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iShares Fallen Angels USD Bond ETF (FALN) Institutional Ownership

iShares Fallen Angels USD Bond ETF logo
$27.58 -0.06 (-0.22%)
Closing price 10/8/2025 04:00 PM Eastern
Extended Trading
$27.58 0.00 (0.00%)
As of 10/8/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
195
Total
Institutional Inflows
(last 12 months)
$505.61M
Number of
Institutional Sellers
(last 12 months)
132
Total
Institutional Outflows
(last 12 months)
$509.36M
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Skip Chart & View Institutional Buying and Selling Data

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
10/8/2025Asset Allocation Strategies LLC185,041$5.14M1.0%-18.8%0.277%
10/8/2025Ignite Planners LLC123,502$3.43M0.6%-4.1%0.185%
10/7/2025FOCUS Wealth Advisors LLC74,261$2.06M1.0%+0.7%0.111%
10/7/2025Infinity Wealth Counsel LLC13,500$375K0.4%-5.3%0.020%
10/6/2025 HF Advisory Group LLC224,703$6.24M2.3%+8.8%0.336%
10/2/2025 Bank of New Hampshire7,782$216K0.0%-10.9%0.011%
9/26/2025Corient Private Wealth LLC9,377$254K0.0%-14.6%0.014%
8/27/2025Orion Porfolio Solutions LLC65,320$1.77M0.0%+102.6%0.096%
8/26/2025Thrivent Financial for Lutherans279,751$7.59M0.0%N/A0.412%
8/19/2025B. Riley Wealth Advisors Inc.12,346$335K0.0%N/A0.018%
8/19/2025Marex Group plc65,139$1.77M0.0%N/A0.096%
8/18/2025Geneos Wealth Management Inc.34,011$923K0.0%-20.4%0.050%
8/18/2025Hershey Financial Advisers LLC138,261$3.75M3.4%N/A0.203%
8/15/2025Asset Allocation Strategies LLC227,981$6.19M1.2%-12.6%0.336%
8/15/2025Corient Private Wealth LLC9,377$254K0.0%-14.6%0.014%
8/15/2025State of Tennessee Department of Treasury3,428,800$93.06M0.3%+20.5%5.046%
8/15/2025Orion Porfolio Solutions LLC65,320$1.77M0.0%+102.6%0.096%
8/15/2025MML Investors Services LLC447,345$12.14M0.0%-31.2%0.658%
8/15/2025Great Valley Advisor Group Inc.222,190$6.03M0.1%+14.5%0.327%
8/15/2025Balanced Rock Investment Advisors LLC11,153$303K0.2%+6.5%0.016%
8/15/2025Bank of America Corp DE5,993,527$162.66M0.0%-3.5%8.820%
8/15/2025Ameriprise Financial Inc.679,932$18.45M0.0%-67.1%1.001%
8/14/2025First Citizens Asset Management Inc.14,418$391K0.2%-16.5%0.021%
8/14/2025Jane Street Group LLC120,607$3.27M0.0%-78.9%0.177%
8/14/2025Raymond James Financial Inc.184,953$5.02M0.0%-50.0%0.272%
8/14/2025Transamerica Financial Advisors LLC187,751$5.10M0.5%N/A0.276%
8/14/2025Diversify Wealth Management LLC124,852$3.38M0.2%+3.0%0.184%
8/14/2025NewEdge Advisors LLC34,859$946K0.0%+137.1%0.051%
8/14/2025Qube Research & Technologies Ltd9,403$255K0.0%N/A0.014%
8/14/2025Navis Wealth Advisors LLC16,677$453K0.4%-3.2%0.025%
8/14/2025Baker Avenue Asset Management LP323,024$8.77M0.2%+49.2%0.475%
8/14/2025Cerity Partners LLC98,367$2.67M0.0%-8.0%0.145%
8/14/2025ESL Trust Services LLC1,126,108$30.56M6.2%-0.2%1.657%
8/13/2025ESG Planning DBA Harper Investing16,547$449K0.3%N/A0.024%
8/13/2025Seaview Investment Managers LLC33,305$904K0.2%+13.6%0.049%
8/13/2025Baird Financial Group Inc.15,011$407K0.0%-72.5%0.022%
8/13/2025Invesco Ltd.128,609$3.49M0.0%-13.3%0.189%
