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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 30 closing their positions.

Holders
267
Holders Change
-7
Holders Change %
-2.55%
% of All Funds
3.59%
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
30
Calls
$320K
Puts
–
Net Calls
+$320K
Net Calls Change
-$147K

Top Buyers

1
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$94.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$99.7M
3
State of Tennessee, Department of Treasury
3
State of Tennessee, Department of Treasury
Tennessee
$93.1M
4
TC
4
Toews Corporation
New Jersey
$9.42M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$7.59M

Top Sellers

1
MG
1
Mather Group
Illinois
$2.8M
2
Ameriprise
2
Ameriprise
Minnesota
$18.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$42.2M
4
AIA
4
Angeles Investment Advisors
California
$9.93M
5
PA
5
Procyon Advisors
Connecticut
$376K
Name Market Value Shares Shares
Change 		Shares
Change %
IWP
51
Insight Wealth Partners
Texas
$3.64M 134,016 +5,555 +4%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$3.6M 132,625 -168,948 -56%
MWG
53
Martin Worley Group
Utah
$3.59M 132,404 +14,484 +12%
OMC
54
Old Mission Capital
Illinois
$3.54M 130,334 +70,131 +116%
KIA
55
Kraematon Investment Advisors
Massachusetts
$3.52M 129,653 +2,096 +2%
Invesco
56
Invesco
Georgia
$3.49M 128,609 -19,796 -13%
KAS
57
Kestra Advisory Services
Texas
$3.48M 128,267 +56,295 +78%
IP
58
Ignite Planners
California
$3.48M 128,772 +8,523 +7%
DWM
59
Diversify Wealth Management
Utah
$3.38M 124,852 +3,603 +3%
Allianz Asset Management
60
Allianz Asset Management
Germany
$3.37M 124,200 – –
GMA
61
Glassy Mountain Advisors
Maryland
$3.3M 121,633 +1,494 +1%
Jane Street
62
Jane Street
New York
$3.27M 120,607 -450,722 -79%
US Bancorp
63
US Bancorp
Minnesota
$2.95M 108,872 +10,165 +10%
MG
64
Mather Group
Illinois
$2.8M 103,235 -10,030,534 -99%
Mercer Global Advisors
65
Mercer Global Advisors
Colorado
$2.75M 101,443 -5,733 -5%
CPG
66
Cornerstone Planning Group
New Jersey
$2.72M 100,791 +6,699 +7%
Cerity Partners
67
Cerity Partners
New York
$2.67M 98,367 -8,539 -8%
Renaissance Technologies
68
Renaissance Technologies
New York
$2.63M 97,084 +78,884 +433%
MNA
69
Manning & Napier Advisors
New York
$2.58M 95,229 +3,999 +4%
Citigroup
70
Citigroup
New York
$2.46M 90,746 -7,708 -8%
UCFA
71
United Capital Financial Advisors
Texas
$2.29M 84,531 -150,614 -64%
FCBT
72
First Citizens Bank & Trust
North Carolina
$2.21M 81,518 +94 +0.1%
AI
73
AXS Investments
New York
$2.16M 79,452 +79,452 New
FAM
74
Forte Asset Management
New York
$2.13M 78,481 +481 +0.6%
PPW
75
Parcion Private Wealth
Washington
$2.08M 76,478 -1,204 -2%
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