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iShares Fallen Angels USD Bond ETF (FALN) Institutional Ownership

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$26.41
-0.02 (-0.08%)
(As of 05/13/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares Fallen Angels USD Bond ETF (NASDAQ:FALN)

Number of
Institutional Buyers
(last 12 months)
169
Total
Institutional Inflows
(last 12 months)
$424.84M
Number of
Institutional Sellers
(last 12 months)
123
Total
Institutional Outflows
(last 12 months)
$366.11M
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FALN Institutional Buying and Selling by Quarter

iShares Fallen Angels USD Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/13/2024 Balanced Rock Investment Advisors LLC8,194$220K0.2%N/A0.013%
5/11/2024 Trustmark National Bank Trust Department192,543$5.17M0.4%+2.1%0.311%
5/11/2024 ESL Trust Services LLC1,032,975$27.75M7.3%+0.2%1.667%
5/9/2024 Kingsview Wealth Management LLC19,826$533K0.0%-9.6%0.032%
5/8/2024 Avantax Advisory Services Inc.9,484$255K0.0%+6.2%0.015%
5/8/2024 US Bancorp DE57,558$1.55M0.0%+57.0%0.093%
5/8/2024 Addison Capital Co20,301$545K0.3%N/A0.033%
5/8/2024 Cornerstone Planning Group LLC85,890$2.27M0.7%+6.5%0.139%
5/8/2024 Donoghue Forlines LLC76,609$2.06M0.6%-19.6%0.124%
5/7/2024 NTV Asset Management LLC21,750$584K0.1%-10.7%0.035%
5/7/2024 Insight Advisors LLC PA30,443$818K0.2%-1.8%0.049%
5/6/2024 Envestnet Portfolio Solutions Inc.258,578$6.95M0.0%-3.3%0.417%
5/4/2024 Geneos Wealth Management Inc.25,047$673K0.0%+27.5%0.041%
5/4/2024 Valley Wealth Managers Inc.28,945$777K0.1%-6.9%0.047%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors12,523$336K0.0%+19.6%0.020%
5/3/2024 Liberty Wealth Management LLC15,914$428K0.1%-14.0%0.026%
5/3/2024 Absolute Capital Management LLC8,786$236K0.2%+9.1%0.014%
5/1/2024 Janney Montgomery Scott LLC40,372$1.08M0.0%-55.1%0.066%
5/1/2024 Concourse Financial Group Securities Inc.15,998$430K0.0%+28.0%0.026%
4/30/2024 Hartline Investment Corp21,183$569K0.1%N/A0.034%
4/30/2024 Saxony Capital Management LLC7,677$206K0.2%-7.8%0.012%
4/30/2024 Harel Insurance Investments & Financial Services Ltd.45,000$1.21M0.0%+45.2%0.073%
4/30/2024 Navis Wealth Advisors LLC16,439$442K0.5%+14.0%0.027%
4/29/2024Commonwealth Equity Services LLC421,280$11.32M0.0%-8.3%0.684%
4/29/2024 Sierra Capital LLC31,185$838K0.1%N/A0.051%
4/26/2024 Caliber Wealth Management LLC148,506$3.99M2.1%+129.5%0.239%
4/25/2024 Allworth Financial LP1,072,930$28.82M0.2%-0.7%1.729%
4/25/2024 Capital Investment Advisory Services LLC3,618$97K0.0%-15.9%0.006%
4/25/2024 Glassy Mountain Advisors Inc.104,837$2.82M1.1%+5.4%0.169%
4/25/2024 Cambridge Investment Research Advisors Inc.182,299$4.90M0.0%-29.3%0.294%
4/24/2024 NBT Bank N A NY7,729$208K0.0%-19.5%0.012%
4/24/2024 Spire Wealth Management7,821$210K0.0%-14.8%0.013%
4/23/2024 TriaGen Wealth Management LLC24,779$666K0.3%N/A0.040%
4/23/2024 Wealth Advisory Solutions LLC48,653$1.31M0.3%N/A0.078%
4/23/2024 Strategic Blueprint LLC11,307$304K0.0%+13.4%0.018%
4/23/2024 Raymond James Financial Services Advisors Inc.152,099$4.09M0.0%-33.7%0.245%
4/22/2024 Strategic Financial Concepts LLC45,835$1.23M0.3%+22.5%0.074%
4/22/2024 HF Advisory Group LLC142,675$3.83M2.1%+6.9%0.230%
4/19/2024 Capital Wealth Management LLC139,541$3.75M1.8%-1.2%0.221%
4/18/2024 Financial Life Advisors52,259$1.40M0.6%-20.5%0.083%
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4/18/2024 Breakwater Capital Group215,169$5.78M1.5%+25.3%0.342%
4/17/2024 Symphony Financial Ltd. Co.22,521$605K0.1%+4.8%0.036%
4/16/2024 Dohj LLC107,411$2.89M0.8%+19.9%0.167%
4/16/2024 Wealth Enhancement Advisory Services LLC28,188$757K0.0%-3.1%0.044%
