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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
KFS
151
Kaizen Financial Strategies
California
$413K
Baird Financial Group
152
Baird Financial Group
Wisconsin
$407K
BFA
153
Beacon Financial Advisory
Ohio
$397K
SW
154
SteelPeak Wealth
California
$394K
GSEP
155
Golden State Equity Partners
California
$393K
FCAM
156
First Citizens Asset Management
North Carolina
$391K
JWCA
157
J.W. Cole Advisors
Florida
$389K
IWC
158
Infinity Wealth Counsel
Ohio
$387K
PW
159
PUREfi Wealth
Massachusetts
$384K
PA
160
Procyon Advisors
Connecticut
$376K
PFG
161
PAX Financial Group
Texas
$375K
SPC
162
Sigma Planning Corp
Michigan
$367K
TWCA
163
Two West Capital Advisors
Kansas
$360K
MP
164
McDonald Partners
Ohio
$360K
USCWA
165
U.S. Capital Wealth Advisors
Texas
$354K
BRWA
166
B. Riley Wealth Advisors
Florida
$335K
MWM
167
Mission Wealth Management
California
$313K
LSWP
168
Liberty Square Wealth Partners
Pennsylvania
$309K
P
169
&Partners
Tennessee
$308K
ASN
170
Advisory Services Network
Georgia
$304K
BRIA
171
Balanced Rock Investment Advisors
Massachusetts
$303K
WCM
172
Winebrenner Capital Management
Kentucky
$303K
RFA
173
Reyes Financial Architecture
California
$281K
AWA
174
Arete Wealth Advisors
Illinois
$276K
MIA
175
MMBG Investment Advisors
Florida
$275K