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iShares Fallen Angels USD Bond ETF

277 hedge funds and large institutions have $1.55B invested in iShares Fallen Angels USD Bond ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 130 increasing their positions, 69 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

9,340% more call options, than puts

Call options by funds: $472K | Put options by funds: $5K

88% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 69

55% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 20

19% more capital invested

Capital invested by funds: $1.31B → $1.55B (+$245M)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

4.49% more ownership

Funds ownership: 68.57%73.07% (+4.5%)

2% more funds holding

Funds holding: 271277 (+6)

Holders
277
Holders Change
+6
Holders Change %
+2.21%
% of All Funds
3.71%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
31
Increased
130
Reduced
69
Closed
20
Calls
$472K
Puts
$5K
Net Calls
+$467K
Net Calls Change
+$440K
Name Holding Trade Value Shares
Change
Change in
Stake
PBF
51
Petix & Botte Financial
California
$3.81M +$1.11M +41,231 +41%
GS
52
GTS Securities
New York
$3.67M +$3.69M +136,913 New
AWS
53
Atria Wealth Solutions
New York
$3.45M +$2.73M +101,349 +367%
IWP
54
Insight Wealth Partners
Texas
$3.44M +$141K +5,248 +4%
KIA
55
Kraematon Investment Advisors
Massachusetts
$3.42M -$119K -4,402 -3%
Allianz Asset Management
56
Allianz Asset Management
Germany
$3.33M +$827K +30,700 +33%
GMA
57
Glassy Mountain Advisors
Maryland
$3.22M +$10.9K +403 +0.3%
DWM
58
Diversify Wealth Management
Utah
$3.21M -$1.34M -49,706 -29%
MWG
59
Martin Worley Group
Utah
$3.16M +$505K +18,737 +19%
IP
60
Ignite Planners
California
$3.14M +$313K +11,635 +11%
PAS
61
Park Avenue Securities
New York
$3.11M +$530K +19,666 +20%
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$2.87M -$184K -6,832 -6%
Cerity Partners
63
Cerity Partners
New York
$2.86M -$111K -4,129 -4%
Citadel Advisors
64
Citadel Advisors
Florida
$2.7M +$1.24M +45,898 +84%
US Bancorp
65
US Bancorp
Minnesota
$2.64M +$4.53K +168 +0.2%
WIA
66
World Investment Advisors
California
$2.64M -$1.4M -51,986 -35%
Citigroup
67
Citigroup
New York
$2.64M -$323K -11,984 -11%
IPW
68
Impact Partnership Wealth
Georgia
$2.58M +$54.1K +2,009 +2%
CPG
69
Cornerstone Planning Group
New Jersey
$2.45M +$41.4K +1,535 +2%
MNA
70
Manning & Napier Advisors
New York
$2.44M -$11.4K -423 -0.5%
GWM
71
Geneos Wealth Management
Colorado
$2.29M +$1.25M +46,459 +119%
DLCIG
72
D.L. Carlson Investment Group
New Hampshire
$2.22M -$75.7K -2,810 -3%
UFA
73
US Financial Advisors
Massachusetts
$2.18M +$45.9K +1,704 +2%
FCBT
74
First Citizens Bank & Trust
North Carolina
$2.18M +$206K +7,629 +10%
FAM
75
Forte Asset Management
New York
$2.09M