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iShares Fallen Angels USD Bond ETF

268 hedge funds and large institutions have $1.27B invested in iShares Fallen Angels USD Bond ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 84 increasing their positions, 106 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

18% less capital invested

Capital invested by funds: $1.55B → $1.27B (-$279M)

21% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 106

Holders
268
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$320K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPW
76
Parcion Private Wealth
Washington
$2.08M
PWM
77
Perigon Wealth Management
California
$2.03M
IA
78
IFG Advisory
Georgia
$2.03M
FWA
79
FOCUS Wealth Advisors
Texas
$2M
NCM
80
Novare Capital Management
North Carolina
$2M
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$1.91M
DLCIG
82
D.L. Carlson Investment Group
New Hampshire
$1.86M
IPW
83
Impact Partnership Wealth
Georgia
$1.86M
MLM
84
Mount Lucas Management
Pennsylvania
$1.84M
BCI
85
Brinker Capital Investments
Pennsylvania
$1.77M
MG
86
Marex Group
$1.77M
FTS
87
Fifth Third Securities
Ohio
$1.7M
IWC
88
Integrated Wealth Concepts
Massachusetts
$1.64M
AC
89
Addison Capital
Pennsylvania
$1.59M
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$1.49M
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
$1.42M
WAS
92
Wealth Advisory Solutions
Indiana
$1.35M
AFP
93
Ausdal Financial Partners
Iowa
$1.34M
DI
94
DDFG Inc
California
$1.33M
MEAC
95
M.E. Allison & Co
Texas
$1.3M
JPMorgan Chase & Co
96
JPMorgan Chase & Co
New York
$1.25M
RWM
97
Rialto Wealth Management
New York
$1.24M
SA
98
Sovran Advisors
California
$1.21M
IA
99
Insight Advisors
Pennsylvania
$1.2M
AWM
100
AE Wealth Management
Kansas
$1.2M