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iShares Fallen Angels USD Bond ETF (FALN) Institutional Ownership

iShares Fallen Angels USD Bond ETF logo
$25.88 -0.05 (-0.19%)
Closing price 11/6/2026 04:00 PM Eastern
Extended Trading
$25.88 0.00 (0.00%)
As of 11/6/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
189
Total
Institutional Inflows
(last 12 months)
$478.09M
Number of
Institutional Sellers
(last 12 months)
76
Total
Institutional Outflows
(last 12 months)
$175.54M
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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
11/6/2026 Municipal Employees Retirement System of Michigan3,624,997$94.00M1.1%N/A5.410%
11/6/2026 Money Concepts Capital Corp12,970$336K0.0%N/A0.019%
11/6/2026 Allworth Financial LP1,452,934$39.58M0.1%+13.0%2.169%
11/6/2026 CENTRAL TRUST Co8,500$220K0.0%N/A0.013%
11/6/2026 Fifth Third Bancorp53,381$1.38M0.0%-6.0%0.080%
11/5/2026 Cornerstone Wealth Management LLC32,983$855K0.0%N/A0.051%
11/3/2026 AlphaCentric Advisors LLC7,231$188K0.2%-40.7%0.011%
11/3/2026 Parallel Advisors LLC9,711$252K0.0%N/A0.015%
11/3/2026 Guidance Capital Inc.71,017$1.83M0.4%-1.3%0.109%
11/3/2026 Asset Dedication LLC1,292$34K0.0%N/A0.002%
11/2/2026 Kraematon Investment Advisors Inc.127,980$3.32M2.4%+0.7%0.203%
11/2/2026 Kestra Advisory Services LLC107,270$2.78M0.0%N/A0.170%
11/2/2026 Commonwealth Equity Services LLC442,220$11.47M0.0%N/A0.701%
10/30/2026 Bauman Advisory Group LLC16,564$430K0.2%N/A0.026%
10/29/2026 Global Assets Advisory LLC8,499$219K0.0%+7.9%0.014%
10/28/2026 Outlook Wealth Advisors LLC27,216$706K0.2%N/A0.044%
10/28/2026 Parcion Private Wealth LLC97,812$2.54M0.1%N/A0.156%
10/28/2026 D.A. Davidson & CO.42,192$1.09M0.0%N/A0.067%
10/27/2026 Capital Wealth Management LLC261,763$6.79M1.6%N/A0.429%
10/27/2026 Ashton Thomas Securities LLC83,736$2.17M0.2%N/A0.137%
10/26/2026 Oppenheimer & Co. Inc.32,504$843K0.0%N/A0.053%
10/26/2026 Ballast Rock Private Wealth LLC29,244$758K0.4%+3.0%0.048%
10/26/2026 Park Avenue Securities LLC57,551$1.49M0.0%N/A0.094%
10/26/2026 Insight Wealth Partners LLC166,181$4.31M0.6%+5.8%0.272%
10/24/2026 Apollon Wealth Management LLC8,366$217K0.0%N/A0.014%
10/24/2026 Live Oak Investment Partners9,504$246K0.1%N/A0.016%
10/24/2026 Nadler Financial Group Inc.10,187$264K0.0%N/A0.017%
10/24/2026 Sigma Planning Corp9,090$236K0.0%N/A0.015%
10/24/2026 Bright Futures Wealth Management LLC.27,001$700K0.5%N/A0.045%
10/23/2026 Simplicity Wealth LLC143,316$3.72M0.1%+211.7%0.236%
10/23/2026 Altura Wealth Advisors Inc.45,763$1.19M0.4%+181.1%0.075%
10/22/2026 Insight Advisors LLC PA50,217$1.30M0.2%N/A0.083%
10/22/2026 Brookstone Capital Management20,967$544K0.0%N/A0.035%
10/22/2026 Root Financial Partners LLC1,231$32K0.0%N/A0.002%
10/21/2026 Fifth Third Securities Inc.62,804$1.63M0.1%N/A0.104%
10/21/2026 Diversify Advisory Services LLC143,246$3.70M0.1%+2.1%0.236%
10/20/2026 Prime Capital Investment Advisors LLC30,058$779K0.0%N/A0.050%
10/20/2026 Commonwealth Financial Services LLC164,262$4.26M0.8%N/A0.271%
10/19/2026 Novem Group726,067$18.83M1.9%+5.7%1.197%
10/19/2026 Herold Advisors Inc.24,294$630K0.1%N/A0.040%
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10/19/2026 LexAurum Advisors LLC33,111$859K0.1%N/A0.055%
10/19/2026 Client 1ST Advisory Group LLC11,156$289K0.1%N/A0.018%
10/17/2026 Absolute Capital Management LLC24,076$624K0.1%-5.2%0.040%
10/17/2026 Intergy Private Wealth LLC11,738$304K0.1%+11.0%0.019%
10/16/2026 Vontobel Holding Ltd.10,000$259K0.0%N/A0.016%
10/16/2026 Patriot Investment Management Group Inc.8,539$221K0.0%N/A0.014%
10/16/2026 Columbia Advisory Partners LLC8,622$224K0.1%N/A0.014%
10/15/2026 Mather Group LLC.58,228$1.51M0.0%N/A0.095%
10/14/2026 FOCUS Wealth Advisors LLC75,889$1.97M1.0%N/A0.124%
10/14/2026 First Citizens Bank & Trust Co.188,614$4.89M0.1%N/A0.307%
10/14/2026 Liberty Atlantic Advisors LLC180,314$4.68M3.0%+16.4%0.294%
10/14/2026 Signal Advisors Wealth LLC8,185$212K0.0%-12.8%0.013%
10/14/2026 B. Riley Wealth Advisors Inc.9,953$258K0.0%N/A0.016%
10/13/2026 Avior Wealth Management LLC37,326$968K0.0%N/A0.061%
10/10/2026 HF Advisory Group LLC322,026$8.35M2.0%+9.5%0.524%
10/10/2026 Sherry Group Inc.80,215$2.08M2.0%+0.8%0.131%
10/10/2026 Valley Wealth Managers Inc.45,738$1.19M0.1%+51.5%0.074%
10/9/2026 Kaizen Financial Strategies37,517$973K0.4%+59.9%0.061%
10/9/2026 Breakwater Capital Group379,907$9.85M1.2%-1.5%0.619%
10/8/2026 Independence Financial Advisors LLC278,978$7.23M1.8%+8.6%0.463%
10/8/2026 Farther Finance Advisors LLC42,615$1.11M0.0%-7.7%0.071%
10/8/2026 CoreCap Advisors LLC2,784$72K0.0%N/A0.005%
10/5/2026 Box Hill Private Wealth LLC12,118$314K0.2%+4.2%0.020%
10/1/2026 Coastline Trust Co68,060$1.77M0.2%N/A0.112%
9/23/2026Envestnet Portfolio Solutions Inc.132,057$3.60M0.0%+9.6%0.218%
9/23/2026Envestnet Asset Management Inc.398,716$10.86M0.0%+5.4%0.657%
9/18/2026Security National Bank of Sioux City Iowa IA2,522$69K0.0%N/A0.004%
9/9/2026Sequoia Financial Advisors LLC22,840$622K0.0%-73.1%0.038%
9/9/2026WINTON GROUP Ltd20,101$548K0.0%N/A0.034%
9/9/2026 Insight Wealth Partners LLC156,998$4.28M0.6%-14.7%0.262%
9/9/2026NorthRock Partners LLC26,508$722K0.0%-14.8%0.044%
9/9/2026Integrated Wealth Concepts LLC38,297$1.04M0.0%-19.1%0.064%
9/9/2026NewEdge Advisors LLC73,149$1.99M0.0%+38.4%0.122%
9/9/2026 IFP Advisors Inc2,592$71K0.0%-43.6%0.004%
9/8/2026 Allworth Financial LP1,285,303$35.01M0.1%-7.5%2.142%
9/2/2026Citadel Advisors LLC8,269$225K0.0%N/A0.014%
8/23/2026Hyundai Investments Co. Ltd.24,116$657K0.7%+91.7%0.040%
8/23/2026 Kraematon Investment Advisors Inc.127,153$3.46M2.6%-0.5%0.212%
8/23/2026 Asset Allocation Strategies LLC168,821$4.60M0.7%-1.3%0.281%
8/22/2026 Box Hill Private Wealth LLC11,635$317K0.3%-7.9%0.019%
8/22/2026 Concurrent Investment Advisors LLC49,733$1.36M0.0%-55.5%0.083%
7/10/2026 Annex Advisory Services LLC27,476$748K0.0%-99.1%0.045%
7/10/2026Bay 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%0.490%
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%
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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%
6/3/2026NewEdge Advisors LLC52,838$1.41M0.0%+12.3%0.079%
5/22/2026 Wellington Grp LLC979$26K0.0%N/A0.001%
5/20/2026Arete 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%


