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iShares Fallen Angels USD Bond ETF

277 hedge funds and large institutions have $1.55B invested in iShares Fallen Angels USD Bond ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 130 increasing their positions, 69 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

9,340% more call options, than puts

Call options by funds: $472K | Put options by funds: $5K

88% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 69

55% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 20

19% more capital invested

Capital invested by funds: $1.31B → $1.55B (+$245M)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

4.49% more ownership

Funds ownership: 68.57%73.07% (+4.5%)

2% more funds holding

Funds holding: 271277 (+6)

Holders
277
Holders Change
+6
Holders Change %
+2.21%
% of All Funds
3.71%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
31
Increased
130
Reduced
69
Closed
20
Calls
$472K
Puts
$5K
Net Calls
+$467K
Net Calls Change
+$440K
Name Holding Trade Value Shares
Change
Change in
Stake
EB
126
Exchange Bank
California
$757K
ACP
127
Aveo Capital Partners
Colorado
$755K +$290K +10,756 +60%
DAS
128
Dynamic Advisor Solutions
Arizona
$750K -$28.1K -1,042 -4%
YWM
129
Yoder Wealth Management
California
$738K -$10.8K -400 -1%
BCM
130
Brookstone Capital Management
Illinois
$722K +$34.4K +1,276 +5%
VWM
131
Valley Wealth Managers
New Jersey
$718K -$135K -5,011 -16%
WFC
132
Western Financial Corp
California
$702K -$49.8K -1,850 -7%
FIM
133
Freedom Investment Management
Connecticut
$699K -$106K -3,927 -13%
BFWM
134
Bright Futures Wealth Management
New York
$674K +$11.9K +442 +2%
Wealthfront Advisers
135
Wealthfront Advisers
California
$666K -$347K -12,878 -34%
LA
136
LexAurum Advisors
Kansas
$658K +$3.15K +117 +0.5%
SA
137
Sovran Advisors
California
$654K +$240K +8,924 +55%
KWM
138
Kingsview Wealth Management
Oregon
$649K -$61.9K -2,296 -9%
FFA
139
Farther Finance Advisors
California
$647K +$268K +9,967 +70%
CIA
140
Concurrent Investment Advisors
Florida
$643K +$334K +12,387 +107%
LKBC
141
L.K. Benson & Company
Maryland
$625K +$4.04K +150 +0.6%
AFO
142
Allie Family Office
Florida
$612K +$370K +13,730 +151%
BCA
143
Bay Colony Advisors
Massachusetts
$553K -$384K -14,256 -41%
AC
144
Aristides Capital
Kentucky
$527K
AA
145
Ancora Advisors
Ohio
$518K
LWA
146
Lineweaver Wealth Advisors
Ohio
$510K -$89.9K -3,339 -15%
MCM
147
Manchester Capital Management
Vermont
$508K
SW
148
SteelPeak Wealth
California
$504K +$209K +7,745 +70%
DJSG
149
D.J. St. Germain
Massachusetts
$498K -$105K -3,899 -17%
Renaissance Technologies
150
Renaissance Technologies
New York
$488K -$193K -7,183 -28%