Holders Change
-2
Holders Change %
-0.74%
% of All Funds
3.53%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
30
Increased
106
Reduced
89
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$7.78M +$354K +12,981 +5%
PRI
27
Prepared Retirement Institute
Pennsylvania
$7.5M +$633K +23,255 +9%
WIA
28
World Investment Advisors
California
$7.48M +$1.49M +54,688 +26%
OIA
29
OneDigital Investment Advisors
Kansas
$7.38M -$7.69M -282,366 -52%
SA
30
Scarborough Advisors
Maryland
$7.19M +$393K +14,430 +6%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$7.09M -$674K -24,731 -9%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$7M -$35.5M -1,301,723 -84%
PAG
33
Private Advisor Group
New Jersey
$6.82M -$192K -7,035 -3%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$6.65M -$6.27M -230,291 -49%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$6.3M -$92K -3,379 -1%
GVAG
36
Great Valley Advisor Group
Delaware
$6.28M +$107K +3,933 +2%
HAG
37
HF Advisory Group
Maryland
$6.24M +$493K +18,083 +9%
TNBTD
38
Trustmark National Bank Trust Department
Mississippi
$6M -$27.5K -1,009 -0.5%
BAAM
39
Baker Avenue Asset Management
California
$5.43M -$3.48M -127,589 -39%
PBF
40
Petix & Botte Financial
California
$5.28M +$619K +22,715 +14%
TFA
41
Transamerica Financial Advisors
Florida
$5.25M +$33.6K +1,233 +0.7%
AAS
42
Asset Allocation Strategies
Michigan
$5.14M -$1.17M -42,940 -19%
CWM
43
Capital Wealth Management
Rhode Island
$4.85M -$4.66K -171 -0.1%
CTB
44
Country Trust Bank
Illinois
$4.72M -$3.7M -136,000 -44%
Raymond James Financial
45
Raymond James Financial
Florida
$4.43M -$691K -25,361 -14%
IWP
46
Insight Wealth Partners
Texas
$4.33M +$595K +21,840 +16%
CT
47
Coastline Trust
Rhode Island
$4.25M +$42.7K +1,566 +1%
CWA
48
Continuum Wealth Advisors
New York
$4.25M -$130K -4,781 -3%
SFA
49
Sequoia Financial Advisors
Ohio
$4.21M +$4.12M +151,389 New
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$4.05M +$364K +13,364 +10%