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iShares Fallen Angels USD Bond ETF
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Overview Fund Activity

267 hedge funds and large institutions have $1.25B invested in iShares Fallen Angels USD Bond ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 84 increasing their positions, 106 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
267
Holders Change
-7
Holders Change %
-2.55%
% of All Funds
3.58%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
29
Increased
84
Reduced
106
Closed
31
Calls
$320K
Puts
–
Net Calls
+$320K
Net Calls Change
-$147K

Top Buyers

1
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
+$94.4M
2
Morgan Stanley
Morgan Stanley
New York
+$23.2M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
+$15.8M
4
TC
Toews Corporation
New Jersey
+$9.42M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$7.59M

Top Sellers

1
MG
Mather Group
Illinois
-$272M
2
Ameriprise
Ameriprise
Minnesota
-$37.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$25.9M
4
AIA
Angeles Investment Advisors
California
-$25.2M
5
PA
Procyon Advisors
Connecticut
-$15.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
201
Saxony Capital Management
Missouri
$206K – – –
MWM
202
Mascagni Wealth Management
Mississippi
$204K -$47.9K -1,766 -19%
OGC
203
Oak Grove Capital
New Hampshire
$204K – – –
Bank of Montreal
204
Bank of Montreal
Ontario, Canada
$174K +$15.2K +560 +10%
Fidelity Investments
205
Fidelity Investments
Massachusetts
$150K -$28K -1,033 -16%
BCV
206
Banque Cantonale Vaudoise
Switzerland
$136K – – –
OCM
207
Orion Capital Management
California
$136K +$83.2K +3,067 +159%
IA
208
IFP Advisors
Florida
$130K +$20.4K +753 +19%
TCPW
209
Twin City Private Wealth
North Carolina
$130K -$104K -3,815 -44%
FHA
210
First Horizon Advisors
Tennessee
$128K -$128K -4,734 -50%
AAS
211
Ameritas Advisory Services
Nebraska
$122K +$122K +4,493 New
CWM
212
Consultiva Wealth Management
Puerto Rico
$107K – – –
NB
213
NBT Bank
New York
$98.3K – – –
SIS
214
Strategic Investment Solutions
Illinois
$94.3K +$42.6K +1,568 +82%
PTC
215
Private Trust Company
Ohio
$84.2K +$24.5K +901 +41%
HI
216
Harbour Investments
Wisconsin
$80.1K -$19.6K -722 -20%
SIS
217
Sound Income Strategies
Florida
$67.2K -$923 -34 -1%
WSFS
218
Wilmington Savings Fund Society
Delaware
$54.5K -$1.19K -44 -2%
Wells Fargo
219
Wells Fargo
California
$42.1K +$34K +1,253 +419%
TC
220
Truvestments Capital
Florida
$38.3K +$38.3K +1,412 New
ADL
221
Asset Dedication LLC
California
$35.1K – – –
ACA
222
Aptus Capital Advisors
Alabama
$34K +$543 +20 +2%
Fifth Third Bancorp
223
Fifth Third Bancorp
Ohio
$33.4K -$15.1K -555 -31%
BLC
224
Brown, Lisle/Cummings
Rhode Island
$32.6K – – –
WP
225
WealthShield Partners
North Carolina
$32.1K – – –
7 8
9
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