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iShares Fallen Angels USD Bond ETF

268 hedge funds and large institutions have $1.31B invested in iShares Fallen Angels USD Bond ETF in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 105 increasing their positions, 89 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
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
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$1.11M
Comerica Bank
102
Comerica Bank
Texas
$1.09M
Wealthfront Advisers
103
Wealthfront Advisers
California
$1.04M
CP
104
Cumberland Partners
Ontario, Canada
$1.03M
NA
105
NewEdge Advisors
Louisiana
$1.02M
William Blair & Company
106
William Blair & Company
Illinois
$994K
PS
107
Principal Securities
Iowa
$948K
Wealth Enhancement Advisory Services
108
Wealth Enhancement Advisory Services
Minnesota
$947K
GWM
109
Geneos Wealth Management
Colorado
$943K
OC
110
Oppenheimer & Co
New York
$926K
Mariner
111
Mariner
Kansas
$903K
TWM
112
TriaGen Wealth Management
California
$900K
PCIA
113
Prime Capital Investment Advisors
Kansas
$888K
KWM
114
Kingsview Wealth Management
Oregon
$874K
SC
115
Sierra Capital
Florida
$866K
SIM
116
Seaview Investment Managers
Florida
$827K
VWM
117
Valley Wealth Managers
New Jersey
$811K
Stifel Financial
118
Stifel Financial
Missouri
$804K
SIM
119
Stratos Investment Management
Ohio
$779K
BCM
120
Brookstone Capital Management
Illinois
$778K
SF
121
Symphony Financial
Texas
$777K
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$773K
WBCM
123
Wilson & Boucher Capital Management
California
$770K
YWM
124
Yoder Wealth Management
California
$768K
CIA
125
Concurrent Investment Advisors
Florida
$765K