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iShares Fallen Angels USD Bond ETF

293 hedge funds and large institutions have $1.21B invested in iShares Fallen Angels USD Bond ETF in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 127 increasing their positions, 92 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 92

0% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 30

0.99% less ownership

Funds ownership: 69.27%68.28% (-0.99%)

2% less funds holding

Funds holding: 298293 (-5)

6% less capital invested

Capital invested by funds: $1.29B → $1.21B (-$77.2M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
293
Holders Change
-5
Holders Change %
-1.68%
% of All Funds
3.61%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.06%
New
30
Increased
127
Reduced
92
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MP
176
McDonald Partners
Ohio
$354K
AWA
177
Arkadios Wealth Advisors
Georgia
$339K +$347K +12,705 New
BRIA
178
Balanced Rock Investment Advisors
Massachusetts
$338K +$8.48K +311 +3%
BHPW
179
Box Hill Private Wealth
Arizona
$338K -$47K -1,722 -12%
GIA
180
Gladstone Institutional Advisory
Florida
$337K -$834K -30,569 -71%
HI
181
Hyundai Investments
South Korea
$333K -$76K -2,785 -18%
SP
182
Sequent Planning
Nebraska
$329K +$15.4K +566 +5%
AWA
183
Arete Wealth Advisors
Illinois
$314K +$13.6K +500 +4%
AA
184
AlphaCentric Advisors
Puerto Rico
$312K +$38.8K +1,423 +14%
IWC
185
Infinity Wealth Counsel
Ohio
$306K -$5.18K -190 -2%
LSWP
186
Liberty Square Wealth Partners
Pennsylvania
$304K
USCWA
187
U.S. Capital Wealth Advisors
Texas
$297K -$19.5K -716 -6%
CBTWT
188
Community Bank & Trust (Waco, Texas)
Texas
$295K +$24.3K +889 +9%
CTC
189
Central Trust Company
Missouri
$294K +$300K +11,000 New
Bank of New York Mellon
190
Bank of New York Mellon
New York
$292K +$5.1K +187 +2%
PA
191
PFG Advisors
Arizona
$284K -$40.4K -1,481 -12%
WCM
192
Winebrenner Capital Management
Kentucky
$280K -$40.4K -1,481 -12%
RFA
193
Reyes Financial Architecture
California
$277K
PA
194
Parallel Advisors
California
$265K
SW
195
SteelPeak Wealth
California
$260K -$4.86K -178 -2%
PIMG
196
Patriot Investment Management Group
Tennessee
$259K
IPW
197
Intergy Private Wealth
Colorado
$259K +$12.8K +468 +5%
BRWA
198
B. Riley Wealth Advisors
Florida
$259K +$4.86K +178 +2%
SPC
199
Sigma Planning Corp
Michigan
$253K -$17.2K -630 -6%
LOIP
200
Live Oak Investment Partners
Texas
$253K +$258K +9,471 New