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iShares Fallen Angels USD Bond ETF

277 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 31 funds opening new positions, 130 increasing their positions, 69 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

9,340% more call options, than puts

Call options by funds: $472K | Put options by funds: $5K

88% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 69

55% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 20

19% more capital invested

Capital invested by funds: $1.31B → $1.55B (+$245M)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

4.49% more ownership

Funds ownership: 68.57%73.07% (+4.5%)

2% more funds holding

Funds holding: 271277 (+6)

Holders
277
Holders Change
+6
Holders Change %
+2.21%
% of All Funds
3.71%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
31
Increased
130
Reduced
69
Closed
20
Calls
$472K
Puts
$5K
Net Calls
+$467K
Net Calls Change
+$440K
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
101
Rialto Wealth Management
New York
$1.31M -$2.15K -80 -0.2%
MEAC
102
M.E. Allison & Co
Texas
$1.28M +$32.2K +1,194 +3%
IA
103
Insight Advisors
Pennsylvania
$1.25M +$53.7K +1,993 +4%
JP Morgan Chase
104
JP Morgan Chase
New York
$1.2M -$139K -5,174 -10%
SFC
105
Strategic Financial Concepts
Texas
$1.18M +$216 +8 +0%
HIIFS
106
Harel Insurance Investments & Financial Services
Israel
$1.17M
Wealth Enhancement Advisory Services
107
Wealth Enhancement Advisory Services
Minnesota
$1.13M +$14.9K +552 +1%
Mariner
108
Mariner
Kansas
$1.08M +$417K +15,473 +63%
DADC
109
D.A. Davidson & Co
Montana
$1.05M +$43.1K +1,601 +4%
OP
110
ORG Partners
Indiana
$1.01M +$40.2K +1,494 +4%
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$948K +$200K +7,416 +27%
C1AG
112
Client 1st Advisory Group
Florida
$945K -$8.65K -321 -0.9%
PCIA
113
Prime Capital Investment Advisors
Kansas
$944K +$43.3K +1,606 +5%
VCM
114
Virtue Capital Management
Tennessee
$938K -$1.08M -39,907 -53%
TWM
115
TriaGen Wealth Management
California
$930K +$114K +4,218 +14%
AWM
116
AE Wealth Management
Kansas
$919K -$66.2K -2,459 -7%
OC
117
Oppenheimer & Co
New York
$910K +$89.6K +3,326 +11%
GIA
118
Gladstone Institutional Advisory
Florida
$886K +$891K +33,067 New
BCI
119
Brinker Capital Investments
Pennsylvania
$864K -$2.21M -82,070 -72%
OPS
120
Orion Portfolio Solutions
Nebraska
$864K -$2.21M -82,070 -72%
IWM
121
Iams Wealth Management
Nebraska
$843K -$316K -11,748 -27%
SC
122
Sierra Capital
Florida
$835K
WBCM
123
Wilson & Boucher Capital Management
California
$828K -$67.3K -2,500 -7%
SW
124
Simplicity Wealth
New Jersey
$825K +$829K +30,791 New
SIM
125
Seaview Investment Managers
Florida
$786K +$790K +29,324 New