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iShares Fallen Angels USD Bond ETF

269 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, 106 increasing their positions, 89 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 89

11% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 27

3% more capital invested

Capital invested by funds: $1.27B → $1.31B (+$33.3M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1% less funds holding

Funds holding: 271269 (-2)

1.96% less ownership

Funds ownership: 73.49%71.53% (-2%)

Holders
269
Holders Change
-2
Holders Change %
-0.74%
% of All Funds
3.53%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
30
Increased
106
Reduced
89
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
51
Synergy Asset Management
Washington
$3.88M +$3.81M +139,716 New
ACM
52
Ashford Capital Management
Delaware
$3.86M +$3.78M +138,793 New
KAS
53
Kestra Advisory Services
Texas
$3.75M +$185K +6,782 +5%
DWM
54
Diversify Wealth Management
Utah
$3.56M +$147K +5,387 +4%
KIA
55
Kraematon Investment Advisors
Massachusetts
$3.5M -$99.8K -3,665 -3%
IPW
56
Impact Partnership Wealth
Georgia
$3.48M +$1.55M +56,823 +83%
Allianz Asset Management
57
Allianz Asset Management
Germany
$3.45M
IP
58
Ignite Planners
California
$3.43M -$144K -5,270 -4%
Envestnet Portfolio Solutions
59
Envestnet Portfolio Solutions
Illinois
$3.42M -$1.06M -38,820 -24%
US Bancorp
60
US Bancorp
Minnesota
$3.16M +$132K +4,843 +4%
GMA
61
Glassy Mountain Advisors
Maryland
$3.07M -$300K -11,001 -9%
MG
62
Marex Group
$3.06M +$1.23M +45,141 +69%
MML Investors Services
63
MML Investors Services
Massachusetts
$3.06M -$9.19M -337,255 -75%
CPG
64
Cornerstone Planning Group
New Jersey
$2.79M +$12.4K +457 +0.5%
NP
65
NorthRock Partners
Minnesota
$2.73M +$2.68M +98,288 New
AWM
66
AE Wealth Management
Kansas
$2.71M +$1.46M +53,467 +121%
Cerity Partners
67
Cerity Partners
New York
$2.65M -$82.3K -3,020 -3%
MNA
68
Manning & Napier Advisors
New York
$2.59M -$57.1K -2,096 -2%
MG
69
Mather Group
Illinois
$2.55M -$308K -11,302 -11%
PPW
70
Parcion Private Wealth
Washington
$2.43M +$295K +10,828 +14%
FCBT
71
First Citizens Bank & Trust
North Carolina
$2.42M +$150K +5,506 +7%
Citigroup
72
Citigroup
New York
$2.41M -$104K -3,826 -4%
PWM
73
Perigon Wealth Management
California
$2.36M +$273K +10,004 +13%
DLCIG
74
D.L. Carlson Investment Group
New Hampshire
$2.24M +$324K +11,894 +17%
FAM
75
Forte Asset Management
New York
$2.18M