4/16/2024 Procyon Advisors LLC450,899$12.11M0.9%N/A0.699%
4/15/2024 Brookstone Capital Management26,866$722K0.0%-3.5%0.042%
4/12/2024 Ignite Planners LLC74,664$1.99M0.6%+38.1%0.116%
4/12/2024 Financial Synergies Wealth Advisors Inc.2,861$77K0.0%-51.6%0.004%
4/12/2024 Global Assets Advisory LLC13,694$368K0.0%N/A0.021%
4/11/2024 FOCUS Wealth Advisors LLC67,251$1.81M1.0%N/A0.105%
4/10/2024 LexAurum Advisors LLC20,588$553K0.1%+12.5%0.032%
4/10/2024 Park Avenue Securities LLC117,844$3.17M0.0%+9.0%0.184%
4/10/2024 Bank of New Hampshire20,497$551K0.1%-7.6%0.032%
4/9/2024 Northwest Capital Management Inc6,930$186K0.1%-14.3%0.011%
4/9/2024 Mather Group LLC.6,644,675$175.42M2.7%-0.4%10.374%
4/5/2024 NBC Securities Inc.1,261$33K0.0%-91.1%0.002%
4/2/2024 ST Germain D J Co. Inc.68,037$1.83M0.1%-78.1%0.109%
3/22/2024 PNC Financial Services Group Inc.3,323$88K0.0%+143.3%0.005%
3/19/2024 Financial Life Advisors65,714$1.74M0.7%+60.1%0.105%
3/15/2024B. Riley Wealth Advisors Inc.22,719$600K0.0%-16.8%0.036%
3/8/2024ICA Group Wealth Management LLC8,299$219K0.0%N/A0.013%
2/22/2024 Scarborough Advisors LLC4,359$115K0.0%N/A0.007%
2/16/2024D L Carlson Investment Group Inc.80,282$2.13M0.4%+4.5%0.129%
2/14/2024Icon Wealth Advisors LLC17,389$459K0.0%N/A0.028%
2/14/2024 Asset Allocation Strategies LLC328,576$8.67M3.4%+9.0%0.527%
2/14/2024Vermillion & White Wealth Management Group LLC1,234$33K0.0%N/A0.002%
2/13/2024 Client 1ST Advisory Group LLC84,202$2.22M1.1%-24.3%0.135%
2/13/2024 Envestnet Asset Management Inc.2,385,363$62.97M0.0%+63.0%3.823%
2/13/2024Cetera Advisor Networks LLC172,527$4.56M0.0%+38.3%0.276%
2/12/2024 Dorsey & Whitney Trust CO LLC24,000$634K0.0%-18.6%0.038%
2/12/2024 ESL Trust Services LLC1,030,491$27.21M7.9%+0.7%1.651%
2/12/2024 CAP Partners LLC11,066$292K0.3%N/A0.018%
2/12/2024 Parallel Advisors LLC10,031$265K0.0%-12.1%0.016%
2/12/2024 Wilson & Boucher Capital Management LLC32,500$858K0.7%+3.8%0.052%
2/9/2024 Nomura Asset Management Co. Ltd.1,190,900$31.44M0.1%-12.0%1.908%
2/9/2024 Advisory Services Network LLC5,937$157K0.0%-39.1%0.010%
2/9/2024 Orion Portfolio Solutions LLC84,263$2.22M0.0%+129.0%0.135%
2/9/2024 US Bancorp DE36,663$968K0.0%+38.8%0.059%
2/9/2024 Cambridge Investment Research Advisors Inc.257,686$6.80M0.0%+517.4%0.413%
2/9/2024 Assetmark Inc.278,184$7.34M0.0%+1,648.3%0.446%
2/9/2024CreativeOne Wealth LLC23,382$618K0.0%+99.8%0.037%
2/9/2024 UBS Group AG979,606$25.86M0.0%+20.6%1.570%
2/8/2024 Summit X LLC13,924$368K0.1%N/A0.022%
2/8/2024 Financial Advocates Investment Management16,099$425K0.0%-34.9%0.026%
2/8/2024 Kingsview Wealth Management LLC21,921$579K0.0%-2.6%0.035%
2/8/2024 Janney Montgomery Scott LLC89,993$2.38M0.0%+12.8%0.144%
2/8/2024 US Financial Advisors LLC75,278$1.99M0.7%+1.3%0.121%
2/8/2024Quotient Wealth Partners LLC8,208$217K0.0%N/A0.013%
2/7/2024 Avantax Advisory Services Inc.8,931$236K0.0%N/A0.014%
2/7/2024 Envestnet Portfolio Solutions Inc.267,384$7.06M0.0%+96.8%0.429%
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2/7/2024Invst LLC14,826$393K0.1%N/A0.024%
2/7/2024 NBC Securities Inc.14,231$375K0.0%-7.5%0.023%
2/7/2024 Valley Wealth Managers Inc.31,101$821K0.1%-3.4%0.050%
2/7/2024 Donoghue Forlines LLC95,293$2.52M0.8%+361.8%0.153%
2/7/2024 VisionPoint Advisory Group LLC33,072$873K0.3%N/A0.053%
2/7/2024 Calton & Associates Inc.13,049$344K0.1%N/A0.021%
2/7/2024 Mount Lucas Management LP46,843$1.24M0.4%-3.8%0.075%
2/7/2024 Principal Securities Inc.13,488$356K0.0%N/A0.022%
2/7/2024 Concourse Financial Group Securities Inc.12,497$330K0.0%-16.7%0.020%
2/6/2024Family Asset Management LLC25,282$667K0.4%N/A0.041%
(Data available from 1/1/2016 forward)