8/13/2025D L Carlson Investment Group Inc.68,701$1.87M0.3%-17.2%0.101%
8/13/2025Quadrature Capital Ltd163,947$4.45M0.1%N/A0.241%
8/13/2025Northwestern Mutual Wealth Management Co.29,448$799K0.0%-16.8%0.043%
8/12/2025J.W. Cole Advisors Inc.14,351$389K0.0%-9.5%0.021%
8/12/2025Steward Partners Investment Advisory LLC8,777$238K0.0%-5.6%0.013%
8/12/2025JPMorgan Chase & Co.45,912$1.25M0.0%+2.8%0.068%
8/12/2025Cumberland Partners Ltd43,300$1.18M0.1%-28.8%0.064%
8/11/2025Angeles Investment Advisors LLC366,000$9.93M0.6%-71.7%0.539%
8/11/2025Mount Lucas Management LP67,806$1.84M0.8%+0.7%0.100%
8/11/2025Nomura Asset Management Co. Ltd.483,600$13.13M0.0%-35.6%0.712%
8/11/2025PAX Financial Group LLC13,805$375K0.1%+12.2%0.020%
8/8/2025Rockefeller Capital Management L.P.54,798$1.49M0.0%+303.8%0.081%
8/8/2025Kingsview Wealth Management LLC25,106$681K0.0%+3.6%0.037%
8/8/2025Cetera Investment Advisers469,714$12.75M0.0%-11.8%0.691%
8/8/2025Creative Planning498,010$13.52M0.0%-0.3%0.733%
8/8/2025Independence Financial Advisors LLC164,005$4.45M1.7%-63.2%0.241%
8/8/2025Ignite Planners LLC128,772$3.48M0.5%+7.1%0.190%
8/8/2025Petix & Botte Co167,204$4.54M1.1%+17.5%0.246%
8/8/2025Kaizen Financial Strategies15,222$413K0.2%N/A0.022%
8/8/2025PNC Financial Services Group Inc.70,541$1.91M0.0%-3.7%0.104%
8/7/2025Allworth Financial LP1,281,649$34.78M0.2%+2.6%1.886%
8/6/2025Prospera Financial Services Inc8,802$239K0.0%-5.5%0.013%
8/6/2025AE Wealth Management LLC44,057$1.20M0.0%+28.4%0.065%
8/6/2025Rialto Wealth Management LLC45,571$1.24M0.3%-6.5%0.067%
8/6/2025Mascagni Wealth Management Inc.7,507$204K0.2%-36.0%0.011%
8/6/2025DDFG Inc49,122$1.33M0.3%-1.0%0.072%
8/6/2025First Horizon Advisors Inc.4,706$128K0.0%-50.1%0.007%
8/5/2025Continuum Wealth Advisors LLC157,636$4.28M2.1%-8.7%0.232%
8/5/2025Bank of Montreal Can6,410$174K0.0%+9.6%0.009%
8/5/2025Mission Wealth Management LP11,536$313K0.0%-18.2%0.017%
8/4/2025Twin City Private Wealth LLC4,784$130K0.1%-44.4%0.007%
8/4/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors18,552$504K0.1%-10.1%0.027%
8/4/2025IFG Advisory LLC74,795$2.03M0.1%+3.1%0.110%
8/4/2025Impact Partnership Wealth LLC68,426$1.86M0.3%-28.9%0.101%
8/4/2025Assetmark Inc.17,172$466K0.0%-2.5%0.025%
8/4/2025Spire Wealth Management8,362$227K0.0%-8.3%0.012%
8/4/2025World Investment Advisors214,404$5.82M0.1%+117.6%0.316%
8/4/2025Municipal Employees Retirement System of Michigan3,476,559$94.35M1.1%N/A5.116%
8/1/2025Winebrenner Capital Management LLC11,148$303K0.2%+5.7%0.016%
8/1/2025Envestnet Asset Management Inc.1,553,710$42.17M0.0%-38.0%2.287%
7/31/2025Wealthfront Advisers LLC31,119$845K0.0%+25.1%0.046%
7/31/2025Orion Capital Management LLC5,000$136K0.1%+158.7%0.007%
7/31/2025Forte Asset Management LLC78,481$2.13M1.1%+0.6%0.116%
7/31/2025Insight Wealth Partners LLC134,016$3.64M1.4%+4.3%0.198%
7/30/2025Insight Advisors LLC PA44,303$1.20M0.2%-4.8%0.065%
7/30/2025Parcion Private Wealth LLC76,478$2.08M0.1%-1.5%0.113%
7/29/2025Novare Capital Management LLC73,749$2.00M0.2%+4.2%0.109%
