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iShares Fallen Angels USD Bond ETF

269 hedge funds and large institutions have $1.27B invested in iShares Fallen Angels USD Bond ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 84 increasing their positions, 106 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

18% less capital invested

Capital invested by funds: $1.55B → $1.27B (-$279M)

21% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 106

Holders
269
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
$320K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EH
126
Equitable Holdings
New York
$746K
DAS
127
Dynamic Advisor Solutions
Arizona
$738K
CIA
128
Concurrent Investment Advisors
Florida
$735K
BCM
129
Brookstone Capital Management
Illinois
$725K
FIM
130
Freedom Investment Management
Connecticut
$710K
WFC
131
Western Financial Corp
California
$705K
SIM
132
Stratos Investment Management
Ohio
$704K
KWM
133
Kingsview Wealth Management
Oregon
$681K
LA
134
LexAurum Advisors
Kansas
$676K
LKBC
135
L.K. Benson & Company
Maryland
$641K
AFO
136
Allie Family Office
Florida
$620K
SS
137
Sunbelt Securities
Texas
$603K
AA
138
Ancora Advisors
Ohio
$545K
AC
139
Aristides Capital
Kentucky
$534K
LWA
140
Lineweaver Wealth Advisors
Ohio
$516K
MCM
141
Manchester Capital Management
Vermont
$514K
DJSG
142
D.J. St. Germain
Massachusetts
$506K
BCA
143
Bay Colony Advisors
Massachusetts
$504K
AAS
144
Avantax Advisory Services
Texas
$485K
SW
145
Simplicity Wealth
New Jersey
$470K
AssetMark Inc
146
AssetMark Inc
California
$466K
SCA
147
Snowden Capital Advisors
New York
$457K
NWA
148
Navis Wealth Advisors
New York
$453K
HI
149
Harper Investing
California
$449K
IWM
150
IHT Wealth Management
Illinois
$435K