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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 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
-7
Holders Change %
-2.55%
% of All Funds
3.58%
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
31
Calls
$320K
Puts
–
Net Calls
+$320K
Net Calls Change
-$147K

Top Buyers

1
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$94.4M
2
Morgan Stanley
Morgan Stanley
New York
+$23.2M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$15.8M
4
TC
Toews Corporation
New Jersey
+$9.42M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$7.59M

Top Sellers

1
MG
Mather Group
Illinois
-$272M
2
Ameriprise
Ameriprise
Minnesota
-$37.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$25.9M
4
AIA
Angeles Investment Advisors
California
-$25.2M
5
PA
Procyon Advisors
Connecticut
-$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
101
Farther Finance Advisors
California
$1.13M +$468K +17,233 +71%
GIA
102
Gladstone Institutional Advisory
Florida
$1.12M +$225K +8,284 +25%
Comerica Bank
103
Comerica Bank
Texas
$1.11M -$261K -9,624 -19%
AWS
104
Atria Wealth Solutions
New York
$1.07M -$2.43M -89,568 -69%
DADC
105
D.A. Davidson & Co
Montana
$1.06M -$7.33K -270 -0.7%
TWM
106
TriaGen Wealth Management
California
$990K +$47.6K +1,753 +5%
Wealth Enhancement Advisory Services
107
Wealth Enhancement Advisory Services
Minnesota
$950K -$188K -6,933 -16%
NA
108
NewEdge Advisors
Louisiana
$946K +$547K +20,156 +137%
GWM
109
Geneos Wealth Management
Colorado
$923K -$1.4M -51,514 -60%
PCIA
110
Prime Capital Investment Advisors
Kansas
$918K -$38K -1,399 -4%
PS
111
Principal Securities
Iowa
$913K -$436K -16,048 -32%
OC
112
Oppenheimer & Co
New York
$912K -$9.85K -363 -1%
SIM
113
Seaview Investment Managers
Florida
$904K +$108K +3,981 +14%
Mariner
114
Mariner
Kansas
$875K -$214K -7,901 -20%
SC
115
Sierra Capital
Florida
$846K – – –
Wealthfront Advisers
116
Wealthfront Advisers
California
$845K +$170K +6,251 +25%
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$799K -$161K -5,941 -17%
WBCM
118
Wilson & Boucher Capital Management
California
$779K -$59.7K -2,200 -7%
VWM
119
Valley Wealth Managers
New Jersey
$771K +$43K +1,583 +6%
EB
120
Exchange Bank
California
$767K – – –
SF
121
Symphony Financial
Texas
$759K +$759K +28,063 New
Stifel Financial
122
Stifel Financial
Missouri
$754K -$631K -23,248 -46%
C1AG
123
Client 1st Advisory Group
Florida
$749K -$209K -7,689 -22%
YWM
124
Yoder Wealth Management
California
$748K – – –
EH
125
Equitable Holdings
New York
$746K +$746K +27,472 New
3 4
5
6 7