We are live on ! Find out more
FALN icon

iShares Fallen Angels USD Bond ETF

269 hedge funds and large institutions have $1.31B invested in iShares Fallen Angels USD Bond ETF in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 106 increasing their positions, 89 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 89

11% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 27

3% more capital invested

Capital invested by funds: $1.27B → $1.31B (+$33.3M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1% less funds holding

Funds holding: 271269 (-2)

1.96% less ownership

Funds ownership: 73.49%71.53% (-2%)

Holders
269
Holders Change
-2
Holders Change %
-0.74%
% of All Funds
3.53%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
30
Increased
106
Reduced
89
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
76
Novare Capital Management
North Carolina
$2.17M +$123K +4,530 +6%
ATS
77
Ashton Thomas Securities
New York
$2.17M +$2.13M +78,052 New
IA
78
IFG Advisory
Georgia
$2.12M +$40.3K +1,478 +2%
FWA
79
FOCUS Wealth Advisors
Texas
$2.06M +$13.8K +508 +0.7%
AC
80
Addison Capital
Pennsylvania
$1.95M +$314K +11,513 +20%
MLM
81
Mount Lucas Management
Pennsylvania
$1.94M +$57K +2,091 +3%
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$1.82M -$137K -5,021 -7%
BCI
83
Brinker Capital Investments
Pennsylvania
$1.81M -$5.37K -197 -0.3%
IWC
84
Integrated Wealth Concepts
Massachusetts
$1.8M +$119K +4,356 +7%
OWA
85
Outlook Wealth Advisors
Texas
$1.76M +$1.73M +63,465 New
FTS
86
Fifth Third Securities
Ohio
$1.72M -$20.3K -747 -1%
Renaissance Technologies
87
Renaissance Technologies
New York
$1.72M -$961K -35,284 -36%
SA
88
Sovran Advisors
California
$1.68M +$438K +16,093 +36%
AI
89
AXS Investments
New York
$1.58M -$613K -22,510 -28%
AFP
90
Ausdal Financial Partners
Iowa
$1.44M +$64.5K +2,368 +5%
WAS
91
Wealth Advisory Solutions
Indiana
$1.4M +$14.7K +539 +1%
DI
92
DDFG Inc
California
$1.39M +$21.1K +775 +2%
MEAC
93
M.E. Allison & Co
Texas
$1.33M +$1.01K +37 +0.1%
RWM
94
Rialto Wealth Management
New York
$1.27M
IA
95
Insight Advisors
Pennsylvania
$1.23M +$3.51K +129 +0.3%
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$1.23M -$219K -8,024 -15%
GIA
97
Gladstone Institutional Advisory
Florida
$1.19M +$38.8K +1,426 +3%
FFA
98
Farther Finance Advisors
California
$1.17M +$15.2K +558 +1%
CWM
99
Centurion Wealth Management
Virginia
$1.15M +$1.13M +41,489 New
DADC
100
D.A. Davidson & Co
Montana
$1.13M +$43.5K +1,597 +4%