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iShares Fallen Angels USD Bond ETF (FALN) Institutional Ownership

iShares Fallen Angels USD Bond ETF logo
$26.25 -0.24 (-0.91%)
Closing price 04:00 PM Eastern
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$26.42 +0.17 (+0.64%)
As of 04:15 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)
192
Total
Institutional Inflows
(last 12 months)
$455.53M
Number of
Institutional Sellers
(last 12 months)
112
Total
Institutional Outflows
(last 12 months)
$99.89M
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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
5/21/2025 Geneos Wealth Management Inc.42,732$1.15M0.0%+9.4%0.065%
5/20/2025 Integrity Alliance LLC.8,768$235K0.0%N/A0.013%
5/19/2025 Jane Street Group LLC571,329$15.31M0.0%N/A0.862%
5/16/2025 Wilson & Boucher Capital Management LLC30,900$828K0.6%-7.5%0.047%
5/16/2025 Coppell Advisory Solutions LLC2,175$58K0.0%-16.2%0.003%
5/16/2025 Arete Wealth Advisors LLC9,947$266K0.0%-11.7%0.015%
5/16/2025 NewEdge Advisors LLC14,703$394K0.0%+13.3%0.022%
5/16/2025 Integrated Wealth Concepts LLC59,150$1.59M0.0%+162.7%0.089%
5/15/2025 Royal Bank of Canada301,573$8.08M0.0%+32.3%0.455%
5/15/2025 Insight Wealth Partners LLC128,461$3.44M0.6%+4.3%0.194%
5/15/2025 Baird Financial Group Inc.54,666$1.47M0.0%-4.5%0.083%
5/15/2025 OLD Mission Capital LLC60,203$1.61M0.0%N/A0.091%
5/15/2025 D L Carlson Investment Group Inc.82,938$2.22M0.4%-3.3%0.125%
5/14/2025 Orion Capital Management LLC1,933$52K0.0%-30.2%0.003%
5/14/2025 Jane Street Group LLC571,329$15.31M0.0%N/A0.862%
5/14/2025 Comerica Bank50,448$1.35M0.0%+8.2%0.076%
5/14/2025 Freedom Investment Management Inc.26,085$699K0.1%-13.1%0.039%
5/14/2025 Northwestern Mutual Wealth Management Co.35,389$948K0.0%+26.5%0.053%
5/14/2025 Kestra Advisory Services LLC71,972$1.93M0.0%+61.5%0.109%
5/14/2025 Compound Planning Inc.10,318$276K0.0%+4.9%0.016%
5/14/2025 Ameriprise Financial Inc.2,068,827$55.45M0.0%+29.9%3.123%
5/14/2025 Petix & Botte Co142,340$3.81M1.0%+40.8%0.215%
5/13/2025 TriaGen Wealth Management LLC34,728$930K0.3%+13.8%0.052%
5/13/2025 Raymond James Financial Inc.370,217$9.92M0.0%+126.9%0.559%
5/13/2025 DDFG Inc49,630$1.33M0.4%+25.2%0.075%
5/13/2025 Seaview Investment Managers LLC24,312$651K0.2%N/A0.037%
5/13/2025 HighTower Advisors LLC10,664$286K0.0%+32.3%0.016%
5/12/2025 Aveo Capital Partners LLC28,807$755K0.1%+59.6%0.043%
5/12/2025 Invesco Ltd.148,405$3.98M0.0%-12.6%0.224%
5/12/2025 ESL Trust Services LLC1,128,608$30.24M6.8%+1.2%1.704%
5/12/2025 National Bank of Canada FI17,407$466K0.0%N/A0.026%
5/9/2025 Twin City Private Wealth LLC8,599$230K0.2%+12.4%0.013%
5/9/2025 Atria Wealth Solutions Inc.128,954$3.46M0.0%+367.1%0.195%
5/9/2025 Strategic Investment Solutions Inc. IL1,904$51K0.0%+26.8%0.003%
5/9/2025 Cumberland Partners Ltd60,800$1.63M0.1%+34.5%0.092%
5/8/2025 IFG Advisory LLC72,574$1.94M0.1%+3.2%0.110%
5/8/2025 Baker Avenue Asset Management LP216,519$5.80M0.2%+93.3%0.327%
5/8/2025 US Financial Advisors LLC81,428$2.18M0.6%+2.1%0.123%
5/8/2025 Harbour Investments Inc.3,672$98K0.0%-57.0%0.006%
5/8/2025 Independence Financial Advisors LLC446,140$11.95M4.5%N/A0.673%
