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NASDAQ:FALN

iShares Fallen Angels USD Bond ETF (FALN) Institutional Ownership

$25.08
+0.15 (+0.60%)
(As of 06/8/2023 ET)
Compare
Today's Range
$24.91
$25.08
50-Day Range
$24.64
$25.17
52-Week Range
$23.41
$26.19
Volume
349,343 shs
Average Volume
1.04 million shs
Market Capitalization
$1.56 billion
Assets Under Management
$1.56 billion
Dividend Yield
5.26%
Net Expense Ratio
0.25%

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

Number of
Institutional Buyers
(last 12 months)
185
Total
Institutional Inflows
(last 12 months)
$904.73 M
Number of
Institutional Sellers
(last 12 months)
243
Total
Institutional Outflows
(last 12 months)
$3.45 B
Skip Chart & View Institutional Buying and Selling Data

FALN Institutional Buying and Selling by Quarter

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iShares Fallen Angels USD Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/1/2023ORG Partners LLC58,351$1.47M0.4%N/A0.094%
5/31/2023Coastline Trust Co26,402$0.67M0.1%N/A0.042%
5/26/2023Alterna Wealth Management Inc.8,430$0.21M0.3%-35.3%0.014%
5/22/2023Arete Wealth Advisors LLC14,423$0.36M0.0%N/A0.023%
5/22/2023Ameriprise Financial Inc.212,617$5.38M0.0%-49.7%0.341%
5/17/2023B. Riley Wealth Advisors Inc.49,787$1.26M0.0%+2.2%0.080%
5/17/2023Advisory Services Network LLC26,174$0.66M0.0%+2.5%0.042%
5/17/2023Rockefeller Capital Management L.P.10,577$0.27M0.0%-9.6%0.017%
5/17/2023Thrivent Financial for Lutherans21,177$0.53M0.0%-16.4%0.034%
5/17/2023Sunbelt Securities Inc.22,538$0.56M0.1%+62.6%0.036%
5/16/2023Mercer Global Advisors Inc. ADV196,643$4.97M0.0%-8.3%0.316%
5/16/2023Ancora Advisors LLC23,495$0.59M0.0%+16.7%0.038%
5/16/2023Sentinus LLC20,957$0.53M0.2%-13.2%0.034%
5/16/2023Jane Street Group LLC216,191$5.46M0.0%-83.7%0.347%
5/16/2023Snowden Capital Advisors LLC24,203$0.61M0.0%-9.7%0.039%
5/16/2023Steward Partners Investment Advisory LLC17,408$0.44M0.0%-5.3%0.028%
5/16/2023Strategic Investment Solutions Inc. IL18,520$0.47M0.1%-77.0%0.030%
5/16/2023First Citizens Asset Management Inc.28,047$0.71M0.3%+17.5%0.045%
5/16/2023First Horizon Advisors Inc.6,770$0.17M0.0%+7.9%0.011%
5/16/2023Howe & Rusling Inc.1,282$32K0.0%+151.4%0.002%
5/16/2023Asset Allocation Strategies LLC52,892$1.34M3.9%-69.0%0.085%
5/16/2023Belpointe Asset Management LLC5,642$0.14M0.0%-27.5%0.009%
5/15/2023Hoxton Planning & Management LLC18,501$0.47M0.3%-31.5%0.030%
5/15/2023Yoder Wealth Management Inc.25,126$0.64M0.5%N/A0.040%
5/15/2023IHT Wealth Management LLC13,963$0.35M0.0%-23.9%0.022%
5/15/2023Pensionmark Financial Group LLC27,151$0.69M0.1%-61.2%0.044%
5/15/2023Cetera Investment Advisers477,542$12.07M0.1%+1.4%0.767%
5/15/2023Financial Gravity Asset Management Inc.626$0.18M0.0%+2,404.0%0.001%
5/15/2023Trek Financial LLC35,284$0.89M0.1%+9.7%0.057%
5/15/2023Viawealth LLC9,118$0.23M0.2%N/A0.015%
5/12/2023State of Tennessee Treasury Department494,012$12.48M0.1%N/A0.793%
5/12/2023Stifel Financial Corp218,833$5.53M0.0%-19.1%0.351%
