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iShares Fallen Angels USD Bond ETF

268 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, 105 increasing their positions, 89 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
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
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$7.78M
PRI
27
Prepared Retirement Institute
Pennsylvania
$7.5M
WIA
28
World Investment Advisors
California
$7.48M
OIA
29
OneDigital Investment Advisors
Kansas
$7.38M
SA
30
Scarborough Advisors
Maryland
$7.19M
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$7.09M
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$7M
PAG
33
Private Advisor Group
New Jersey
$6.82M
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$6.65M
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$6.3M
GVAG
36
Great Valley Advisor Group
Delaware
$6.28M
HAG
37
HF Advisory Group
Maryland
$6.24M
TNBTD
38
Trustmark National Bank Trust Department
Mississippi
$6M
BAAM
39
Baker Avenue Asset Management
California
$5.43M
PBF
40
Petix & Botte Financial
California
$5.28M
TFA
41
Transamerica Financial Advisors
Florida
$5.25M
AAS
42
Asset Allocation Strategies
Michigan
$5.14M
CWM
43
Capital Wealth Management
Rhode Island
$4.85M
CTB
44
Country Trust Bank
Illinois
$4.72M
Raymond James Financial
45
Raymond James Financial
Florida
$4.43M
IWP
46
Insight Wealth Partners
Texas
$4.33M
CT
47
Coastline Trust
Rhode Island
$4.25M
CWA
48
Continuum Wealth Advisors
New York
$4.25M
SFA
49
Sequoia Financial Advisors
Ohio
$4.21M
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$4.05M