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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 30 closing their positions.

Holders
267
Holders Change
-7
Holders Change %
-2.55%
% of All Funds
3.59%
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
30
Calls
$320K
Puts
–
Net Calls
+$320K
Net Calls Change
-$147K

Top Buyers

1
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$94.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$99.7M
3
State of Tennessee, Department of Treasury
3
State of Tennessee, Department of Treasury
Tennessee
$93.1M
4
TC
4
Toews Corporation
New Jersey
$9.42M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$7.59M

Top Sellers

1
MG
1
Mather Group
Illinois
$2.8M
2
Ameriprise
2
Ameriprise
Minnesota
$18.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$42.2M
4
AIA
4
Angeles Investment Advisors
California
$9.93M
5
PA
5
Procyon Advisors
Connecticut
$376K
Name Market Value Shares Shares
Change 		Shares
Change %
DAS
126
Dynamic Advisor Solutions
Arizona
$738K 27,185 -822 -3%
CIA
127
Concurrent Investment Advisors
Florida
$735K 27,085 +3,092 +13%
BCM
128
Brookstone Capital Management
Illinois
$725K 26,700 -252 -0.9%
FIM
129
Freedom Investment Management
Connecticut
$710K 26,171 +86 +0.3%
WFC
130
Western Financial Corp
California
$705K 25,983 -210 -0.8%
SIM
131
Stratos Investment Management
Ohio
$704K 25,926 +25,926 New
KWM
132
Kingsview Wealth Management
Oregon
$681K 25,106 +863 +4%
LA
133
LexAurum Advisors
Kansas
$676K 24,896 +341 +1%
LKBC
134
L.K. Benson & Company
Maryland
$641K 23,628 +284 +1%
AFO
135
Allie Family Office
Florida
$620K 22,852 – –
SS
136
Sunbelt Securities
Texas
$603K 22,568 +18,426 +445%
AA
137
Ancora Advisors
Ohio
$545K 20,086 +743 +4%
AC
138
Aristides Capital
Kentucky
$534K 19,658 – –
LWA
139
Lineweaver Wealth Advisors
Ohio
$516K 19,023 -2 -0%
MCM
140
Manchester Capital Management
Vermont
$514K 18,957 – –
DJSG
141
D.J. St. Germain
Massachusetts
$506K 18,629 +24 +0.1%
BCA
142
Bay Colony Advisors
Massachusetts
$504K 18,552 -2,093 -10%
AAS
143
Avantax Advisory Services
Texas
$485K 17,855 +129 +0.7%
SW
144
Simplicity Wealth
New Jersey
$470K 17,300 -13,491 -44%
AssetMark Inc
145
AssetMark Inc
California
$466K 17,172 -440 -2%
SCA
146
Snowden Capital Advisors
New York
$457K 16,830 -174 -1%
NWA
147
Navis Wealth Advisors
New York
$453K 16,677 -545 -3%
HI
148
Harper Investing
California
$449K 16,547 +16,547 New
IWM
149
IHT Wealth Management
Illinois
$435K 16,010 -72 -0.4%
KFS
150
Kaizen Financial Strategies
California
$413K 15,222 +15,222 New
4 5
6
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