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iShares Fallen Angels USD Bond ETF (FALN) Institutional Ownership

iShares Fallen Angels USD Bond ETF logo
$27.07 -0.05 (-0.18%)
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)
191
Total
Institutional Inflows
(last 12 months)
$436.92M
Number of
Institutional Sellers
(last 12 months)
94
Total
Institutional Outflows
(last 12 months)
$264.05M
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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
7/10/2026 Annex Advisory Services LLC27,476$748K0.0%-99.1%0.045%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors13,476$367K0.0%-13.4%0.022%
7/10/2026 Wealthcare Advisory Partners LLC12,428$339K0.0%-17.0%0.021%
7/9/2026 Centurion Wealth Management LLC40,625$1.11M0.3%-2.9%0.067%
7/9/2026 Capital Wealth Management LLC266,540$7.26M1.7%+9.3%0.440%
7/9/2026 HF Advisory Group LLC294,108$8.01M2.5%+9.4%0.491%
7/9/2026 Client First Investment Management LLC139,127$3.79M1.6%N/A0.232%
7/9/2026 Breakwater Capital Group385,762$10.51M1.3%+7.3%0.645%
7/8/2026 Beacon Financial Strategies CORP1,825$50K0.0%N/A0.003%
7/7/2026 Dynamic Advisor Solutions LLC24,399$665K0.0%+2.1%0.041%
7/7/2026 FOCUS Wealth Advisors LLC75,197$2.05M0.9%+4.5%0.126%
7/7/2026 Avior Wealth Management LLC24,490$667K0.0%+59.9%0.041%
7/7/2026 CoreCap Advisors LLC2,359$64K0.0%+27.0%0.004%
7/2/2026 Box Hill Private Wealth LLC11,635$317K0.3%-7.9%0.017%
6/30/2026VectorGlobal IAG Inc.29,754$795K0.2%N/A0.044%
6/3/2026 NewEdge Advisors LLC52,838$1.41M0.0%+12.3%0.079%
5/22/2026Wellington Grp LLC979$26K0.0%N/A0.001%
5/20/2026 Arete Wealth Advisors LLC11,766$314K0.0%+4.4%0.018%
5/19/2026Bank of America Corp DE7,519,795$200.93M0.0%+3.5%11.190%
5/19/2026 Ashton Thomas Securities LLC72,599$1.94M0.2%N/A0.108%
5/19/2026 Arkadios Wealth Advisors12,705$339K0.0%N/A0.019%
5/19/2026 Arete Wealth Advisors LLC11,766$314K0.0%+4.4%0.018%
5/18/2026Royal Bank of Canada77,862$2.08M0.0%-46.0%0.116%
5/16/2026Ashford Capital Management Inc.294,018$7.86M1.0%+23.0%0.438%
5/15/2026 Gateway Wealth Partners LLC21,205$567K0.0%N/A0.032%
5/14/2026RMG Wealth Management LLC1,157$31K0.0%N/A0.002%
5/13/2026 Cetera Investment Advisers525,443$14.04M0.0%-1.4%0.782%
5/13/2026 First Citizens Bank & Trust Co.192,570$5.15M0.1%+109.7%0.287%
5/12/2026 Insight Advisors LLC PA46,210$1.24M0.2%+2.2%0.069%
5/8/2026 PNC Financial Services Group Inc.76,294$2.04M0.0%+6.2%0.114%
5/8/2026ESL Trust Services LLC1,242,649$33.20M6.3%-0.5%1.849%
5/7/2026 Scarborough Advisors LLC273,741$7.31M0.8%+2.1%0.407%
5/7/2026 AlphaCentric Advisors LLC11,668$312K0.3%+13.9%0.017%
5/6/2026 Cornerstone Planning Group LLC104,094$2.81M0.4%-2.7%0.155%
5/6/2026 Assetmark Inc.167,214$4.47M0.0%+15.7%0.249%
5/6/2026 Independent Financial Group LLC16,068$429K0.0%N/A0.024%
5/5/2026 Wealthfront Advisers LLC56,007$1.50M0.0%+51.0%0.083%
5/5/2026 Geneos Wealth Management Inc.37,078$991K0.0%+6.0%0.055%
5/5/2026Sanctuary Advisors LLC25,416$679K0.0%+48.4%0.038%
5/5/2026 Sigma Planning Corp9,486$253K0.0%-6.2%0.014%
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5/4/2026 Y.D. More Investments Ltd2,000$53K0.0%N/A0.003%
5/2/2026 Diversify Wealth Management LLC129,431$3.50M0.1%-6.2%0.193%
5/1/2026 Kaizen Financial Strategies17,246$469K0.2%+6.6%0.026%
5/1/2026 Fifth Third Bancorp61,490$1.64M0.0%+4,899.2%0.092%
5/1/2026 Sovran Advisors LLC16,767$455K0.0%-73.9%0.025%
5/1/2026 Simplicity Wealth LLC24,280$649K0.0%+28.4%0.036%