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5/8/2025 FOCUS Wealth Advisors LLC73,107$1.96M1.1%+8.0%0.110%
5/8/2025 Banque Cantonale Vaudoise5,024$135K0.0%N/A0.008%
5/7/2025 LPL Financial LLC2,064,761$55.32M0.0%+4.1%3.117%
5/7/2025 Valley Wealth Managers Inc.26,816$718K0.1%-15.7%0.040%
5/6/2025 Assetmark Inc.17,612$472K0.0%-6.4%0.027%
5/6/2025 Cetera Investment Advisers532,642$14.27M0.0%+9.8%0.804%
5/6/2025 AE Wealth Management LLC34,314$919K0.0%-6.7%0.052%
5/6/2025 Mount Lucas Management LP67,339$1.80M0.6%-1.0%0.102%
5/6/2025 Efficient Advisors LLC21,720$582K0.0%N/A0.033%
5/6/2025 Ignite Planners LLC120,249$3.14M0.6%+10.7%0.182%
5/5/2025 Allianz Asset Management GmbH124,200$3.33M0.0%+90.2%0.187%
5/5/2025 Impact Partnership Wealth LLC96,188$2.58M0.6%+2.1%0.145%
5/5/2025 Private Advisor Group LLC372,180$9.97M0.1%+713.6%0.562%
5/2/2025 Kingsview Wealth Management LLC24,243$649K0.0%-8.7%0.036%
5/2/2025 Lineweaver Wealth Advisors LLC19,025$510K0.1%-14.9%0.029%
5/2/2025 Parcion Private Wealth LLC77,682$2.08M0.2%+9.1%0.116%
5/2/2025 PAX Financial Group LLC12,302$330K0.1%+24.8%0.018%
5/2/2025 Wealthfront Advisers LLC24,868$666K0.0%-34.1%0.037%
5/2/2025 Prepared Retirement Institute LLC237,938$6.37M4.1%-15.1%0.357%
5/2/2025 Sigma Planning Corp13,533$363K0.0%-26.8%0.020%
5/1/2025 CWM LLC276,552$7.41M0.0%+1.0%0.415%
5/1/2025 Fifth Third Securities Inc.72,590$1.95M0.2%+4.9%0.109%
5/1/2025 Diversify Wealth Management LLC121,249$3.21M0.2%-29.1%0.182%
4/30/2025 Cerity Partners LLC106,906$2.86M0.0%-3.7%0.160%
4/30/2025 Allworth Financial LP1,249,377$32.85M0.2%+3.6%1.873%
4/30/2025 Wealth Advisory Solutions LLC50,629$1.36M0.4%-7.6%0.076%
4/30/2025 Cornerstone Planning Group LLC94,092$2.45M0.6%+1.7%0.141%
4/30/2025 Principal 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%
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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%
(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, 341 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), Ameriprise Financial Inc. ($55.45M), LPL Financial LLC ($55.32M), 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 281 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. ($4.18M), 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), 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 33,504,729 shares in the last 24 months. This purchase volume represents approximately $880.93M in transactions.

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

Of the 181 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. ($8.06M), LPL Financial LLC ($1.30M), Jane Street Group LLC ($472.43K), WealthShield Partners LLC ($468.51K), Atria Investments Inc ($448.18K), Tactive Advisors LLC ($432.71K), and Park Avenue Securities LLC ($424.62K).

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

Institutional investors have sold a total of 18,001,932 shares in the last 24 months. This volume of shares sold represents approximately $457.08M in transactions.



This page (NASDAQ:FALN) was last updated on 5/21/2025 by MarketBeat.com Staff
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