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iShares Fallen Angels USD Bond ETF (FALN) Institutional Ownership

iShares Fallen Angels USD Bond ETF logo
$26.28 -0.17 (-0.64%)
As of 04/30/2025 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares Fallen Angels USD Bond ETF (NASDAQ:FALN)

Number of
Institutional Buyers
(last 12 months)
177
Total
Institutional Inflows
(last 12 months)
$367.15M
Number of
Institutional Sellers
(last 12 months)
107
Total
Institutional Outflows
(last 12 months)
$97.97M
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FALN Institutional Buying and Selling by Quarter

iShares Fallen Angels USD Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2025Cerity Partners LLC106,906$2.86M0.0%-3.7%0.160%
4/30/2025Allworth Financial LP1,249,377$32.85M0.2%+3.6%1.873%
4/30/2025Wealth Advisory Solutions LLC50,629$1.36M0.4%-7.6%0.076%
4/30/2025Cornerstone Planning Group LLC94,092$2.45M0.6%+1.7%0.141%
4/30/2025Principal Securities Inc.49,683$1.33M0.0%+19.7%0.074%
4/29/2025 Envestnet Asset Management Inc.2,507,567$67.18M0.0%+16.2%3.759%
4/29/2025 Novare Capital Management LLC70,774$1.90M0.2%+10.0%0.106%
4/29/2025 Concurrent Investment Advisors LLC23,993$643K0.0%+106.7%0.036%
4/29/2025 Bank of New York Mellon Corp186,796$5.00M0.0%+30.9%0.280%
4/29/2025 World Investment Advisors98,538$2.64M0.1%-34.5%0.148%
4/29/2025 Olde Wealth Management LLC2,015$53K0.0%N/A0.003%
4/29/2025 OneDigital Investment Advisors LLC899,744$24.10M0.3%+16.3%1.349%
4/28/2025 D.A. Davidson & CO.39,261$1.05M0.0%+4.3%0.059%
4/28/2025 Mutual Advisors LLC8,368$221K0.0%-57.0%0.013%
4/28/2025 First Horizon Advisors Inc.9,440$253K0.0%-21.3%0.014%
4/28/2025 Novem Group537,346$14.40M2.0%+9.5%0.806%
4/28/2025 Glassy Mountain Advisors Inc.120,139$3.22M1.1%+0.3%0.180%
4/28/2025 Coastline Trust Co166,847$4.47M0.6%+6.8%0.250%
4/25/2025 Mather Group LLC.10,133,769$271.48M3.1%+5.9%15.002%
4/25/2025 Sovran Advisors LLC25,144$654K0.1%+55.0%0.037%
4/24/2025 Beacon Financial Advisory LLC13,256$355K0.1%+51.2%0.020%
4/23/2025 Western Financial Corp CA26,193$702K0.4%-6.6%0.039%
4/23/2025 Perigon Wealth Management LLC69,661$1.87M0.0%+1.8%0.103%
4/23/2025 Spire Wealth Management9,123$244K0.0%+70.0%0.014%
4/23/2025 Golden State Equity Partners14,319$384K0.1%+7.9%0.021%
4/23/2025 Mascagni Wealth Management Inc.11,724$313K0.3%+26.4%0.017%
4/23/2025 Oppenheimer & Co. Inc.33,982$910K0.0%+10.8%0.050%
4/22/2025 Yoder Wealth Management Inc.27,546$738K0.4%-1.4%0.041%
4/22/2025 Brown Lisle Cummings Inc.1,200$32K0.0%N/A0.002%
4/22/2025 Cambridge Investment Research Advisors Inc.438,649$11.75M0.0%+42.1%0.651%
4/22/2025 Manning & Napier Advisors LLC91,230$2.44M0.0%-0.5%0.135%
4/22/2025 Bright Futures Wealth Management LLC.26,112$674K0.7%+1.7%0.039%
4/22/2025 Continuum Wealth Advisors LLC172,707$4.63M2.4%+1.9%0.256%
4/21/2025 Martin Worley Group117,920$3.16M1.8%+18.9%0.175%
4/21/2025 ORG Partners LLC37,940$1.01M0.2%+4.1%0.056%
4/21/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors20,645$553K0.1%-40.8%0.031%
