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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 %
Baird Financial Group
151
Baird Financial Group
Wisconsin
$407K -$1.08M -39,655 -73%
BFA
152
Beacon Financial Advisory
Ohio
$397K +$37.2K +1,372 +10%
SW
153
SteelPeak Wealth
California
$394K -$116K -4,288 -23%
GSEP
154
Golden State Equity Partners
California
$393K +$4.07K +150 +1%
FCAM
155
First Citizens Asset Management
North Carolina
$391K -$77.4K -2,852 -17%
JWCA
156
J.W. Cole Advisors
Florida
$389K -$41K -1,510 -10%
IWC
157
Infinity Wealth Counsel
Ohio
$387K -$6.79K -250 -2%
PW
158
PUREfi Wealth
Massachusetts
$384K +$384K +14,142 New
PA
159
Procyon Advisors
Connecticut
$376K -$15.5M -572,235 -98%
PFG
160
PAX Financial Group
Texas
$375K +$40.8K +1,503 +12%
SPC
161
Sigma Planning Corp
Michigan
$367K -$380 -14 -0.1%
TWCA
162
Two West Capital Advisors
Kansas
$360K -$154K -5,689 -30%
MP
163
McDonald Partners
Ohio
$360K -$217 -8 -0.1%
USCWA
164
U.S. Capital Wealth Advisors
Texas
$354K – – –
BRWA
165
B. Riley Wealth Advisors
Florida
$335K +$335K +12,346 New
MWM
166
Mission Wealth Management
California
$313K -$69.7K -2,569 -18%
LSWP
167
Liberty Square Wealth Partners
Pennsylvania
$309K – – –
P
168
&Partners
Tennessee
$308K +$308K +11,363 New
ASN
169
Advisory Services Network
Georgia
$304K -$1.09M -40,321 -78%
BRIA
170
Balanced Rock Investment Advisors
Massachusetts
$303K +$18.4K +677 +6%
WCM
171
Winebrenner Capital Management
Kentucky
$303K +$16.3K +600 +6%
RFA
172
Reyes Financial Architecture
California
$281K – – –
AWA
173
Arete Wealth Advisors
Illinois
$276K +$5.79K +213 +2%
MIA
174
MMBG Investment Advisors
Florida
$275K +$275K +10,150 New
Vontobel Holding
175
Vontobel Holding
Switzerland
$271K +$54.3K +2,000 +25%
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7
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