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iShares Fallen Angels USD Bond ETF

293 hedge funds and large institutions have $1.21B invested in iShares Fallen Angels USD Bond ETF in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 127 increasing their positions, 92 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 92

0% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 30

0.99% less ownership

Funds ownership: 69.27%68.28% (-0.99%)

2% less funds holding

Funds holding: 298293 (-5)

6% less capital invested

Capital invested by funds: $1.29B → $1.21B (-$77.2M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
293
Holders Change
-5
Holders Change %
-1.68%
% of All Funds
3.61%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
30
Increased
127
Reduced
92
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
101
D.A. Davidson & Co
Montana
$1.13M +$7.47K +274 +0.7%
CWM
102
Centurion Wealth Management
Virginia
$1.12M +$818 +30 +0.1%
GSEP
103
Golden State Equity Partners
California
$1.06M +$598K +21,906 +123%
SIM
104
Seaview Investment Managers
Florida
$1.05M +$533K +19,542 +99%
William Blair & Company
105
William Blair & Company
Illinois
$1.03M -$16.8K -616 -2%
Stifel Financial
106
Stifel Financial
Missouri
$1.02M +$153K +5,591 +17%
EH
107
Equitable Holdings
New York
$1M +$358K +13,125 +55%
OCA
108
OpenArc Corporate Advisory
Georgia
$1M +$94.3K +3,455 +10%
GWM
109
Geneos Wealth Management
Colorado
$991K +$57.2K +2,096 +6%
AWM
110
AE Wealth Management
Kansas
$965K -$1.76M -64,688 -64%
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$948K -$88.2K -3,233 -8%
OC
112
Oppenheimer & Co
New York
$937K +$29.7K +1,090 +3%
TWM
113
TriaGen Wealth Management
California
$905K +$44.5K +1,632 +5%
PS
114
Principal Securities
Iowa
$867K -$43.9K -1,608 -5%
SC
115
Sierra Capital
Florida
$833K
NP
116
NorthRock Partners
Minnesota
$832K -$341K -12,516 -29%
VWM
117
Valley Wealth Managers
New Jersey
$817K -$6.22K -228 -0.7%
RWM
118
Rialto Wealth Management
New York
$805K -$421K -15,424 -34%
PCIA
119
Prime Capital Investment Advisors
Kansas
$802K -$464 -17 -0.1%
VI
120
VectorGlobal IAG
Florida
$795K +$812K +29,754 New
LA
121
LexAurum Advisors
Kansas
$790K +$807K +29,577 New
SIM
122
Stratos Investment Management
Ohio
$787K +$2.54K +93 +0.3%
KWM
123
Kingsview Wealth Management
Oregon
$768K +$16.9K +621 +2%
MFG
124
Merit Financial Group
Georgia
$767K +$783K +28,718 New
Mariner
125
Mariner
Kansas
$756K +$41.8K +1,534 +6%