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iShares Fallen Angels USD Bond ETF (FALN) Institutional Ownership

iShares Fallen Angels USD Bond ETF logo
$27.17 0.00 (0.00%)
As of 07/2/2026 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)
201
Total
Institutional Inflows
(last 12 months)
$560.63M
Number of
Institutional Sellers
(last 12 months)
119
Total
Institutional Outflows
(last 12 months)
$566.04M
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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
7/2/2026 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%
5/22/2026Wellington 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%
5/19/2026Ashton Thomas Securities LLC72,599$1.94M0.2%N/A0.108%
5/19/2026Arkadios Wealth Advisors12,705$339K0.0%N/A0.019%
5/19/2026Arete 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%
5/15/2026Gateway Wealth Partners LLC21,205$567K0.0%N/A0.032%
5/14/2026RMG Wealth Management LLC1,157$31K0.0%N/A0.002%
5/13/2026Cetera Investment Advisers525,443$14.04M0.0%-1.4%0.782%
5/13/2026First Citizens Bank & Trust Co.192,570$5.15M0.1%+109.7%0.287%
5/12/2026Insight Advisors LLC PA46,210$1.24M0.2%+2.2%0.069%
5/8/2026PNC 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%
5/7/2026Scarborough Advisors LLC273,741$7.31M0.8%+2.1%0.407%
5/7/2026AlphaCentric Advisors LLC11,668$312K0.3%+13.9%0.017%
5/6/2026Cornerstone Planning Group LLC104,094$2.81M0.4%-2.7%0.155%
5/6/2026Assetmark Inc.167,214$4.47M0.0%+15.7%0.249%
5/6/2026Independent Financial Group LLC16,068$429K0.0%N/A0.024%
5/5/2026Wealthfront Advisers LLC56,007$1.50M0.0%+51.0%0.083%
5/5/2026Geneos Wealth Management Inc.37,078$991K0.0%+6.0%0.055%
5/5/2026Sanctuary Advisors LLC25,416$679K0.0%+48.4%0.038%
5/5/2026Sigma Planning Corp9,486$253K0.0%-6.2%0.014%
5/4/2026Y.D. More Investments Ltd2,000$53K0.0%N/A0.003%
5/2/2026Diversify Wealth Management LLC129,431$3.50M0.1%-6.2%0.193%
5/1/2026Kaizen Financial Strategies17,246$469K0.2%+6.6%0.026%
5/1/2026Fifth Third Bancorp61,490$1.64M0.0%+4,899.2%0.092%
5/1/2026Sovran Advisors LLC16,767$455K0.0%-73.9%0.025%
5/1/2026Simplicity Wealth LLC24,280$649K0.0%+28.4%0.036%
5/1/2026Petix & Botte Co246,470$6.59M1.5%+11.2%0.367%
5/1/2026Sequoia 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%
4/30/2026Kestra Advisory Services LLC179,502$4.80M0.0%+9.5%0.267%
4/30/2026Money Concepts Capital Corp9,069$242K0.0%-8.3%0.013%
4/29/2026Addison Capital Co94,081$2.51M0.4%+4.8%0.140%
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4/28/2026PUREfi Wealth LLC23,865$638K0.4%+153.0%0.035%
4/28/2026Ascentis Independent Advisors39,737$1.06M0.1%+122.9%0.058%
4/28/2026NBT Bank N A NY3,275$88K0.0%+12,029.6%0.005%
4/28/2026Forte Asset Management LLC78,000$2.08M0.9%-0.6%0.114%
4/27/2026PAX Financial Group LLC13,638$364K0.1%-30.5%0.020%
4/27/2026Private Advisor Group LLC316,837$8.47M0.0%-17.9%0.464%
4/24/2026Root Financial Partners LLC6,477$173K0.0%+6.1%0.009%
4/24/2026Impact 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%
4/22/2026DDFG Inc52,524$1.40M0.3%+5.9%0.077%
4/22/2026Janney Montgomery Scott LLC54,689$1.46M0.0%+4.2%0.080%
4/22/2026Yoder Wealth Management Inc.27,346$731K0.3%-4.5%0.040%
4/22/2026Meridian Financial Advisors LLC24,261$648K0.4%+24.9%0.036%
4/21/2026HF Advisory Group LLC268,800$7.18M2.4%+9.5%0.396%
4/21/2026Sequent Planning LLC12,325$329K0.1%+4.8%0.018%