5/1/2026 Petix & Botte Co246,470$6.59M1.5%+11.2%0.367%
5/1/2026 Sequoia Financial Advisors LLC84,852$2.27M0.0%-23.9%0.126%
5/1/2026Manning & Napier Advisors LLC101,560$2.71M0.0%+2.5%0.151%
4/30/2026ATX Financial Planning LLC76,998$2.06M1.6%N/A0.115%
4/30/2026 Kestra Advisory Services LLC179,502$4.80M0.0%+9.5%0.267%
4/30/2026 Money Concepts Capital Corp9,069$242K0.0%-8.3%0.013%
4/29/2026 Addison Capital Co94,081$2.51M0.4%+4.8%0.140%
4/28/2026 PUREfi Wealth LLC23,865$638K0.4%+153.0%0.035%
4/28/2026 Ascentis Independent Advisors39,737$1.06M0.1%+122.9%0.058%
4/28/2026 NBT Bank N A NY3,275$88K0.0%+12,029.6%0.005%
4/28/2026 Forte Asset Management LLC78,000$2.08M0.9%-0.6%0.114%
4/27/2026 PAX Financial Group LLC13,638$364K0.1%-30.5%0.020%
4/27/2026 Private Advisor Group LLC316,837$8.47M0.0%-17.9%0.464%
4/24/2026 Root Financial Partners LLC6,477$173K0.0%+6.1%0.009%
4/24/2026 Impact Partnership Wealth LLC156,997$4.20M0.5%+34.8%0.230%
4/23/2026Asset Allocation Strategies LLC171,094$4.57M0.8%-4.4%0.252%
4/22/2026 DDFG Inc52,524$1.40M0.3%+5.9%0.077%
4/22/2026 Janney Montgomery Scott LLC54,689$1.46M0.0%+4.2%0.080%
4/22/2026 Yoder Wealth Management Inc.27,346$731K0.3%-4.5%0.040%
4/22/2026 Meridian Financial Advisors LLC24,261$648K0.4%+24.9%0.036%
4/21/2026 HF Advisory Group LLC268,800$7.18M2.4%+9.5%0.396%
4/21/2026Sequent Planning LLC12,325$329K0.1%+4.8%0.018%
4/20/2026 Breakwater Capital Group359,635$9.61M1.3%+5.2%0.529%
4/20/2026 Banque Cantonale Vaudoise8,822$236K0.0%+91.7%0.013%
4/18/2026 CENTRAL TRUST Co11,000$294K0.0%N/A0.016%
4/17/2026 Capital Wealth Management LLC243,797$6.51M1.8%+25.6%0.357%
4/17/2026 Signal Advisors Wealth LLC42,470$1.14M0.1%+1.6%0.062%
4/17/2026 Community Bank & Trust Waco Texas11,064$295K0.1%+8.7%0.016%
4/17/2026 Outlook Wealth Advisors LLC25,446$680K0.2%-59.0%0.037%
4/17/2026 Novare Capital Management LLC94,114$2.52M0.2%+15.4%0.138%
4/17/2026 First Citizens Asset Management Inc.22,790$609K0.2%+4.8%0.033%
4/17/2026 Intergy Private Wealth LLC9,685$259K0.1%+5.1%0.014%
4/17/2026 Brookstone Capital Management25,780$689K0.0%-8.1%0.038%
4/16/2026 Ballast Rock Private Wealth LLC28,149$752K0.4%+4.9%0.041%
3/17/2026Rockefeller Capital Management L.P.14,399$393K0.0%-3.4%0.021%
3/13/2026World Investment Advisors151,183$4.13M0.1%-43.8%0.223%
3/9/2026 Corient Private Wealth LLC11,268$308K0.0%+17.2%0.017%
2/27/2026 Strategic Investment Solutions Inc. IL1,207$33K0.0%-23.4%0.002%
2/26/2026Aristides Capital LLC20,548$561K0.1%+4.5%0.030%
2/20/2026Sunbelt Securities Inc.3,146$86K0.0%-25.5%0.005%
2/19/2026Mcguire Capital Advisors Inc.3,724$102K0.1%N/A0.005%
2/19/2026Invesco Ltd.1,411,465$38.53M0.0%+33.4%2.082%
2/19/2026 Corient Private Wealth LLC11,268$308K0.0%+17.2%0.017%
2/18/2026 Mercer Global Advisors Inc. ADV38,695$1.06M0.0%-3.4%0.057%
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2/18/2026 First Citizens Bank & Trust Co.91,853$2.51M0.0%+5.5%0.135%
2/18/2026State of Tennessee Department of Treasury2,328,300$64.19M0.2%-8.6%3.434%
2/18/2026 EP Wealth Advisors LLC7,574$207K0.0%N/A0.011%
2/18/2026 NewEdge Advisors LLC47,031$1.28M0.0%+28.3%0.069%
2/18/2026OLD Mission Capital LLC53,672$1.47M0.0%N/A0.079%
2/18/2026IHT Wealth Management LLC18,860$515K0.0%-3.5%0.028%
2/18/2026Integrity Wealth Advisors Inc.54,510$1.50M1.0%+613.0%0.080%
2/17/2026 Scarborough Advisors LLC268,022$7.32M1.2%+3.6%0.395%
2/17/2026 Integrated Advisors Network LLC8,843$241K0.0%+16.8%0.013%
2/17/2026 Cetera Investment Advisers532,933$14.55M0.0%+122.6%0.786%