4/21/2025 Envestnet Portfolio Solutions Inc.208,735$5.59M0.0%+11.8%0.310%
4/21/2025 Kingswood Wealth Advisors LLC8,357$224K0.0%-41.1%0.012%
4/18/2025 Capital Wealth Management LLC168,629$4.52M1.9%+8.7%0.229%
4/18/2025 Cornerstone Wealth Management LLC8,639$231K0.0%+13.1%0.012%
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4/18/2025 Colorado Capital Management Inc.10,240$274K0.1%N/A0.014%
4/18/2025 Optivise Advisory Services LLC62,376$1.67M0.9%-38.4%0.085%
4/17/2025 Janney Montgomery Scott LLC71,972$1.93M0.0%N/A0.098%
4/17/2025 M.E. Allison & CO. Inc.47,889$1.28M1.3%+2.6%0.065%
4/17/2025 Mission Wealth Management LP14,105$378K0.0%N/A0.019%
4/17/2025 Dynamic Advisor Solutions LLC28,007$750K0.0%-3.6%0.038%
4/17/2025 Dohj LLC149,008$3.99M0.9%+5.3%0.203%
4/16/2025 Wealth Enhancement Advisory Services LLC42,027$1.13M0.0%+1.3%0.057%
4/15/2025 Fifth Third Bancorp1,785$48K0.0%+45.1%0.002%
4/15/2025 Two West Capital Advisors LLC18,972$487K0.4%+2.2%0.026%
4/15/2025 Visionary Horizons LLC9,590$257K0.2%N/A0.013%
4/15/2025 Simplicity Wealth LLC30,791$825K0.1%N/A0.042%
4/14/2025 Farther Finance Advisors LLC24,229$647K0.0%+69.9%0.033%
4/14/2025 First Citizens Bank & Trust Co.81,424$2.18M0.0%+10.3%0.111%
4/14/2025 Park Avenue Securities LLC116,012$3.11M0.0%+20.4%0.158%
4/14/2025 Bank of New Hampshire11,134$298K0.1%+27.3%0.015%
4/14/2025 Kraematon Investment Advisors Inc.127,557$3.42M3.5%-3.3%0.173%
4/11/2025 Procyon Advisors LLC586,088$15.70M0.9%+11.1%0.746%
4/11/2025 Insight Advisors LLC PA46,544$1.25M0.2%+4.5%0.059%
4/10/2025 Breakwater Capital Group347,993$9.32M1.7%+8.9%0.443%
4/10/2025 HF Advisory Group LLC182,993$4.90M2.1%+11.1%0.233%
4/10/2025 Iams Wealth Management LLC31,481$843K0.4%-27.2%0.040%
4/9/2025 ST Germain D J Co. Inc.18,605$498K0.0%-17.3%0.024%
4/9/2025 Milestone Asset Management LLC64,009$1.72M0.4%N/A0.081%
4/3/2025 Central Pacific Bank Trust Division73,410$1.97M0.3%N/A0.100%
4/3/2025 First Hawaiian Bank70,591$1.89M0.1%N/A0.096%
3/24/2025 Mascagni Wealth Management Inc.11,724$313K0.3%N/A0.016%
3/17/2025 Wealth Enhancement Advisory Services LLC41,475$1.11M0.0%+16.8%0.057%
2/28/2025Brooklyn FI LLC117,870$3.19M0.5%N/A0.161%
2/26/2025Virtue Capital Management LLC74,942$2.00M0.4%+6.7%0.102%
2/25/2025B. Riley Wealth Advisors Inc.12,056$322K0.0%-48.5%0.016%
2/24/2025 Liberty Square Wealth Partners LLC11,373$307K0.1%N/A0.016%
2/24/2025Great Valley Advisor Group Inc.166,531$4.45M0.1%+1.2%0.227%
2/19/2025Wilson & Boucher Capital Management LLC33,400$892K0.6%+3.1%0.046%
2/18/2025 Sunbelt Securities Inc.22,568$603K0.1%-14.3%0.031%
2/18/2025Orion Capital Management LLC2,770$74K0.0%N/A0.004%
2/18/2025 Novem Group490,710$13.11M1.9%N/A0.669%
2/17/2025WBI Investments LLC71,527$1.91M0.5%-42.9%0.098%
2/17/2025Snowden Capital Advisors LLC14,574$389K0.0%-4.6%0.020%
2/17/2025Cetera Investment Advisers485,264$12.96M0.0%-26.2%0.662%
2/17/2025Baird Financial Group Inc.57,239$1.53M0.0%+2.3%0.078%
2/17/2025Baker Avenue Asset Management LP112,003$2.99M0.1%-48.6%0.153%
