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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
3.58%
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
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 %
Baird Financial Group
151
Baird Financial Group
Wisconsin
$407K 15,011 -39,655 -73%
BFA
152
Beacon Financial Advisory
Ohio
$397K 14,628 +1,372 +10%
SW
153
SteelPeak Wealth
California
$394K 14,535 -4,288 -23%
GSEP
154
Golden State Equity Partners
California
$393K 14,469 +150 +1%
FCAM
155
First Citizens Asset Management
North Carolina
$391K 14,418 -2,852 -17%
JWCA
156
J.W. Cole Advisors
Florida
$389K 14,351 -1,510 -10%
IWC
157
Infinity Wealth Counsel
Ohio
$387K 14,250 -250 -2%
PW
158
PUREfi Wealth
Massachusetts
$384K 14,142 +14,142 New
PA
159
Procyon Advisors
Connecticut
$376K 13,853 -572,235 -98%
PFG
160
PAX Financial Group
Texas
$375K 13,805 +1,503 +12%
SPC
161
Sigma Planning Corp
Michigan
$367K 13,519 -14 -0.1%
TWCA
162
Two West Capital Advisors
Kansas
$360K 13,283 -5,689 -30%
MP
163
McDonald Partners
Ohio
$360K 13,265 -8 -0.1%
USCWA
164
U.S. Capital Wealth Advisors
Texas
$354K 13,042 – –
BRWA
165
B. Riley Wealth Advisors
Florida
$335K 12,346 +12,346 New
MWM
166
Mission Wealth Management
California
$313K 11,536 -2,569 -18%
LSWP
167
Liberty Square Wealth Partners
Pennsylvania
$309K 11,373 – –
P
168
&Partners
Tennessee
$308K 11,363 +11,363 New
ASN
169
Advisory Services Network
Georgia
$304K 11,230 -40,321 -78%
BRIA
170
Balanced Rock Investment Advisors
Massachusetts
$303K 11,153 +677 +6%
WCM
171
Winebrenner Capital Management
Kentucky
$303K 11,148 +600 +6%
RFA
172
Reyes Financial Architecture
California
$281K 10,361 – –
AWA
173
Arete Wealth Advisors
Illinois
$276K 10,160 +213 +2%
MIA
174
MMBG Investment Advisors
Florida
$275K 10,150 +10,150 New
Vontobel Holding
175
Vontobel Holding
Switzerland
$271K 10,000 +2,000 +25%
5 6
7
8 9