5/12/2023GeoWealth Management LLC21,458$0.54M0.1%N/A0.034%
5/12/2023Nwam LLC29,387$0.74M0.1%+9.4%0.047%
5/12/2023BlackRock Inc.1,402,001$35.43M0.0%-27.9%2.250%
5/12/2023MML Investors Services LLC552,200$13.95M0.1%-6.0%0.886%
5/12/2023AlphaCentric Advisors LLC6,329$0.16M0.1%N/A0.010%
5/12/2023Bank of America Corp DE2,301,475$58.16M0.0%+38.1%3.694%
5/12/2023Prudential Financial Inc.67,200$1.70M0.0%+16.9%0.108%
5/12/2023ESL Trust Services LLC1,001,988$25.32M8.2%+0.3%1.608%
5/12/2023UBS Group AG1,217,322$30.76M0.0%+78.3%1.954%
5/12/2023NewEdge Advisors LLC85,540$2.16M0.0%-13.8%0.137%
5/12/2023Executive Wealth Management LLC73,602$1.86M0.2%-27.3%0.118%
5/12/2023Tradition Wealth Management LLC13,548$0.34M0.0%-59.0%0.022%
5/12/2023HighTower Advisors LLC17,225$0.42M0.0%-24.7%0.028%
5/11/2023Nomura Asset Management Co. Ltd.1,720,400$43.48M0.2%+1,374.2%2.761%
5/11/2023U.S. Capital Wealth Advisors LLC50,976$1.29M0.1%+1.2%0.082%
5/11/2023FFG Retirement Advisors LLC32,953$0.83M0.7%+19.7%0.053%
5/11/2023Summit Wealth & Retirement Planning Inc.32,168$0.81M0.3%-32.8%0.052%
5/11/2023PAX Financial Group LLC38,810$0.98M0.2%-9.6%0.062%
5/11/2023Cambridge Investment Research Advisors Inc.131,096$3.31M0.0%-22.3%0.210%
5/11/2023EverSource Wealth Advisors LLC2,181$55K0.0%-19.9%0.004%
5/11/2023Parcion Private Wealth LLC136,534$3.45M0.4%-90.6%0.219%
5/11/2023First Citizens Bank & Trust Co.17,271$0.44M0.0%+38.1%0.028%
5/11/2023Financial Advocates Investment Management23,171$0.59M0.0%-2.5%0.037%
5/11/2023Envestnet Asset Management Inc.8,293,358$209.57M0.1%-15.2%13.312%
5/11/2023Industrial Alliance Investment Management Inc.1,816$46K0.0%-81.6%0.003%
5/11/2023Kovitz Investment Group Partners LLC54,811$1.39M0.0%+52.0%0.088%
5/11/2023Intelligence Driven Advisers LLC18,497$0.46M0.1%-15.4%0.030%
5/11/2023Commonwealth Equity Services LLC239,847$6.06M0.0%-31.4%0.385%
5/11/2023Citigroup Inc.20,443$0.52M0.0%+22.8%0.033%
5/11/2023Icon Wealth Partners LLC35,911$0.91M0.1%N/A0.058%
5/11/2023Wealth Alliance10,986$0.28M0.0%+23.0%0.018%
5/11/2023Cooper Financial Group13,622$0.34M0.1%-12.4%0.022%
5/10/2023Atria Investments Inc120,864$3.05M0.1%-71.6%0.194%
5/10/2023Centurion Wealth Management LLC23,494$0.59M0.3%-13.1%0.038%
5/10/2023Resources Investment Advisors LLC.149,311$3.77M0.1%+18.9%0.240%
5/10/2023LPL Financial LLC2,721,782$68.78M0.1%+1.2%4.369%
5/10/2023WealthPLAN Partners LLC5,517$0.14M0.0%N/A0.009%
5/9/2023Spire Wealth Management33,518$0.85M0.0%+19.1%0.054%
5/9/2023Mather Group LLC.5,611,481$141.80M2.5%+11.7%9.007%
5/9/2023RFG Advisory LLC23,465$0.59M0.0%-6.1%0.038%
5/9/2023Bank of New York Mellon Corp305,071$7.71M0.0%+24.5%0.490%
5/9/2023US Bancorp DE22,513$0.57M0.0%+28.3%0.036%
5/8/2023MGO One Seven LLC41,996$1.06M0.1%N/A0.067%
5/8/2023Stokes Family Office LLC11,907$0.30M0.0%-16.8%0.019%
5/8/2023Avidian Wealth Solutions LLC10,638$0.27M0.0%-49.0%0.017%
5/8/2023Tempus Wealth Planning LLC9,665$0.24M0.1%-7.4%0.016%
5/8/2023WealthShield Partners LLC18,288$0.46M0.1%-94.7%0.029%
5/8/2023Donoghue Forlines LLC109,919$2.78M1.0%+366.9%0.176%
