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iShares Fallen Angels USD Bond ETF

269 hedge funds and large institutions have $1.31B invested in iShares Fallen Angels USD Bond ETF in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 106 increasing their positions, 89 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 89

11% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 27

3% more capital invested

Capital invested by funds: $1.27B → $1.31B (+$33.3M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1% less funds holding

Funds holding: 271269 (-2)

1.96% less ownership

Funds ownership: 73.49%71.53% (-2%)

Holders
269
Holders Change
-2
Holders Change %
-0.74%
% of All Funds
3.53%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
30
Increased
106
Reduced
89
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
126
Dynamic Advisor Solutions
Arizona
$758K +$3.02K +111 +0.4%
SAW
127
Signal Advisors Wealth
Michigan
$750K +$735K +26,992 New
C1AG
128
Client 1st Advisory Group
Florida
$740K -$26.5K -974 -4%
BFWM
129
Bright Futures Wealth Management
New York
$739K +$725K +26,614 New
EB
130
Exchange Bank
California
$733K -$50.6K -1,857 -7%
EH
131
Equitable Holdings
New York
$717K -$45.5K -1,670 -6%
WFC
132
Western Financial Corp
California
$712K -$9.53K -350 -1%
LA
133
LexAurum Advisors
Kansas
$711K +$19.5K +716 +3%
Citadel Advisors
134
Citadel Advisors
Florida
$694K +$681K +24,983 New
AFO
135
Allie Family Office
Florida
$635K
SA
136
Sanctuary Advisors
Indiana
$573K +$172K +6,300 +44%
LKBC
137
L.K. Benson & Company
Maryland
$558K -$96K -3,525 -15%
BCA
138
Bay Colony Advisors
Massachusetts
$556K +$40.1K +1,471 +8%
AA
139
Ancora Advisors
Ohio
$554K -$4.17K -153 -0.8%
AC
140
Aristides Capital
Kentucky
$546K
IWM
141
IHT Wealth Management
Illinois
$543K +$96.2K +3,532 +22%
AssetMark Inc
142
AssetMark Inc
California
$541K +$62.8K +2,306 +13%
FCAM
143
First Citizens Asset Management
North Carolina
$536K +$54.5K +2,001 +12%
DJSG
144
D.J. St. Germain
Massachusetts
$526K +$8.39K +308 +2%
MCM
145
Manchester Capital Management
Vermont
$493K -$32.7K -1,200 -6%
LWA
146
Lineweaver Wealth Advisors
Ohio
$481K -$46.3K -1,699 -9%
NWA
147
Navis Wealth Advisors
New York
$470K +$6.95K +255 +2%
JSW
148
Journey Strategic Wealth
New Jersey
$468K +$459K +16,844 New
SCA
149
Snowden Capital Advisors
New York
$468K
HI
150
Harper Investing
California
$460K