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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
Bank of America
1
Bank of America
North Carolina
$191M +$24.1M +883,753 +15%
Morgan Stanley
2
Morgan Stanley
New York
$129M +$26.4M +970,076 +26%
MERSOM
3
Municipal Employees' Retirement System of Michigan
Michigan
$96.6M
State of Tennessee, Department of Treasury
4
State of Tennessee, Department of Treasury
Tennessee
$70.7M -$24M -882,300 -26%
VMPIC
5
Varma Mutual Pension Insurance Co
Finland
$55.6M
LPL Financial
6
LPL Financial
California
$43.6M -$5.28M -193,895 -11%
AF
7
Allworth Financial
California
$37M +$1.39M +51,119 +4%
JP Morgan Chase
8
JP Morgan Chase
New York
$36.2M +$34.3M +1,258,507 +2,741%
OPAM
9
Ocean Park Asset Management
California
$31.5M +$9.09M +333,600 +42%
Betterment LLC
10
Betterment LLC
New York
$31.4M -$18.7M -686,906 -38%
ETS
11
ESL Trust Services
New York
$31.1M -$216K -7,947 -0.7%
Invesco
12
Invesco
Georgia
$29.4M +$25.3M +929,241 +723%
AllianceBernstein
13
AllianceBernstein
Tennessee
$28.9M
PFM
14
Potomac Fund Management
Florida
$22.4M +$2.28M +83,514 +12%
BlackRock
15
BlackRock
New York
$20.3M -$1.34M -49,150 -6%
Nomura Asset Management
16
Nomura Asset Management
Japan
$17.8M +$4.31M +158,100 +33%
NG
17
Novem Group
New York
$16.7M +$759K +27,877 +5%
Ameriprise
18
Ameriprise
Minnesota
$16M -$2.85M -104,501 -15%
UBS Group
19
UBS Group
Switzerland
$16M -$8.32M -305,295 -35%
TC
20
Toews Corporation
New Jersey
$15.3M +$5.56M +204,000 +59%
Creative Planning
21
Creative Planning
Kansas
$14.1M +$266K +9,775 +2%
IFA
22
Independence Financial Advisors
New Hampshire
$12.5M +$7.82M +287,244 +175%
BCG
23
Breakwater Capital Group
New Jersey
$10.1M +$390K +14,318 +4%
GF
24
Gimbal Financial
Indiana
$8.44M +$8.28M +303,893 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$8.22M -$1.19M -43,503 -13%