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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 %
Bank of America
1
Bank of America
North Carolina
$163M -$5.96M -219,550 -4%
Morgan Stanley
2
Morgan Stanley
New York
$99.7M +$23.2M +855,450 +30%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$94.4M +$94.4M +3,476,559 New
State of Tennessee, Department of Treasury
4
State of Tennessee, Department of Treasury
Tennessee
$93.1M +$15.8M +582,591 +20%
VMPIC
5
Varma Mutual Pension Insurance Co
Finland
$54.3M – – –
Betterment LLC
6
Betterment LLC
New York
$49.4M +$5M +184,079 +11%
LPL Financial
7
LPL Financial
California
$47.9M -$8.15M -300,210 -15%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$42.2M -$25.9M -953,857 -38%
AF
9
Allworth Financial
California
$34.8M +$876K +32,272 +3%
ETS
10
ESL Trust Services
New York
$30.6M -$67.9K -2,500 -0.2%
AllianceBernstein
11
AllianceBernstein
Tennessee
$28.2M – – –
UBS Group
12
UBS Group
Switzerland
$23.9M -$5.38M -198,374 -18%
OPAM
13
Ocean Park Asset Management
California
$21.4M – – –
BlackRock
14
BlackRock
New York
$21.1M -$4.27M -157,417 -17%
Ameriprise
15
Ameriprise
Minnesota
$18.5M -$37.7M -1,388,895 -67%
NG
16
Novem Group
New York
$15.5M +$942K +34,706 +6%
OIA
17
OneDigital Investment Advisors
Kansas
$14.9M -$9.55M -351,807 -39%
Creative Planning
18
Creative Planning
Kansas
$13.5M -$47.1K -1,736 -0.3%
Nomura Asset Management
19
Nomura Asset Management
Japan
$13.1M -$7.25M -267,284 -36%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$12.7M -$1.71M -62,928 -12%
MML Investors Services
21
MML Investors Services
Massachusetts
$12.1M -$5.51M -202,860 -31%
AIA
22
Angeles Investment Advisors
California
$9.93M -$25.2M -928,400 -72%
BCG
23
Breakwater Capital Group
New Jersey
$9.47M +$21.1K +779 +0.2%
TC
24
Toews Corporation
New Jersey
$9.42M +$9.42M +347,100 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$9.21M -$2.69M -99,288 -23%
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