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iShares Fallen Angels USD Bond ETF

268 hedge funds and large institutions have $1.27B invested in iShares Fallen Angels USD Bond ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 84 increasing their positions, 106 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

18% less capital invested

Capital invested by funds: $1.55B → $1.27B (-$279M)

21% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 106

Holders
268
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$320K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CP
101
Cumberland Partners
Ontario, Canada
$1.18M
FFA
102
Farther Finance Advisors
California
$1.13M
GIA
103
Gladstone Institutional Advisory
Florida
$1.12M
Comerica Bank
104
Comerica Bank
Texas
$1.11M
AWS
105
Atria Wealth Solutions
New York
$1.07M
DADC
106
D.A. Davidson & Co
Montana
$1.06M
TWM
107
TriaGen Wealth Management
California
$990K
Wealth Enhancement Advisory Services
108
Wealth Enhancement Advisory Services
Minnesota
$950K
NA
109
NewEdge Advisors
Louisiana
$946K
GWM
110
Geneos Wealth Management
Colorado
$923K
PCIA
111
Prime Capital Investment Advisors
Kansas
$918K
PS
112
Principal Securities
Iowa
$913K
OC
113
Oppenheimer & Co
New York
$912K
SIM
114
Seaview Investment Managers
Florida
$904K
Mariner
115
Mariner
Kansas
$875K
SC
116
Sierra Capital
Florida
$846K
Wealthfront Advisers
117
Wealthfront Advisers
California
$845K
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$799K
WBCM
119
Wilson & Boucher Capital Management
California
$779K
VWM
120
Valley Wealth Managers
New Jersey
$771K
EB
121
Exchange Bank
California
$767K
SF
122
Symphony Financial
Texas
$759K
Stifel Financial
123
Stifel Financial
Missouri
$754K
C1AG
124
Client 1st Advisory Group
Florida
$749K
YWM
125
Yoder Wealth Management
California
$748K