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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
WAP
201
Wealthcare Advisory Partners
Pennsylvania
$207K
SCM
202
Saxony Capital Management
Missouri
$206K
MWM
203
Mascagni Wealth Management
Mississippi
$204K
OGC
204
Oak Grove Capital
New Hampshire
$204K
Bank of Montreal
205
Bank of Montreal
Ontario, Canada
$174K
Fidelity Investments
206
Fidelity Investments
Massachusetts
$150K
BCV
207
Banque Cantonale Vaudoise
Switzerland
$136K
OCM
208
Orion Capital Management
California
$136K
IA
209
IFP Advisors
Florida
$130K
TCPW
210
Twin City Private Wealth
North Carolina
$130K
FHA
211
First Horizon Advisors
Tennessee
$128K
AAS
212
Ameritas Advisory Services
Nebraska
$122K
CWM
213
Consultiva Wealth Management
Puerto Rico
$107K
NB
214
NBT Bank
New York
$98.3K
SIS
215
Strategic Investment Solutions
Illinois
$94.3K
PTC
216
Private Trust Company
Ohio
$84.2K
HI
217
Harbour Investments
Wisconsin
$80.1K
SIS
218
Sound Income Strategies
Florida
$67.2K
WSFS
219
Wilmington Savings Fund Society
Delaware
$54.5K
Wells Fargo
220
Wells Fargo
California
$42.1K
TC
221
Truvestments Capital
Florida
$38.3K
ADL
222
Asset Dedication LLC
California
$35.1K
ACA
223
Aptus Capital Advisors
Alabama
$34K
Fifth Third Bancorp
224
Fifth Third Bancorp
Ohio
$33.4K
BLC
225
Brown, Lisle/Cummings
Rhode Island
$32.6K