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iShares Fallen Angels USD Bond ETF

277 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 31 funds opening new positions, 130 increasing their positions, 69 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

9,340% more call options, than puts

Call options by funds: $472K | Put options by funds: $5K

88% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 69

55% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 20

19% more capital invested

Capital invested by funds: $1.31B → $1.55B (+$245M)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

4.49% more ownership

Funds ownership: 68.57%73.07% (+4.5%)

2% more funds holding

Funds holding: 271277 (+6)

Holders
277
Holders Change
+6
Holders Change %
+2.21%
% of All Funds
3.71%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
31
Increased
130
Reduced
69
Closed
20
Calls
$472K
Puts
$5K
Net Calls
+$467K
Net Calls Change
+$440K
Name Holding Trade Value Shares
Change
Change in
Stake
PPW
76
Parcion Private Wealth
Washington
$2.08M +$175K +6,484 +9%
CPBTD
77
Central Pacific Bank - Trust Division
Hawaii
$1.97M +$1.98M +73,410 New
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$1.96M -$6.63K -246 -0.3%
FWA
79
FOCUS Wealth Advisors
Texas
$1.96M +$146K +5,409 +8%
FTS
80
Fifth Third Securities
Ohio
$1.94M +$91.1K +3,381 +5%
IA
81
IFG Advisory
Georgia
$1.94M +$60.8K +2,256 +3%
KAS
82
Kestra Advisory Services
Texas
$1.93M +$738K +27,401 +61%
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$1.93M +$1.94M +71,972 New
NCM
84
Novare Capital Management
North Carolina
$1.9M +$174K +6,450 +10%
PWM
85
Perigon Wealth Management
California
$1.87M +$32.6K +1,210 +2%
MLM
86
Mount Lucas Management
Pennsylvania
$1.8M -$18.4K -684 -1%
MAM
87
Milestone Asset Management
Pennsylvania
$1.71M +$1.72M +64,009 New
OAS
88
Optivise Advisory Services
Tennessee
$1.67M -$1.05M -38,867 -38%
CP
89
Cumberland Partners
Ontario, Canada
$1.63M +$420K +15,600 +35%
OMC
90
Old Mission Capital
Illinois
$1.61M +$1.62M +60,203 New
IWC
91
Integrated Wealth Concepts
Massachusetts
$1.58M +$987K +36,637 +163%
Baird Financial Group
92
Baird Financial Group
Wisconsin
$1.46M -$69.3K -2,573 -4%
AC
93
Addison Capital
Pennsylvania
$1.45M +$104K +3,860 +8%
ASN
94
Advisory Services Network
Georgia
$1.38M +$1.01M +37,443 +265%
Stifel Financial
95
Stifel Financial
Missouri
$1.37M +$343K +12,747 +33%
WAS
96
Wealth Advisory Solutions
Indiana
$1.36M -$113K -4,179 -8%
Comerica Bank
97
Comerica Bank
Texas
$1.35M +$103K +3,840 +8%
DI
98
DDFG Inc
California
$1.33M +$269K +9,988 +25%
PS
99
Principal Securities
Iowa
$1.33M +$220K +8,168 +20%
AFP
100
Ausdal Financial Partners
Iowa
$1.33M +$122K +4,520 +10%