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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
IWA
201
Integrity Wealth Advisors
California
$212K +$208K +7,645 New
Goldman Sachs
202
Goldman Sachs
New York
$212K -$5.83K -214 -3%
SCM
203
Saxony Capital Management
Missouri
$211K +$272 +10 +0.1%
IAN
204
Integrated Advisors Network
Texas
$210K +$206K +7,573 New
AWM
205
Apollon Wealth Management
South Carolina
$206K +$202K +7,408 New
I
206
INVST
Indiana
$203K +$199K +7,293 New
MWM
207
Mascagni Wealth Management
Mississippi
$201K -$7.19K -264 -4%
PA
208
PFG Advisors
Arizona
$201K +$197K +7,222 New
AFWM
209
Abich Financial Wealth Management
Virginia
$196K +$192K +7,045 New
Bank of Montreal
210
Bank of Montreal
Ontario, Canada
$178K +$82 +3 +0%
RFP
211
Root Financial Partners
California
$170K -$104K -3,808 -38%
OCM
212
Orion Capital Management
California
$152K +$13.1K +480 +10%
BCV
213
Banque Cantonale Vaudoise
Switzerland
$140K
Fidelity Investments
214
Fidelity Investments
Massachusetts
$132K -$20.9K -768 -14%
IA
215
IFP Advisors
Florida
$129K -$4.25K -156 -3%
SS
216
Sunbelt Securities
Texas
$117K -$500K -18,343 -81%
CWM
217
Consultiva Wealth Management
Puerto Rico
$110K
NB
218
NBT Bank
New York
$101K -$97.9K -3,593 -99%
BNP Paribas Financial Markets
219
BNP Paribas Financial Markets
France
$85.9K +$83.2K +3,054 +8,037%
PTC
220
Private Trust Company
Ohio
$82K -$4.11K -151 -5%
HI
221
Harbour Investments
Wisconsin
$80.7K -$1.25K -46 -2%
Qube Research & Technologies (QRT)
222
Qube Research & Technologies (QRT)
United Kingdom
$71.3K -$186K -6,836 -73%
Wells Fargo
223
Wells Fargo
California
$66.3K +$22.7K +835 +54%
SIS
224
Sound Income Strategies
Florida
$64.4K -$3.76K -138 -6%
WANY
225
Wealthspire Advisors (New York)
New York
$46.8K +$45.9K +1,684 New