2/17/2025Bank of America Corp DE5,433,200$145.12M0.0%+0.1%7.412%
2/17/2025Ameriprise Financial Inc.1,592,730$42.54M0.0%+30.5%2.173%
2/14/2025Mercer Global Advisors Inc. ADV114,008$3.05M0.0%+2.7%0.156%
2/14/2025Comerica Bank46,608$1.25M0.0%+28.5%0.064%
2/14/2025Integrated Wealth Concepts LLC22,513$601K0.0%-12.0%0.031%
2/14/2025Coppell Advisory Solutions LLC2,596$69K0.0%-67.7%0.004%
2/14/2025Aldebaran Financial Inc.8,951$239K0.3%N/A0.012%
2/14/2025IHT Wealth Management LLC14,867$397K0.0%-52.2%0.020%
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2/14/2025Stifel Financial Corp38,282$1.02M0.0%-12.3%0.052%
2/14/2025 OneDigital Investment Advisors LLC773,706$20.67M0.2%+28.4%1.056%
2/14/2025 Optivise Advisory Services LLC101,243$2.70M1.5%-33.4%0.138%
2/14/2025State of Tennessee Department of Treasury583,680$15.59M0.1%N/A0.796%
2/14/2025MML Investors Services LLC601,719$16.07M0.1%+40.8%0.821%
2/14/2025First Citizens Asset Management Inc.17,904$478K0.2%-7.4%0.024%
2/14/2025Freedom Investment Management Inc.30,012$802K0.1%-2.8%0.041%
2/14/2025Balanced Rock Investment Advisors LLC10,316$276K0.2%+10.4%0.014%
2/14/2025Concourse Financial Group Securities Inc.21,221$573K0.0%-11.4%0.029%
2/13/2025NewEdge Advisors LLC12,975$347K0.0%+35.3%0.018%
(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, 353 institutional investors and hedge funds held shares of iShares Fallen Angels USD Bond ETF. The most heavily invested institutionals were Mather Group LLC. ($271.48M), Bank of America Corp DE ($145.12M), Envestnet Asset Management Inc. ($67.18M), Sound Financial Strategies Group LLC ($61.59M), LPL Financial LLC ($53.00M), Ameriprise Financial Inc. ($42.54M), and Nomura Asset Management Co. Ltd. ($37.96M).Learn more on FALN's institutional investors.

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

Of the 282 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: Mather Group LLC. ($4.77M), Nomura Asset Management Co. Ltd. ($2.50M), Sound Financial Strategies Group LLC ($2.43M), Envestnet Asset Management Inc. ($2.41M), Wilbanks Smith & Thomas Asset Management LLC ($1.66M), Angeles Investment Advisors LLC ($1.43M), 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 32,874,003 shares in the last 24 months. This purchase volume represents approximately $930.40M in transactions.

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

Of the 195 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. ($9.54M), Parcion Private Wealth LLC ($1.40M), LPL Financial LLC ($1.30M), WealthShield Partners LLC ($794.38K), Atria Investments Inc ($752.87K), Commonwealth Equity Services LLC ($507.38K), and Jane Street Group LLC ($472.43K).

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

Institutional investors have sold a total of 21,867,176 shares in the last 24 months. This volume of shares sold represents approximately $656.36M in transactions.



This page (NASDAQ:FALN) was last updated on 5/1/2025 by MarketBeat.com Staff
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