7/29/2025Private Trust Co. NA3,101$84K0.0%+41.0%0.005%
7/29/2025Two West Capital Advisors LLC13,283$360K0.2%-30.0%0.020%
7/28/2025Toews Corp ADV347,100$9.42M1.4%N/A0.510%
7/28/2025Mutual Advisors LLC7,842$213K0.0%-6.3%0.012%
7/28/2025Harbour Investments Inc.2,950$80K0.0%-19.7%0.004%
7/25/2025Atria Wealth Solutions Inc.39,386$1.07M0.0%-69.5%0.058%
7/25/2025Envestnet Portfolio Solutions Inc.162,094$4.40M0.0%-22.3%0.238%
7/25/2025CWM LLC279,909$7.60M0.0%+1.2%0.411%
7/25/2025Concurrent Investment Advisors LLC27,085$735K0.0%+12.9%0.040%
7/24/2025US Bancorp DE108,872$2.96M0.0%+10.3%0.160%
7/23/2025Vontobel Holding Ltd.10,000$271K0.0%+25.0%0.015%
7/23/2025Ignite Planners LLC128,823$3.48M0.5%+7.1%0.189%
7/23/2025TriaGen Wealth Management LLC36,481$990K0.3%+5.0%0.054%
7/23/2025SteelPeak Wealth LLC14,535$394K0.0%-22.8%0.021%
7/23/2025Prime Capital Investment Advisors LLC33,830$918K0.0%-4.0%0.050%
7/22/2025PUREfi Wealth LLC14,142$384K0.3%N/A0.021%
(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, 322 institutional investors and hedge funds held shares of iShares Fallen Angels USD Bond ETF. The most heavily invested institutionals were Bank of America Corp DE ($162.66M), Municipal Employees Retirement System of Michigan ($94.35M), State of Tennessee Department of Treasury ($93.06M), LPL Financial LLC ($55.32M), Envestnet Asset Management Inc. ($42.17M), Allworth Financial LP ($34.78M), and ESL Trust Services LLC ($30.56M).Learn more on iShares Fallen Angels USD Bond ETF's institutional investors.

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

Of the 267 institutional investors that purchased iShares Fallen Angels USD Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Mather Group LLC. ($4.18M), Municipal Employees Retirement System of Michigan ($3.48M), Angeles Investment Advisors LLC ($1.43M), Envestnet Asset Management Inc. ($1.30M), State of Tennessee Department of Treasury ($1.17M), Jane Street Group LLC ($1.14M), and Wright Fund Management LLC ($981.50K).

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

Institutional investors have bought a total of 18,779,245 shares in the last 24 months. This purchase volume represents approximately $505.61M in transactions.

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

Of the 130 institutional investors that sold iShares Fallen Angels USD Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Mather Group LLC. ($10.03M), Ameriprise Financial Inc. ($1.39M), Envestnet Asset Management Inc. ($1.07M), Angeles Investment Advisors LLC ($928.40K), Jane Street Group LLC ($923.15K), Procyon Advisors LLC ($607.86K), and Independence Financial Advisors LLC ($282.14K).

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

Institutional investors have sold a total of 18,784,384 shares in the last 24 months. This volume of shares sold represents approximately $509.36M in transactions.


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This page (NASDAQ:FALN) was last updated on 10/9/2025 by MarketBeat.com Staff
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