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iShares Fallen Angels USD Bond ETF

274 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 30 funds opening new positions, 129 increasing their positions, 68 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$472K
Puts
$5K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPW
76
Parcion Private Wealth
Washington
$2.08M
CPBTD
77
Central Pacific Bank - Trust Division
Hawaii
$1.97M
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$1.96M
FWA
79
FOCUS Wealth Advisors
Texas
$1.96M
FTS
80
Fifth Third Securities
Ohio
$1.94M
IA
81
IFG Advisory
Georgia
$1.94M
KAS
82
Kestra Advisory Services
Texas
$1.93M
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$1.93M
NCM
84
Novare Capital Management
North Carolina
$1.9M
PWM
85
Perigon Wealth Management
California
$1.87M
MLM
86
Mount Lucas Management
Pennsylvania
$1.8M
MAM
87
Milestone Asset Management
Pennsylvania
$1.71M
OAS
88
Optivise Advisory Services
Tennessee
$1.67M
CP
89
Cumberland Partners
Ontario, Canada
$1.63M
OMC
90
Old Mission Capital
Illinois
$1.61M
IWC
91
Integrated Wealth Concepts
Massachusetts
$1.58M
Baird Financial Group
92
Baird Financial Group
Wisconsin
$1.46M
AC
93
Addison Capital
Pennsylvania
$1.45M
ASN
94
Advisory Services Network
Georgia
$1.38M
Stifel Financial
95
Stifel Financial
Missouri
$1.37M
WAS
96
Wealth Advisory Solutions
Indiana
$1.36M
Comerica Bank
97
Comerica Bank
Texas
$1.35M
DI
98
DDFG Inc
California
$1.33M
PS
99
Principal Securities
Iowa
$1.33M
AFP
100
Ausdal Financial Partners
Iowa
$1.33M