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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 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
-7
Holders Change %
-2.55%
% of All Funds
3.58%
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
31
Calls
$320K
Puts
–
Net Calls
+$320K
Net Calls Change
-$147K

Top Buyers

1
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$94.4M
2
Morgan Stanley
Morgan Stanley
New York
+$23.2M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$15.8M
4
TC
Toews Corporation
New Jersey
+$9.42M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$7.59M

Top Sellers

1
MG
Mather Group
Illinois
-$272M
2
Ameriprise
Ameriprise
Minnesota
-$37.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$25.9M
4
AIA
Angeles Investment Advisors
California
-$25.2M
5
PA
Procyon Advisors
Connecticut
-$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
76
Perigon Wealth Management
California
$2.03M +$140K +5,165 +7%
IA
77
IFG Advisory
Georgia
$2.03M +$60.3K +2,221 +3%
FWA
78
FOCUS Wealth Advisors
Texas
$2M +$17.5K +646 +0.9%
NCM
79
Novare Capital Management
North Carolina
$2M +$80.7K +2,975 +4%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$1.91M -$72.8K -2,681 -4%
DLCIG
81
D.L. Carlson Investment Group
New Hampshire
$1.86M -$386K -14,237 -17%
IPW
82
Impact Partnership Wealth
Georgia
$1.86M -$753K -27,762 -29%
MLM
83
Mount Lucas Management
Pennsylvania
$1.84M +$12.7K +467 +0.7%
BCI
84
Brinker Capital Investments
Pennsylvania
$1.77M +$898K +33,082 +103%
MG
85
Marex Group
$1.77M +$1.77M +65,139 New
FTS
86
Fifth Third Securities
Ohio
$1.7M -$271K -9,985 -14%
IWC
87
Integrated Wealth Concepts
Massachusetts
$1.64M +$36.2K +1,334 +2%
AC
88
Addison Capital
Pennsylvania
$1.59M +$120K +4,404 +8%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$1.49M +$1.12M +41,228 +304%
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$1.42M -$530K -19,517 -27%
WAS
91
Wealth Advisory Solutions
Indiana
$1.35M -$23.1K -850 -2%
AFP
92
Ausdal Financial Partners
Iowa
$1.34M -$1.11K -41 -0.1%
DI
93
DDFG Inc
California
$1.33M -$13.8K -508 -1%
MEAC
94
M.E. Allison & Co
Texas
$1.3M +$1.09K +40 +0.1%
JPMorgan Chase & Co
95
JPMorgan Chase & Co
New York
$1.25M +$34.4K +1,269 +3%
RWM
96
Rialto Wealth Management
New York
$1.24M -$85.9K -3,164 -6%
SA
97
Sovran Advisors
California
$1.21M +$529K +19,655 +78%
IA
98
Insight Advisors
Pennsylvania
$1.2M -$60.8K -2,241 -5%
AWM
99
AE Wealth Management
Kansas
$1.2M +$264K +9,743 +28%
CP
100
Cumberland Partners
Ontario, Canada
$1.18M -$475K -17,500 -29%
2 3
4
5 6