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iShares Fallen Angels USD Bond ETF

293 hedge funds and large institutions have $1.21B invested in iShares Fallen Angels USD Bond ETF in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 127 increasing their positions, 92 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 92

0% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 30

0.99% less ownership

Funds ownership: 69.27%68.28% (-0.99%)

2% less funds holding

Funds holding: 298293 (-5)

6% less capital invested

Capital invested by funds: $1.29B → $1.21B (-$77.2M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
293
Holders Change
-5
Holders Change %
-1.68%
% of All Funds
3.61%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
30
Increased
127
Reduced
92
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
151
Manchester Capital Management
Vermont
$474K
KFS
152
Kaizen Financial Strategies
California
$469K +$29K +1,064 +7%
SA
153
Sovran Advisors
California
$455K -$1.3M -47,575 -74%
HI
154
Harper Investing
California
$455K +$4.23K +155 +0.9%
CWM
155
Cornerstone Wealth Management
Missouri
$453K +$185K +6,780 +67%
AA
156
Ancora Advisors
Ohio
$451K -$83.2K -3,050 -15%
JSW
157
Journey Strategic Wealth
New Jersey
$450K
ZWA
158
Zinnia Wealth Advisory
Florida
$440K +$126K +4,633 +39%
MIA
159
MMBG Investment Advisors
Florida
$435K +$75K +2,750 +20%
IFG
160
Independent Financial Group
California
$429K +$109 +4 +0%
Jane Street
161
Jane Street
New York
$424K -$13.8M -505,649 -97%
WSFS
162
Wilmington Savings Fund Society
Delaware
$421K +$114K +4,168 +36%
BCA
163
Bay Colony Advisors
Massachusetts
$416K -$175K -6,401 -29%
KFAS
164
Keating Financial Advisory Services
Kansas
$414K +$205K +7,510 +94%
TSS
165
Two Sigma Securities
New York
$410K +$419K +15,350 New
AWM
166
Avior Wealth Management
Nebraska
$409K +$190K +6,980 +84%
ASN
167
Advisory Services Network
Georgia
$403K +$77.8K +2,851 +23%
WAP
168
Wealthcare Advisory Partners
Pennsylvania
$400K -$45.3K -1,662 -10%
Baird Financial Group
169
Baird Financial Group
Wisconsin
$397K +$3.25K +119 +0.8%
Rockefeller Capital Management
170
Rockefeller Capital Management
New York
$389K +$4.47K +164 +1%
JWCA
171
J.W. Cole Advisors
Florida
$378K -$764 -28 -0.2%
CPCP
172
Cedar Point Capital Partners
Iowa
$373K +$19.1K +700 +5%
HA
173
Herold Advisors
New York
$368K +$36.1K +1,324 +11%
PFG
174
PAX Financial Group
Texas
$364K -$163K -5,988 -31%
Jones Financial Companies
175
Jones Financial Companies
Missouri
$359K +$284K +10,417 +327%