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iShares Fallen Angels USD Bond ETF

293 hedge funds and large institutions have $1.21B invested in iShares Fallen Angels USD Bond ETF in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 127 increasing their positions, 92 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 92

0% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 30

0.99% less ownership

Funds ownership: 69.27%68.28% (-0.99%)

2% less funds holding

Funds holding: 298293 (-5)

6% less capital invested

Capital invested by funds: $1.29B → $1.21B (-$77.2M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
293
Holders Change
-5
Holders Change %
-1.68%
% of All Funds
3.61%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
30
Increased
127
Reduced
92
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRPW
126
Ballast Rock Private Wealth
South Carolina
$752K +$35.7K +1,308 +5%
Susquehanna International Group
127
Susquehanna International Group
Pennsylvania
$738K +$754K +27,630 New
WBCM
128
Wilson & Boucher Capital Management
California
$735K +$5.46K +200 +0.7%
YWM
129
Yoder Wealth Management
California
$731K -$35.5K -1,300 -5%
BFWM
130
Bright Futures Wealth Management
New York
$706K -$37.4K -1,372 -5%
DCU
131
Dara Capital US
Florida
$704K
SF
132
Symphony Financial
Texas
$701K -$32.7K -1,197 -4%
BCM
133
Brookstone Capital Management
Illinois
$689K -$61.6K -2,258 -8%
OWA
134
Outlook Wealth Advisors
Texas
$680K -$1,000K -36,650 -59%
SA
135
Sanctuary Advisors
Indiana
$679K +$226K +8,285 +48%
EB
136
Exchange Bank
California
$667K -$51.2K -1,875 -7%
WFC
137
Western Financial Corp
California
$657K -$23.9K -875 -3%
SW
138
Simplicity Wealth
New Jersey
$649K +$146K +5,367 +28%
MF
139
Meridian Financial
Massachusetts
$648K +$132K +4,844 +25%
DAS
140
Dynamic Advisor Solutions
Arizona
$639K -$74.1K -2,716 -10%
PW
141
PUREfi Wealth
Massachusetts
$638K +$394K +14,431 +153%
AFO
142
Allie Family Office
Florida
$611K
FCAM
143
First Citizens Asset Management
North Carolina
$609K +$28.2K +1,035 +5%
EWA
144
EP Wealth Advisors
California
$594K +$400K +14,671 +194%
C1AG
145
Client 1st Advisory Group
Florida
$567K -$142K -5,193 -20%
GWP
146
Gateway Wealth Partners
Wisconsin
$567K +$578K +21,205 New
LKBC
147
L.K. Benson & Company
Maryland
$551K +$3.46K +127 +0.6%
IMT
148
Investment Management Trust
Massachusetts
$542K +$553K +20,281 New
WB
149
WesBanco Bank
West Virginia
$534K
BFA
150
Beacon Financial Advisory
Ohio
$492K +$9.11K +334 +2%