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iShares Fallen Angels USD Bond ETF (FALN) Institutional Ownership

iShares Fallen Angels USD Bond ETF logo
$27.32 +0.09 (+0.31%)
As of 04:00 PM Eastern
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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)
196
Total
Institutional Inflows
(last 12 months)
$560.05M
Number of
Institutional Sellers
(last 12 months)
130
Total
Institutional Outflows
(last 12 months)
$508.96M
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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
8/27/2025 Orion Porfolio Solutions LLC65,320$1.77M0.0%+102.6%0.096%
8/26/2025 Thrivent Financial for Lutherans279,751$7.59M0.0%N/A0.412%
8/19/2025 B. Riley Wealth Advisors Inc.12,346$335K0.0%N/A0.018%
8/19/2025 Marex Group plc65,139$1.77M0.0%N/A0.096%
8/18/2025 Geneos Wealth Management Inc.34,011$923K0.0%-20.4%0.050%
8/18/2025 Hershey Financial Advisers LLC138,261$3.75M3.4%N/A0.203%
8/15/2025 Asset Allocation Strategies LLC227,981$6.19M1.2%-12.6%0.336%
8/15/2025 Corient Private Wealth LLC9,377$254K0.0%-14.6%0.014%
8/15/2025 State of Tennessee Department of Treasury3,428,800$93.06M0.3%+20.5%5.046%
8/15/2025 Orion Porfolio Solutions LLC65,320$1.77M0.0%+102.6%0.096%
8/15/2025 MML Investors Services LLC447,345$12.14M0.0%-31.2%0.658%
8/15/2025 Great Valley Advisor Group Inc.222,190$6.03M0.1%+14.5%0.327%
8/15/2025 Balanced Rock Investment Advisors LLC11,153$303K0.2%+6.5%0.016%
8/15/2025 Bank of America Corp DE5,993,527$162.66M0.0%-3.5%8.820%
8/15/2025 Ameriprise Financial Inc.679,932$18.45M0.0%-67.1%1.001%
8/14/2025 First Citizens Asset Management Inc.14,418$391K0.2%-16.5%0.021%
8/14/2025 Jane Street Group LLC120,607$3.27M0.0%-78.9%0.177%
8/14/2025 Raymond James Financial Inc.184,953$5.02M0.0%-50.0%0.272%
8/14/2025 Transamerica Financial Advisors LLC187,751$5.10M0.5%N/A0.276%
8/14/2025 Diversify Wealth Management LLC124,852$3.38M0.2%+3.0%0.184%
8/14/2025 NewEdge Advisors LLC34,859$946K0.0%+137.1%0.051%
8/14/2025 Qube Research & Technologies Ltd9,403$255K0.0%N/A0.014%
8/14/2025 Navis Wealth Advisors LLC16,677$453K0.4%-3.2%0.025%
8/14/2025 Baker Avenue Asset Management LP323,024$8.77M0.2%+49.2%0.475%
8/14/2025 Cerity Partners LLC98,367$2.67M0.0%-8.0%0.145%
8/14/2025 ESL Trust Services LLC1,126,108$30.56M6.2%-0.2%1.657%
8/13/2025 ESG Planning DBA Harper Investing16,547$449K0.3%N/A0.024%
8/13/2025 Seaview Investment Managers LLC33,305$904K0.2%+13.6%0.049%
8/13/2025 Baird Financial Group Inc.15,011$407K0.0%-72.5%0.022%
8/13/2025 Invesco Ltd.128,609$3.49M0.0%-13.3%0.189%
8/13/2025 D L Carlson Investment Group Inc.68,701$1.87M0.3%-17.2%0.101%
8/13/2025 Quadrature Capital Ltd163,947$4.45M0.1%N/A0.241%
8/13/2025 Northwestern Mutual Wealth Management Co.29,448$799K0.0%-16.8%0.043%
8/12/2025 J.W. Cole Advisors Inc.14,351$389K0.0%-9.5%0.021%
8/12/2025 Steward Partners Investment Advisory LLC8,777$238K0.0%-5.6%0.013%
8/12/2025 JPMorgan Chase & Co.45,912$1.25M0.0%+2.8%0.068%
8/12/2025 Cumberland Partners Ltd43,300$1.18M0.1%-28.8%0.064%
8/11/2025 Angeles Investment Advisors LLC366,000$9.93M0.6%-71.7%0.539%
8/11/2025 Mount Lucas Management LP67,806$1.84M0.8%+0.7%0.100%
8/11/2025 Nomura Asset Management Co. Ltd.483,600$13.13M0.0%-35.6%0.712%
8/11/2025 PAX Financial Group LLC13,805$375K0.1%+12.2%0.020%
8/8/2025 Rockefeller Capital Management L.P.54,798$1.49M0.0%+303.8%0.081%
8/8/2025 Kingsview Wealth Management LLC25,106$681K0.0%+3.6%0.037%
8/8/2025 Cetera Investment Advisers469,714$12.75M0.0%-11.8%0.691%
8/8/2025 Creative Planning498,010$13.52M0.0%-0.3%0.733%
8/8/2025 Independence Financial Advisors LLC164,005$4.45M1.7%-63.2%0.241%
8/8/2025 Ignite Planners LLC128,772$3.48M0.5%+7.1%0.190%
8/8/2025 Petix & Botte Co167,204$4.54M1.1%+17.5%0.246%