FALN Institutional Ownership - Frequently Asked Questions

During the previous two years, 333 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 ($94.00M), Morgan Stanley ($93.93M), LPL Financial LLC ($66.31M), State of Tennessee Department of Treasury ($64.19M), Allworth Financial LP ($39.58M), and Invesco Ltd. ($38.53M).Learn more on iShares Fallen Angels USD Bond ETF's institutional investors.

Of the 293 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 ($7.28M), JPMorgan Chase & Co. ($2.57M), Jane Street Group LLC ($1.66M), Invesco Ltd. ($1.45M), Mather Group LLC. ($1.20M), State of Tennessee Department of Treasury ($1.17M), and Bank of America Corp DE ($1.14M).

Institutional investors have bought a total of 17,784,696 shares in the last 24 months. This purchase volume represents approximately $478.09M in transactions.

Of the 76 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), Morgan Stanley ($1.20M), UBS Group AG ($329.11K), OneDigital Investment Advisors LLC ($282.37K), World Investment Advisors ($235.82K), State of Tennessee Department of Treasury ($218.20K), and Sequoia Financial Advisors LLC ($128.55K).

Institutional investors have sold a total of 6,430,158 shares in the last 24 months. This volume of shares sold represents approximately $175.54M 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 11/6/2026. New 13F filings are added each quarter as they're published.
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