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iShares Fallen Angels USD Bond ETF

269 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, 106 increasing their positions, 89 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 89

11% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 27

3% more capital invested

Capital invested by funds: $1.27B → $1.31B (+$33.3M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1% less funds holding

Funds holding: 271269 (-2)

1.96% less ownership

Funds ownership: 73.49%71.53% (-2%)

Holders
269
Holders Change
-2
Holders Change %
-0.74%
% of All Funds
3.53%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
30
Increased
106
Reduced
89
Closed
27
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 -$1.67M -61,391 -61%
Comerica Bank
102
Comerica Bank
Texas
$1.09M -$41.4K -1,518 -4%
Wealthfront Advisers
103
Wealthfront Advisers
California
$1.04M +$172K +6,322 +20%
CP
104
Cumberland Partners
Ontario, Canada
$1.03M -$169K -6,200 -14%
NA
105
NewEdge Advisors
Louisiana
$1.02M +$49.2K +1,805 +5%
William Blair & Company
106
William Blair & Company
Illinois
$994K +$974K +35,742 +99,283%
PS
107
Principal Securities
Iowa
$948K +$13.4K +493 +1%
Wealth Enhancement Advisory Services
108
Wealth Enhancement Advisory Services
Minnesota
$947K -$23K -845 -2%
GWM
109
Geneos Wealth Management
Colorado
$943K -$1.5K -55 -0.2%
OC
110
Oppenheimer & Co
New York
$926K -$7.52K -276 -0.8%
Mariner
111
Mariner
Kansas
$903K +$6.78K +249 +0.8%
TWM
112
TriaGen Wealth Management
California
$900K -$111K -4,084 -11%
PCIA
113
Prime Capital Investment Advisors
Kansas
$888K -$51K -1,871 -6%
KWM
114
Kingsview Wealth Management
Oregon
$874K +$173K +6,361 +25%
SC
115
Sierra Capital
Florida
$866K
SIM
116
Seaview Investment Managers
Florida
$827K -$96.4K -3,538 -11%
VWM
117
Valley Wealth Managers
New Jersey
$811K +$21.7K +798 +3%
Stifel Financial
118
Stifel Financial
Missouri
$804K +$31.6K +1,160 +4%
SIM
119
Stratos Investment Management
Ohio
$779K +$57.3K +2,105 +8%
BCM
120
Brookstone Capital Management
Illinois
$778K +$35.4K +1,299 +5%
SF
121
Symphony Financial
Texas
$777K -$1.25K -46 -0.2%
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$773K -$44.5K -1,632 -6%
WBCM
123
Wilson & Boucher Capital Management
California
$770K -$27.2K -1,000 -3%
YWM
124
Yoder Wealth Management
California
$768K +$2.72K +100 +0.4%
CIA
125
Concurrent Investment Advisors
Florida
$765K +$12.6K +462 +2%