FALN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FALN shares?

During the previous two years, 381 institutional investors and hedge funds held shares of iShares Fallen Angels USD Bond ETF. The most heavily invested institutionals were Private Advisor Group LLC ($438.81M), Mather Group LLC. ($175.42M), Wells Fargo & Company MN ($98.13M), Envestnet Asset Management Inc. ($62.97M), Sound Financial Strategies Group LLC ($61.59M), Jane Street Group LLC ($60.49M), and SCS Capital Management LLC ($60.04M).Learn more on FALN's institutional investors.

Which institutional investors have been buying iShares Fallen Angels USD Bond ETF stock?

Of the 265 institutional investors that purchased iShares Fallen Angels USD Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: CFS Investment Advisory Services LLC ($9.46M), Mather Group LLC. ($3.07M), Sound Financial Strategies Group LLC ($2.43M), Envestnet Asset Management Inc. ($2.03M), Wilbanks Smith & Thomas Asset Management LLC ($1.66M), Nomura Asset Management Co. Ltd. ($1.63M), and Angeles Investment Advisors LLC ($1.07M).

How much institutional buying is happening at iShares Fallen Angels USD Bond ETF?

Institutional investors have bought a total of 38,360,395 shares in the last 24 months. This purchase volume represents approximately $1.54B in transactions.

Which iShares Fallen Angels USD Bond ETF major shareholders have been selling company stock?

Of the 274 institutional investors that sold iShares Fallen Angels USD Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($27.37M), CFS Investment Advisory Services LLC ($6.48M), CWM LLC ($5.62M), LPL Financial LLC ($3.72M), Bank of America Corp DE ($2.03M), Advisor Group Holdings Inc. ($1.74M), and Park Avenue Securities LLC ($1.65M).

How much institutional selling is happening at iShares Fallen Angels USD Bond ETF?

Institutional investors have sold a total of 73,976,032 shares in the last 24 months. This volume of shares sold represents approximately $3.29B in transactions.


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This page (NASDAQ:FALN) was last updated on 5/14/2024 by MarketBeat.com Staff

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