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iShares Fallen Angels USD Bond ETF

268 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, 105 increasing their positions, 89 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
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
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
151
Wealthcare Advisory Partners
Pennsylvania
$454K
FCIS
152
First Citizens Investor Services
North Carolina
$453K
BFA
153
Beacon Financial Advisory
Ohio
$441K
SW
154
Simplicity Wealth
New Jersey
$440K
KFS
155
Kaizen Financial Strategies
California
$418K
GSEP
156
Golden State Equity Partners
California
$417K
Baird Financial Group
157
Baird Financial Group
Wisconsin
$416K
Rockefeller Capital Management
158
Rockefeller Capital Management
New York
$414K
JWCA
159
J.W. Cole Advisors
Florida
$391K
PFG
160
PAX Financial Group
Texas
$381K
IWC
161
Infinity Wealth Counsel
Ohio
$375K
TWCA
162
Two West Capital Advisors
Kansas
$370K
MP
163
McDonald Partners
Ohio
$369K
MIA
164
MMBG Investment Advisors
Florida
$346K
Vontobel Holding
165
Vontobel Holding
Switzerland
$333K
BRIA
166
Balanced Rock Investment Advisors
Massachusetts
$333K
WCM
167
Winebrenner Capital Management
Kentucky
$332K
USCWA
168
U.S. Capital Wealth Advisors
Texas
$329K
AWA
169
Arete Wealth Advisors
Illinois
$319K
LSWP
170
Liberty Square Wealth Partners
Pennsylvania
$316K
BRWA
171
B. Riley Wealth Advisors
Florida
$302K
Bank of New York Mellon
172
Bank of New York Mellon
New York
$296K
SP
173
Sequent Planning
Nebraska
$295K
P
174
&Partners
Tennessee
$292K
RFA
175
Reyes Financial Architecture
California
$288K