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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 %
PWM
76
Perigon Wealth Management
California
$2.03M 74,826 +5,165 +7%
IA
77
IFG Advisory
Georgia
$2.03M 74,795 +2,221 +3%
FWA
78
FOCUS Wealth Advisors
Texas
$2M 73,753 +646 +0.9%
NCM
79
Novare Capital Management
North Carolina
$2M 73,749 +2,975 +4%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$1.91M 70,541 -2,681 -4%
DLCIG
81
D.L. Carlson Investment Group
New Hampshire
$1.86M 68,701 -14,237 -17%
IPW
82
Impact Partnership Wealth
Georgia
$1.86M 68,426 -27,762 -29%
MLM
83
Mount Lucas Management
Pennsylvania
$1.84M 67,806 +467 +0.7%
BCI
84
Brinker Capital Investments
Pennsylvania
$1.77M 65,320 +33,082 +103%
MG
85
Marex Group
$1.77M 65,139 +65,139 New
FTS
86
Fifth Third Securities
Ohio
$1.7M 62,605 -9,985 -14%
IWC
87
Integrated Wealth Concepts
Massachusetts
$1.64M 60,484 +1,334 +2%
AC
88
Addison Capital
Pennsylvania
$1.59M 58,665 +4,404 +8%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$1.49M 54,798 +41,228 +304%
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$1.42M 52,455 -19,517 -27%
WAS
91
Wealth Advisory Solutions
Indiana
$1.35M 49,779 -850 -2%
AFP
92
Ausdal Financial Partners
Iowa
$1.34M 49,455 -41 -0.1%
DI
93
DDFG Inc
California
$1.33M 49,122 -508 -1%
MEAC
94
M.E. Allison & Co
Texas
$1.3M 47,929 +40 +0.1%
JPMorgan Chase & Co
95
JPMorgan Chase & Co
New York
$1.25M 45,912 +1,269 +3%
RWM
96
Rialto Wealth Management
New York
$1.24M 45,571 -3,164 -6%
SA
97
Sovran Advisors
California
$1.21M 44,799 +19,655 +78%
IA
98
Insight Advisors
Pennsylvania
$1.2M 44,303 -2,241 -5%
AWM
99
AE Wealth Management
Kansas
$1.2M 44,057 +9,743 +28%
CP
100
Cumberland Partners
Ontario, Canada
$1.18M 43,300 -17,500 -29%
2 3
4
5 6