4/20/2026Breakwater Capital Group359,635$9.61M1.3%+5.2%0.529%
4/20/2026Banque Cantonale Vaudoise8,822$236K0.0%+91.7%0.013%
4/18/2026CENTRAL TRUST Co11,000$294K0.0%N/A0.016%
4/17/2026Capital Wealth Management LLC243,797$6.51M1.8%+25.6%0.357%
4/17/2026Signal Advisors Wealth LLC42,470$1.14M0.1%+1.6%0.062%
4/17/2026Community Bank & Trust Waco Texas11,064$295K0.1%+8.7%0.016%
4/17/2026Outlook Wealth Advisors LLC25,446$680K0.2%-59.0%0.037%
4/17/2026Novare Capital Management LLC94,114$2.52M0.2%+15.4%0.138%
4/17/2026First Citizens Asset Management Inc.22,790$609K0.2%+4.8%0.033%
4/17/2026Intergy Private Wealth LLC9,685$259K0.1%+5.1%0.014%
4/17/2026Brookstone Capital Management25,780$689K0.0%-8.1%0.038%
4/16/2026Ballast 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%
3/9/2026Corient Private Wealth LLC11,268$308K0.0%+17.2%0.017%
2/27/2026Strategic 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%
2/19/2026Corient Private Wealth LLC11,268$308K0.0%+17.2%0.017%
2/18/2026Mercer Global Advisors Inc. ADV38,695$1.06M0.0%-3.4%0.057%
2/18/2026First 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%
2/18/2026EP Wealth Advisors LLC7,574$207K0.0%N/A0.011%
2/18/2026NewEdge 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%
2/17/2026Scarborough Advisors LLC268,022$7.32M1.2%+3.6%0.395%
2/17/2026Integrated Advisors Network LLC8,843$241K0.0%+16.8%0.013%
2/17/2026Cetera Investment Advisers532,933$14.55M0.0%+122.6%0.786%
2/17/2026Equitable Holdings Inc.23,679$646K0.0%-8.2%0.035%
2/17/2026Osaic Holdings Inc.330,776$9.03M0.0%+17.1%0.488%
2/17/2026Advisory Services Network LLC12,220$334K0.0%+32.6%0.018%
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2/17/2026Tower Research Capital LLC TRC 57,510$1.57M0.0%N/A0.085%
2/17/2026Private Advisor Group LLC385,767$10.53M0.0%+57.1%0.569%
2/17/2026&PARTNERS62,432$1.70M0.0%+494.7%0.092%
2/17/2026Royal Bank of Canada144,263$3.94M0.0%-1.2%0.213%
2/17/2026Ashford Capital Management Inc.239,038$6.53M0.7%+72.2%0.353%
2/17/2026Blair William & Co. IL39,123$1.07M0.0%+9.3%0.058%
2/17/2026Hyundai Investments Co. Ltd.15,364$420K0.4%N/A0.023%
2/17/2026Beacon Financial Advisory LLC18,076$493K0.1%+13.9%0.027%
2/16/2026Zinnia Wealth Advisory LLC11,817$323K0.3%N/A0.017%
2/16/2026MML Investors Services LLC122,396$3.34M0.0%+11.2%0.181%


FALN Institutional Ownership - Frequently Asked Questions

During the previous two years, 339 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 297 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. ($3.49M), 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 20,471,337 shares in the last 24 months. This purchase volume represents approximately $560.63M in transactions.

Of the 119 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: Mather Group LLC. ($10.06M), Envestnet Asset Management Inc. ($2.26M), Ameriprise Financial Inc. ($1.49M), Morgan Stanley ($1.20M), Angeles Investment Advisors LLC ($928.40K), Procyon Advisors LLC ($572.24K), and Jane Street Group LLC ($450.72K).

Institutional investors have sold a total of 20,790,202 shares in the last 24 months. This volume of shares sold represents approximately $566.04M in transactions.


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This page (NASDAQ:FALN) was last updated on 7/5/2026 by MarketBeat.com Staff.
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