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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
CA
201
COFG Advisors
Illinois
$252K +$2.48K +91 +1%
NWA
202
Navis Wealth Advisors
New York
$246K +$252K +9,223 New
Thrivent Financial for Lutherans
203
Thrivent Financial for Lutherans
Minnesota
$246K -$7.57M -277,524 -97%
Truist Financial
204
Truist Financial
North Carolina
$243K +$19.4K +712 +9%
MCC
205
Money Concepts Capital
Florida
$242K -$22.5K -823 -8%
SWM
206
Spire Wealth Management
Virginia
$240K -$136 -5 -0.1%
SF
207
Summit Financial
New Jersey
$240K +$245K +8,965 New
BCV
208
Banque Cantonale Vaudoise
Switzerland
$236K +$115K +4,220 +92%
PFS
209
Prospera Financial Services
Texas
$233K +$55 +2 +0%
NAM
210
NTV Asset Management
West Virginia
$222K -$13.6K -500 -6%
BCM
211
Boreal Capital Management
Florida
$219K
AW
212
Alteri Wealth
California
$218K +$737 +27 +0.3%
Fidelity Investments
213
Fidelity Investments
Massachusetts
$215K +$90.4K +3,313 +70%
Vontobel Holding
214
Vontobel Holding
Switzerland
$214K -$109K -4,000 -33%
DWT
215
Dorsey & Whitney Trust
South Dakota
$214K
IWM
216
IHT Wealth Management
Illinois
$213K -$297K -10,881 -58%
PAS
217
Park Avenue Securities
New York
$213K +$14.1K +516 +7%
GAA
218
Global Assets Advisory
Florida
$210K +$3.41K +125 +2%
AWM
219
Apollon Wealth Management
South Carolina
$207K +$873 +32 +0.4%
SLP
220
Storen Legacy Partners
Indiana
$206K +$210K +7,706 New
SCM
221
Saxony Capital Management
Missouri
$203K +$218 +8 +0.1%
BONH
222
Bank of New Hampshire
New Hampshire
$189K -$19.1K -701 -9%
RFP
223
Root Financial Partners
California
$173K +$10.2K +375 +6%
Bank of Montreal
224
Bank of Montreal
Ontario, Canada
$172K +$164 +6 +0.1%
AGWCA
225
Annis Gardner Whiting Capital Advisors
Florida
$169K -$7.34K -269 -4%