5/8/2023Steel Peak Wealth Management LLC78,201$1.98M0.1%-9.7%0.126%
5/8/2023Capital Wealth Management LLC128,104$3.24M1.9%+347.2%0.206%
5/8/2023Sigma Planning Corp21,435$0.54M0.0%-8.9%0.034%
5/8/2023Global Retirement Partners LLC6,880$0.17M0.0%+6.8%0.011%
5/5/2023Truist Financial Corp35,490$0.90M0.0%-22.8%0.057%
5/5/2023CFS Investment Advisory Services LLC40,664$1.03M0.2%-26.7%0.065%
5/5/2023DDFG Inc20,877$0.53M0.2%-19.7%0.033%
5/5/2023Coombe Bender & Co LLC32,350$0.82M0.6%+3.6%0.052%
5/4/2023Patron Partners LLC8,173$0.21M0.2%N/A0.013%
5/4/2023US Financial Advisors LLC73,785$1.87M0.8%+4.7%0.118%
5/4/2023Ausdal Financial Partners Inc.38,836$0.98M0.1%-3.5%0.062%
5/3/2023Aveo Capital Partners LLC21,610$0.55M0.1%+19.0%0.035%
5/3/2023J.W. Cole Advisors Inc.45,234$1.14M0.1%N/A0.072%
5/3/2023Liberty Wealth Management LLC37,977$0.96M0.2%N/A0.061%
5/3/2023Insight Advisors LLC PA30,554$0.77M0.2%+8.7%0.049%
5/3/2023SigFig Wealth Management LLC23,199$0.59M0.0%-4.0%0.037%
5/3/2023Bay Harbor Wealth Management LLC24,699$0.62M0.3%-2.0%0.039%
5/3/2023Integrated Wealth Concepts LLC128,316$3.24M0.1%+9.0%0.205%
5/3/2023Aspire Private Capital LLC3,297$83K0.0%-15.5%0.005%
5/3/2023Northwest Capital Management Inc15,535$0.39M0.2%-48.8%0.025%
(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, 419 institutional investors and hedge funds held shares of iShares Fallen Angels USD Bond ETF. The most heavily invested institutionals were Private Advisor Group LLC ($438.81M), Envestnet Asset Management Inc. ($209.57M), Mather Group LLC. ($141.80M), LPL Financial LLC ($68.78M), SCS Capital Management LLC ($60.04M), Bank of America Corp DE ($58.16M), and Morgan Stanley ($44.06M).Learn more on FALN's institutional investors.

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

Of the 395 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: Envestnet Asset Management Inc. ($21.04M), CFS Investment Advisory Services LLC ($9.77M), CWM LLC ($8.10M), Mather Group LLC. ($5.61M), LPL Financial LLC ($5.21M), Intelligence Driven Advisers LLC ($3.87M), and Morgan Stanley ($3.11M).

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

Institutional investors have bought a total of 114,328,257 shares in the last 24 months. This purchase volume represents approximately $6.60B in transactions.

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

Of the 294 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. ($33.71M), CWM LLC ($7.76M), CFS Investment Advisory Services LLC ($6.54M), BlackRock Inc. ($5.30M), Jane Street Group LLC ($4.02M), Wells Fargo & Company MN ($3.96M), and Advisor Group Holdings Inc. ($3.34M).

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

Institutional investors have sold a total of 106,522,730 shares in the last 24 months. This volume of shares sold represents approximately $5.47B in transactions.


This page (NASDAQ:FALN) was last updated on 6/8/2023 by MarketBeat.com Staff

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