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iShares Fallen Angels USD Bond ETF

293 hedge funds and large institutions have $1.21B invested in iShares Fallen Angels USD Bond ETF in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 127 increasing their positions, 92 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 92

0% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 30

0.99% less ownership

Funds ownership: 69.27%68.28% (-0.99%)

2% less funds holding

Funds holding: 298293 (-5)

6% less capital invested

Capital invested by funds: $1.29B → $1.21B (-$77.2M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
293
Holders Change
-5
Holders Change %
-1.68%
% of All Funds
3.61%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
30
Increased
127
Reduced
92
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
51
US Bancorp
Minnesota
$3.4M +$103K +3,760 +3%
JP Morgan Chase
52
JP Morgan Chase
New York
$3.39M +$2.14M +78,495 +158%
MML Investors Services
53
MML Investors Services
Massachusetts
$3.33M +$56.9K +2,087 +2%
Allianz Asset Management
54
Allianz Asset Management
Germany
$3.32M
Envestnet Portfolio Solutions
55
Envestnet Portfolio Solutions
Illinois
$3.22M -$292K -10,701 -8%
GMA
56
Glassy Mountain Advisors
Maryland
$3.15M +$89.1K +3,266 +3%
CIA
57
Concurrent Investment Advisors
Florida
$2.99M +$1.89M +69,253 +163%
OIA
58
OneDigital Investment Advisors
Kansas
$2.93M -$120K -4,386 -4%
CPG
59
Cornerstone Planning Group
New Jersey
$2.81M -$77.6K -2,843 -3%
MNA
60
Manning & Napier Advisors
New York
$2.71M +$68.3K +2,505 +3%
Cerity Partners
61
Cerity Partners
New York
$2.64M +$50.8K +1,863 +2%
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$2.63M -$2.27M -83,195 -46%
SFC
63
Strategic Financial Concepts
Texas
$2.63M +$72.9K +2,672 New
DLCIG
64
D.L. Carlson Investment Group
New Hampshire
$2.61M +$145K +5,324 +6%
IAA
65
Independent Advisor Alliance
North Carolina
$2.6M +$2.66M +97,342 New
HighTower Advisors
66
HighTower Advisors
Illinois
$2.55M +$1.29M +47,206 +98%
NCM
67
Novare Capital Management
North Carolina
$2.51M +$342K +12,535 +15%
AC
68
Addison Capital
Pennsylvania
$2.51M +$116K +4,268 +5%
P
69
&Partners
Tennessee
$2.51M +$862K +31,583 +51%
PWM
70
Perigon Wealth Management
California
$2.5M +$28.9K +1,059 +1%
PPW
71
Parcion Private Wealth
Washington
$2.49M +$104K +3,823 +4%
PCP
72
Proficio Capital Partners
Massachusetts
$2.4M +$1.07M +39,250 +77%
IWA
73
Integrity Wealth Advisors
California
$2.36M +$924K +33,886 +62%
NF
74
Napier Financial
Massachusetts
$2.29M -$59.7K -2,187 -2%
SFA
75
Sequoia Financial Advisors
Ohio
$2.27M -$727K -26,636 -24%