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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
RFA
176
Reyes Financial Architecture
California
$288K
CWM
177
Cornerstone Wealth Management
Missouri
$283K +$5.91K +217 +2%
MCC
178
Money Concepts Capital
Florida
$277K +$518 +19 +0.2%
PA
179
Parallel Advisors
California
$275K
SPC
180
Sigma Planning Corp
Michigan
$275K -$98.4K -3,611 -27%
VH
181
Visionary Horizons
Tennessee
$275K +$8.96K +329 +3%
Truist Financial
182
Truist Financial
North Carolina
$274K +$269K +9,874 New
BIG
183
Brookwood Investment Group
Arizona
$271K +$266K +9,757 New
Corient Private Wealth
184
Corient Private Wealth
Florida
$267K +$6.37K +234 +2%
PW
185
PUREfi Wealth
Massachusetts
$262K -$128K -4,708 -33%
ASN
186
Advisory Services Network
Georgia
$256K -$54.8K -2,013 -18%
NAM
187
NTV Asset Management
West Virginia
$251K -$5.45K -200 -2%
SWM
188
Spire Wealth Management
Virginia
$249K +$16K +588 +7%
SPIA
189
Steward Partners Investment Advisory
New York
$247K +$3.27K +120 +1%
IPW
190
Intergy Private Wealth
Colorado
$246K +$5.58K +205 +2%
PFS
191
Prospera Financial Services
Texas
$242K -$2.51K -92 -1%
MF
192
Meridian Financial
Massachusetts
$233K +$228K +8,375 New
BCM
193
Boreal Capital Management
Florida
$228K
DWT
194
Dorsey & Whitney Trust
South Dakota
$222K
PAS
195
Park Avenue Securities
New York
$221K +$217K +7,960 New
WSFS
196
Wilmington Savings Fund Society
Delaware
$219K +$160K +5,872 +292%
BONH
197
Bank of New Hampshire
New Hampshire
$216K -$25.9K -952 -11%
IA
198
Integrity Alliance
Iowa
$215K +$211K +7,744 New
HighTower Advisors
199
HighTower Advisors
Illinois
$213K -$33.1K -1,215 -14%
GAA
200
Global Assets Advisory
Florida
$212K +$208K +7,648 New