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iShares Fallen Angels USD Bond ETF

274 hedge funds and large institutions have $1.55B invested in iShares Fallen Angels USD Bond ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 129 increasing their positions, 68 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$472K
Puts
$5K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
101
Rialto Wealth Management
New York
$1.31M
MEAC
102
M.E. Allison & Co
Texas
$1.28M
IA
103
Insight Advisors
Pennsylvania
$1.25M
JPMorgan Chase & Co
104
JPMorgan Chase & Co
New York
$1.2M
SFC
105
Strategic Financial Concepts
Texas
$1.18M
HIIFS
106
Harel Insurance Investments & Financial Services
Israel
$1.17M
Wealth Enhancement Advisory Services
107
Wealth Enhancement Advisory Services
Minnesota
$1.13M
Mariner
108
Mariner
Kansas
$1.08M
DADC
109
D.A. Davidson & Co
Montana
$1.05M
OP
110
ORG Partners
Indiana
$1.01M
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$948K
C1AG
112
Client 1st Advisory Group
Florida
$945K
PCIA
113
Prime Capital Investment Advisors
Kansas
$944K
VCM
114
Virtue Capital Management
Tennessee
$938K
TWM
115
TriaGen Wealth Management
California
$930K
AWM
116
AE Wealth Management
Kansas
$919K
OC
117
Oppenheimer & Co
New York
$910K
GIA
118
Gladstone Institutional Advisory
Florida
$886K
OPS
119
Orion Portfolio Solutions
Nebraska
$864K
BCI
120
Brinker Capital Investments
Pennsylvania
$864K
IWM
121
Iams Wealth Management
Nebraska
$843K
SC
122
Sierra Capital
Florida
$835K
WBCM
123
Wilson & Boucher Capital Management
California
$828K
SW
124
Simplicity Wealth
New Jersey
$825K
SIM
125
Seaview Investment Managers
Florida
$786K