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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 30 closing their positions.

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
30
Calls
$320K
Puts
–
Net Calls
+$320K
Net Calls Change
-$147K

Top Buyers

1
MERSOM
1
Municipal Employees' Retirement System of Michigan
Michigan
$94.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$99.7M
3
State of Tennessee, Department of Treasury
3
State of Tennessee, Department of Treasury
Tennessee
$93.1M
4
TC
4
Toews Corporation
New Jersey
$9.42M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$7.59M

Top Sellers

1
MG
1
Mather Group
Illinois
$2.8M
2
Ameriprise
2
Ameriprise
Minnesota
$18.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$42.2M
4
AIA
4
Angeles Investment Advisors
California
$9.93M
5
PA
5
Procyon Advisors
Connecticut
$376K
Name Market Value Shares Shares
Change 		Shares
Change %
WS
176
Wedbush Securities
California
$271K 9,985 +144 +1%
CWM
177
Cornerstone Wealth Management
Missouri
$271K 9,973 +1,334 +15%
MCC
178
Money Concepts Capital
Florida
$270K 9,951 +188 +2%
PA
179
Parallel Advisors
California
$269K 9,914 – –
RFP
180
Root Financial Partners
California
$269K 9,910 +9,910 New
SP
181
Sequent Planning
Nebraska
$263K 9,675 -1,435 -13%
VH
182
Visionary Horizons
Tennessee
$260K 9,574 -16 -0.2%
Qube Research & Technologies (QRT)
183
Qube Research & Technologies (QRT)
United Kingdom
$255K 9,403 +9,403 New
Corient Private Wealth
184
Corient Private Wealth
Florida
$254K 9,377 -1,607 -15%
NAM
185
NTV Asset Management
West Virginia
$251K 9,250 – –
CC
186
Climber Capital
Switzerland
$245K 9,090 – –
HighTower Advisors
187
HighTower Advisors
Illinois
$241K 8,886 -1,778 -17%
GM
188
GeoWealth Management
Illinois
$239K 8,802 -6,629 -43%
PFS
189
Prospera Financial Services
Texas
$239K 8,802 -512 -5%
SPIA
190
Steward Partners Investment Advisory
New York
$238K 8,777 -525 -6%
BONH
191
Bank of New Hampshire
New Hampshire
$237K 8,734 -2,400 -22%
GWMR
192
GC Wealth Management RIA
Massachusetts
$236K 8,705 -6,669 -43%
IPW
193
Intergy Private Wealth
Colorado
$235K 8,661 -622 -7%
SWM
194
Spire Wealth Management
Virginia
$227K 8,362 -761 -8%
BCM
195
Boreal Capital Management
Florida
– – – –
KWA
196
Kingswood Wealth Advisors
California
$218K 8,030 -327 -4%
DWT
197
Dorsey & Whitney Trust
South Dakota
$217K 8,000 – –
MA
198
Mutual Advisors
Nebraska
$213K 7,842 -526 -6%
Goldman Sachs
199
Goldman Sachs
New York
$213K 7,832 -370 -5%
WAP
200
Wealthcare Advisory Partners
Pennsylvania
$207K 7,628 +7,628 New
6 7
8
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