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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 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
-7
Holders Change %
-2.55%
% of All Funds
3.58%
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
31
Calls
$320K
Puts
–
Net Calls
+$320K
Net Calls Change
-$147K

Top Buyers

1
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$94.4M
2
Morgan Stanley
Morgan Stanley
New York
+$23.2M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$15.8M
4
TC
Toews Corporation
New Jersey
+$9.42M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$7.59M

Top Sellers

1
MG
Mather Group
Illinois
-$272M
2
Ameriprise
Ameriprise
Minnesota
-$37.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$25.9M
4
AIA
Angeles Investment Advisors
California
-$25.2M
5
PA
Procyon Advisors
Connecticut
-$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
126
Dynamic Advisor Solutions
Arizona
$738K -$22.3K -822 -3%
CIA
127
Concurrent Investment Advisors
Florida
$735K +$83.9K +3,092 +13%
BCM
128
Brookstone Capital Management
Illinois
$725K -$6.84K -252 -0.9%
FIM
129
Freedom Investment Management
Connecticut
$710K +$2.33K +86 +0.3%
WFC
130
Western Financial Corp
California
$705K -$5.7K -210 -0.8%
SIM
131
Stratos Investment Management
Ohio
$704K +$704K +25,926 New
KWM
132
Kingsview Wealth Management
Oregon
$681K +$23.4K +863 +4%
LA
133
LexAurum Advisors
Kansas
$676K +$9.26K +341 +1%
LKBC
134
L.K. Benson & Company
Maryland
$641K +$7.71K +284 +1%
AFO
135
Allie Family Office
Florida
$620K – – –
SS
136
Sunbelt Securities
Texas
$603K +$492K +18,426 +445%
AA
137
Ancora Advisors
Ohio
$545K +$20.2K +743 +4%
AC
138
Aristides Capital
Kentucky
$534K – – –
LWA
139
Lineweaver Wealth Advisors
Ohio
$516K -$54 -2 -0%
MCM
140
Manchester Capital Management
Vermont
$514K – – –
DJSG
141
D.J. St. Germain
Massachusetts
$506K +$651 +24 +0.1%
BCA
142
Bay Colony Advisors
Massachusetts
$504K -$56.8K -2,093 -10%
AAS
143
Avantax Advisory Services
Texas
$485K +$3.5K +129 +0.7%
SW
144
Simplicity Wealth
New Jersey
$470K -$366K -13,491 -44%
AssetMark Inc
145
AssetMark Inc
California
$466K -$11.9K -440 -2%
SCA
146
Snowden Capital Advisors
New York
$457K -$4.72K -174 -1%
NWA
147
Navis Wealth Advisors
New York
$453K -$14.8K -545 -3%
HI
148
Harper Investing
California
$449K +$449K +16,547 New
IWM
149
IHT Wealth Management
Illinois
$435K -$1.95K -72 -0.4%
KFS
150
Kaizen Financial Strategies
California
$413K +$413K +15,222 New
4 5
6
7 8