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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 30 closing their positions.

Holders
267
Holders Change
-7
Holders Change %
-2.55%
% of All Funds
3.59%
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
30
Calls
$320K
Puts
–
Net Calls
+$320K
Net Calls Change
-$147K

Top Buyers

1
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$94.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$99.7M
3
State of Tennessee, Department of Treasury
3
State of Tennessee, Department of Treasury
Tennessee
$93.1M
4
TC
4
Toews Corporation
New Jersey
$9.42M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$7.59M

Top Sellers

1
MG
1
Mather Group
Illinois
$2.8M
2
Ameriprise
2
Ameriprise
Minnesota
$18.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$42.2M
4
AIA
4
Angeles Investment Advisors
California
$9.93M
5
PA
5
Procyon Advisors
Connecticut
$376K
Name Market Value Shares Shares
Change 		Shares
Change %
FFA
101
Farther Finance Advisors
California
$1.13M 41,462 +17,233 +71%
GIA
102
Gladstone Institutional Advisory
Florida
$1.12M 41,351 +8,284 +25%
Comerica Bank
103
Comerica Bank
Texas
$1.11M 40,824 -9,624 -19%
AWS
104
Atria Wealth Solutions
New York
$1.07M 39,386 -89,568 -69%
DADC
105
D.A. Davidson & Co
Montana
$1.06M 38,991 -270 -0.7%
TWM
106
TriaGen Wealth Management
California
$990K 36,481 +1,753 +5%
Wealth Enhancement Advisory Services
107
Wealth Enhancement Advisory Services
Minnesota
$950K 35,094 -6,933 -16%
NA
108
NewEdge Advisors
Louisiana
$946K 34,859 +20,156 +137%
GWM
109
Geneos Wealth Management
Colorado
$923K 34,011 -51,514 -60%
PCIA
110
Prime Capital Investment Advisors
Kansas
$918K 33,830 -1,399 -4%
PS
111
Principal Securities
Iowa
$913K 33,635 -16,048 -32%
OC
112
Oppenheimer & Co
New York
$912K 33,619 -363 -1%
SIM
113
Seaview Investment Managers
Florida
$904K 33,305 +3,981 +14%
Mariner
114
Mariner
Kansas
$875K 32,257 -7,901 -20%
SC
115
Sierra Capital
Florida
$846K 31,185 – –
Wealthfront Advisers
116
Wealthfront Advisers
California
$845K 31,119 +6,251 +25%
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$799K 29,448 -5,941 -17%
WBCM
118
Wilson & Boucher Capital Management
California
$779K 28,700 -2,200 -7%
VWM
119
Valley Wealth Managers
New Jersey
$771K 28,399 +1,583 +6%
EB
120
Exchange Bank
California
$767K 28,247 – –
SF
121
Symphony Financial
Texas
$759K 28,063 +28,063 New
Stifel Financial
122
Stifel Financial
Missouri
$754K 27,781 -23,248 -46%
C1AG
123
Client 1st Advisory Group
Florida
$749K 27,598 -7,689 -22%
YWM
124
Yoder Wealth Management
California
$748K 27,546 – –
EH
125
Equitable Holdings
New York
$746K 27,472 +27,472 New
3 4
5
6 7