FALN Institutional Ownership - Frequently Asked Questions

During the previous two years, 330 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 ($200.93M), Municipal Employees Retirement System of Michigan ($99.84M), Morgan Stanley ($93.93M), LPL Financial LLC ($66.31M), State of Tennessee Department of Treasury ($64.19M), Invesco Ltd. ($38.53M), and Allworth Financial LP ($36.40M).Learn more on iShares Fallen Angels USD Bond ETF's institutional investors.

Of the 288 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: Municipal Employees Retirement System of Michigan ($3.66M), Mather Group LLC. ($3.06M), JPMorgan Chase & Co. ($2.57M), Jane Street Group LLC ($1.66M), Invesco Ltd. ($1.45M), State of Tennessee Department of Treasury ($1.17M), and Bank of America Corp DE ($1.14M).

Institutional investors have bought a total of 15,912,363 shares in the last 24 months. This purchase volume represents approximately $436.92M in transactions.

Of the 90 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: Annex Advisory Services LLC ($3.01M), Ameriprise Financial Inc. ($1.49M), Envestnet Asset Management Inc. ($1.30M), Morgan Stanley ($1.20M), UBS Group AG ($329.11K), OneDigital Investment Advisors LLC ($282.37K), and World Investment Advisors ($235.82K).

Institutional investors have sold a total of 9,652,008 shares in the last 24 months. This volume of shares sold represents approximately $264.05M in transactions.


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Institutional ownership data for NASDAQ:FALN is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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