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iShares Fallen Angels USD Bond ETF

277 hedge funds and large institutions have $1.55B invested in iShares Fallen Angels USD Bond ETF in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 130 increasing their positions, 69 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

9,340% more call options, than puts

Call options by funds: $472K | Put options by funds: $5K

88% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 69

55% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 20

19% more capital invested

Capital invested by funds: $1.31B → $1.55B (+$245M)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

4.49% more ownership

Funds ownership: 68.57%73.07% (+4.5%)

2% more funds holding

Funds holding: 271277 (+6)

Holders
277
Holders Change
+6
Holders Change %
+2.21%
% of All Funds
3.71%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
31
Increased
130
Reduced
69
Closed
20
Calls
$472K
Puts
$5K
Net Calls
+$467K
Net Calls Change
+$440K
Name Holding Trade Value Shares
Change
Change in
Stake
MG
1
Mather Group
Illinois
$271M +$15.3M +567,034 +6%
Bank of America
2
Bank of America
North Carolina
$166M +$21M +779,877 +14%
State of Tennessee, Department of Treasury
3
State of Tennessee, Department of Treasury
Tennessee
$76.2M +$60.9M +2,262,529 +388%
Morgan Stanley
4
Morgan Stanley
New York
$75.5M +$5.44M +202,018 +8%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$67.2M +$9.43M +350,001 +16%
Ameriprise
6
Ameriprise
Minnesota
$55.4M +$12.8M +476,097 +30%
LPL Financial
7
LPL Financial
California
$55.3M +$2.17M +80,518 +4%
VMPIC
8
Varma Mutual Pension Insurance Co
Finland
$53.6M +$53.9M +2,000,000 New
Betterment LLC
9
Betterment LLC
New York
$43.8M +$12M +443,659 +37%
AIA
10
Angeles Investment Advisors
California
$34.7M
AF
11
Allworth Financial
California
$32.8M +$1.16M +42,889 +4%
ETS
12
ESL Trust Services
New York
$30.2M +$353K +13,112 +1%
UBS Group
13
UBS Group
Switzerland
$28.9M +$2.65M +98,288 +10%
AllianceBernstein
14
AllianceBernstein
Tennessee
$27.9M
BlackRock
15
BlackRock
New York
$25.1M +$3.3M +122,433 +15%
OIA
16
OneDigital Investment Advisors
Kansas
$24.1M +$3.4M +126,038 +16%
OPAM
17
Ocean Park Asset Management
California
$21.4M
Nomura Asset Management
18
Nomura Asset Management
Japan
$20.1M -$18.1M -670,200 -47%
MML Investors Services
19
MML Investors Services
Massachusetts
$17.4M +$1.31M +48,486 +8%
PA
20
Procyon Advisors
Connecticut
$15.7M +$1.58M +58,598 +11%
Jane Street
21
Jane Street
New York
$15.3M +$15.4M +571,329 New
NG
22
Novem Group
New York
$14.4M +$1.26M +46,636 +10%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$14.3M +$1.28M +47,378 +10%
Creative Planning
24
Creative Planning
Kansas
$13.4M +$598K +22,194 +5%
IFA
25
Independence Financial Advisors
New Hampshire
$12M +$12M +446,140 New