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iShares Fallen Angels USD Bond ETF

269 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, 106 increasing their positions, 89 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 89

11% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 27

3% more capital invested

Capital invested by funds: $1.27B → $1.31B (+$33.3M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1% less funds holding

Funds holding: 271269 (-2)

1.96% less ownership

Funds ownership: 73.49%71.53% (-2%)

Holders
269
Holders Change
-2
Holders Change %
-0.74%
% of All Funds
3.53%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
30
Increased
106
Reduced
89
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
151
Wealthcare Advisory Partners
Pennsylvania
$454K +$238K +8,720 +114%
FCIS
152
First Citizens Investor Services
North Carolina
$453K +$444K +16,296 New
IFG
153
Independent Financial Group
California
$447K +$163 +6 +0%
BFA
154
Beacon Financial Advisory
Ohio
$441K +$33.9K +1,246 +9%
SW
155
Simplicity Wealth
New Jersey
$440K -$39.5K -1,450 -8%
KFS
156
Kaizen Financial Strategies
California
$418K +$2.64K +97 +0.6%
GSEP
157
Golden State Equity Partners
California
$417K +$15.2K +557 +4%
Baird Financial Group
158
Baird Financial Group
Wisconsin
$416K -$899 -33 -0.2%
Rockefeller Capital Management
159
Rockefeller Capital Management
New York
$414K -$1.09M -39,887 -73%
JWCA
160
J.W. Cole Advisors
Florida
$391K -$7.36K -270 -2%
PFG
161
PAX Financial Group
Texas
$381K -$2.72K -100 -0.7%
IWC
162
Infinity Wealth Counsel
Ohio
$375K -$20.4K -750 -5%
TWCA
163
Two West Capital Advisors
Kansas
$370K +$1.99K +73 +0.5%
MP
164
McDonald Partners
Ohio
$369K
MIA
165
MMBG Investment Advisors
Florida
$346K +$62.7K +2,300 +23%
Vontobel Holding
166
Vontobel Holding
Switzerland
$333K +$54.5K +2,000 +20%
BRIA
167
Balanced Rock Investment Advisors
Massachusetts
$333K +$22.4K +822 +7%
WCM
168
Winebrenner Capital Management
Kentucky
$332K +$21.9K +805 +7%
USCWA
169
U.S. Capital Wealth Advisors
Texas
$329K -$32.6K -1,197 -9%
AWA
170
Arete Wealth Advisors
Illinois
$319K +$35.6K +1,306 +13%
LSWP
171
Liberty Square Wealth Partners
Pennsylvania
$316K
BRWA
172
B. Riley Wealth Advisors
Florida
$302K -$40.2K -1,474 -12%
Bank of New York Mellon
173
Bank of New York Mellon
New York
$296K -$3.53M -129,481 -92%
SP
174
Sequent Planning
Nebraska
$295K +$25.6K +939 +10%
P
175
&Partners
Tennessee
$292K -$23.6K -865 -8%