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iShares Fallen Angels USD Bond ETF

269 hedge funds and large institutions have $1.27B invested in iShares Fallen Angels USD Bond ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 84 increasing their positions, 106 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

18% less capital invested

Capital invested by funds: $1.55B → $1.27B (-$279M)

21% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 106

Holders
269
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
$320K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
176
Vontobel Holding
Switzerland
$271K
WS
177
Wedbush Securities
California
$271K
CWM
178
Cornerstone Wealth Management
Missouri
$271K
MCC
179
Money Concepts Capital
Florida
$270K
PA
180
Parallel Advisors
California
$269K
RFP
181
Root Financial Partners
California
$269K
SP
182
Sequent Planning
Nebraska
$263K
VH
183
Visionary Horizons
Tennessee
$260K
Qube Research & Technologies (QRT)
184
Qube Research & Technologies (QRT)
United Kingdom
$255K
Corient Private Wealth
185
Corient Private Wealth
Florida
$254K
NAM
186
NTV Asset Management
West Virginia
$251K
CC
187
Climber Capital
Switzerland
$245K
HighTower Advisors
188
HighTower Advisors
Illinois
$241K
GM
189
GeoWealth Management
Illinois
$239K
PFS
190
Prospera Financial Services
Texas
$239K
SPIA
191
Steward Partners Investment Advisory
New York
$238K
BONH
192
Bank of New Hampshire
New Hampshire
$237K
GWMR
193
GC Wealth Management RIA
Massachusetts
$236K
IPW
194
Intergy Private Wealth
Colorado
$235K
SWM
195
Spire Wealth Management
Virginia
$227K
BCM
196
Boreal Capital Management
Florida
$223K
KWA
197
Kingswood Wealth Advisors
California
$218K
DWT
198
Dorsey & Whitney Trust
South Dakota
$217K
MA
199
Mutual Advisors
Nebraska
$213K
Goldman Sachs
200
Goldman Sachs
New York
$213K