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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 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
-7
Holders Change %
-2.55%
% of All Funds
3.58%
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
31
Calls
$320K
Puts
–
Net Calls
+$320K
Net Calls Change
-$147K

Top Buyers

1
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$94.4M
2
Morgan Stanley
Morgan Stanley
New York
+$23.2M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$15.8M
4
TC
Toews Corporation
New Jersey
+$9.42M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$7.59M

Top Sellers

1
MG
Mather Group
Illinois
-$272M
2
Ameriprise
Ameriprise
Minnesota
-$37.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$25.9M
4
AIA
Angeles Investment Advisors
California
-$25.2M
5
PA
Procyon Advisors
Connecticut
-$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWP
51
Insight Wealth Partners
Texas
$3.64M +$151K +5,555 +4%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$3.6M -$4.59M -168,948 -56%
MWG
53
Martin Worley Group
Utah
$3.59M +$393K +14,484 +12%
OMC
54
Old Mission Capital
Illinois
$3.54M +$1.9M +70,131 +116%
KIA
55
Kraematon Investment Advisors
Massachusetts
$3.52M +$56.9K +2,096 +2%
Invesco
56
Invesco
Georgia
$3.49M -$537K -19,796 -13%
KAS
57
Kestra Advisory Services
Texas
$3.48M +$1.53M +56,295 +78%
IP
58
Ignite Planners
California
$3.48M +$230K +8,523 +7%
DWM
59
Diversify Wealth Management
Utah
$3.38M +$97.6K +3,603 +3%
Allianz Asset Management
60
Allianz Asset Management
Germany
$3.37M – – –
GMA
61
Glassy Mountain Advisors
Maryland
$3.3M +$40.5K +1,494 +1%
Jane Street
62
Jane Street
New York
$3.27M -$12.2M -450,722 -79%
US Bancorp
63
US Bancorp
Minnesota
$2.95M +$276K +10,165 +10%
MG
64
Mather Group
Illinois
$2.8M -$272M -10,030,534 -99%
Mercer Global Advisors
65
Mercer Global Advisors
Colorado
$2.75M -$156K -5,733 -5%
CPG
66
Cornerstone Planning Group
New Jersey
$2.72M +$181K +6,699 +7%
Cerity Partners
67
Cerity Partners
New York
$2.67M -$232K -8,539 -8%
Renaissance Technologies
68
Renaissance Technologies
New York
$2.63M +$2.14M +78,884 +433%
MNA
69
Manning & Napier Advisors
New York
$2.58M +$109K +3,999 +4%
Citigroup
70
Citigroup
New York
$2.46M -$209K -7,708 -8%
UCFA
71
United Capital Financial Advisors
Texas
$2.29M -$4.09M -150,614 -64%
FCBT
72
First Citizens Bank & Trust
North Carolina
$2.21M +$2.55K +94 +0.1%
AI
73
AXS Investments
New York
$2.16M +$2.16M +79,452 New
FAM
74
Forte Asset Management
New York
$2.13M +$13.1K +481 +0.6%
PPW
75
Parcion Private Wealth
Washington
$2.08M -$32.7K -1,204 -2%
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