8/8/2025 Kaizen Financial Strategies15,222$413K0.2%N/A0.022%
8/8/2025 PNC Financial Services Group Inc.70,541$1.91M0.0%-3.7%0.104%
8/7/2025 Allworth Financial LP1,281,649$34.78M0.2%+2.6%1.886%
8/6/2025 Prospera Financial Services Inc8,802$239K0.0%-5.5%0.013%
8/6/2025 AE Wealth Management LLC44,057$1.20M0.0%+28.4%0.065%
8/6/2025 Rialto Wealth Management LLC45,571$1.24M0.3%-6.5%0.067%
8/6/2025 Mascagni Wealth Management Inc.7,507$204K0.2%-36.0%0.011%
8/6/2025 DDFG Inc49,122$1.33M0.3%-1.0%0.072%
8/6/2025 First Horizon Advisors Inc.4,706$128K0.0%-50.1%0.007%
8/5/2025 Continuum Wealth Advisors LLC157,636$4.28M2.1%-8.7%0.232%
8/5/2025 Bank of Montreal Can6,410$174K0.0%+9.6%0.009%
8/5/2025 Mission Wealth Management LP11,536$313K0.0%-18.2%0.017%
8/4/2025 Twin City Private Wealth LLC4,784$130K0.1%-44.4%0.007%
8/4/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors18,552$504K0.1%-10.1%0.027%
8/4/2025 IFG Advisory LLC74,795$2.03M0.1%+3.1%0.110%
8/4/2025 Impact Partnership Wealth LLC68,426$1.86M0.3%-28.9%0.101%
8/4/2025 Assetmark Inc.17,172$466K0.0%-2.5%0.025%
8/4/2025 Spire Wealth Management8,362$227K0.0%-8.3%0.012%
8/4/2025 World Investment Advisors214,404$5.82M0.1%+117.6%0.316%
8/4/2025 Municipal Employees Retirement System of Michigan3,476,559$94.35M1.1%N/A5.116%
8/1/2025 Winebrenner Capital Management LLC11,148$303K0.2%+5.7%0.016%
8/1/2025 Envestnet Asset Management Inc.1,553,710$42.17M0.0%-38.0%2.287%
7/31/2025 Wealthfront Advisers LLC31,119$845K0.0%+25.1%0.046%
7/31/2025 Orion Capital Management LLC5,000$136K0.1%+158.7%0.007%
7/31/2025 Forte Asset Management LLC78,481$2.13M1.1%+0.6%0.116%
7/31/2025 Insight Wealth Partners LLC134,016$3.64M1.4%+4.3%0.198%
7/30/2025 Insight Advisors LLC PA44,303$1.20M0.2%-4.8%0.065%
7/30/2025 Parcion Private Wealth LLC76,478$2.08M0.1%-1.5%0.113%
7/29/2025 Novare Capital Management LLC73,749$2.00M0.2%+4.2%0.109%
7/29/2025 Private Trust Co. NA3,101$84K0.0%+41.0%0.005%
7/29/2025 Two West Capital Advisors LLC13,283$360K0.2%-30.0%0.020%
7/28/2025 Toews Corp ADV347,100$9.42M1.4%N/A0.510%
7/28/2025 Mutual Advisors LLC7,842$213K0.0%-6.3%0.012%
7/28/2025 Harbour Investments Inc.2,950$80K0.0%-19.7%0.004%
7/25/2025 Atria Wealth Solutions Inc.39,386$1.07M0.0%-69.5%0.058%
7/25/2025 Envestnet Portfolio Solutions Inc.162,094$4.40M0.0%-22.3%0.238%
7/25/2025 CWM LLC279,909$7.60M0.0%+1.2%0.411%
7/25/2025 Concurrent Investment Advisors LLC27,085$735K0.0%+12.9%0.040%
7/24/2025 US Bancorp DE108,872$2.96M0.0%+10.3%0.160%
7/23/2025 Vontobel Holding Ltd.10,000$271K0.0%+25.0%0.015%
7/23/2025 Ignite Planners LLC128,823$3.48M0.5%+7.1%0.189%
7/23/2025 TriaGen Wealth Management LLC36,481$990K0.3%+5.0%0.054%
7/23/2025 SteelPeak Wealth LLC14,535$394K0.0%-22.8%0.021%
7/23/2025 Prime Capital Investment Advisors LLC33,830$918K0.0%-4.0%0.050%
7/22/2025 PUREfi Wealth LLC14,142$384K0.3%N/A0.021%
7/22/2025 Beacon Financial Advisory LLC14,628$397K0.1%+10.4%0.021%
7/22/2025 Simplicity Wealth LLC17,300$470K0.0%-43.8%0.025%
7/22/2025 Wealthcare Advisory Partners LLC7,628$207K0.0%N/A0.011%
7/22/2025 Kraematon Investment Advisors Inc.129,653$3.52M3.3%+1.6%0.190%
7/21/2025 Ameritas Advisory Services LLC4,493$122K0.0%N/A0.007%
7/18/2025 Client 1ST Advisory Group LLC27,598$749K0.3%-21.8%0.041%
7/17/2025 Janney Montgomery Scott LLC52,455$1.42M0.0%-27.1%0.077%
(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 20,771,470 shares in the last 24 months. This purchase volume represents approximately $560.05M 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 18,770,788 shares in the last 24 months. This volume of shares sold represents approximately $508.96M in transactions.


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This page (NASDAQ:FALN) was last updated on 9/4/2025 by MarketBeat.com Staff
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