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iShares Fallen Angels USD Bond ETF (FALN) Institutional Ownership

iShares Fallen Angels USD Bond ETF logo
$26.87 +0.01 (+0.04%)
As of 07/24/2026 04:00 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
200
Total
Institutional Inflows
(last 12 months)
$562.04M
Number of
Institutional Sellers
(last 12 months)
116
Total
Institutional Outflows
(last 12 months)
$354.28M
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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%
6/3/2026NewEdge 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%
5/13/2026 First 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%
5/7/2026 Scarborough 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%
5/6/2026 Independent 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%
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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%
5/1/2026 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%
4/30/2026Kestra 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%
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%
4/28/2026 Forte 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%
4/22/2026 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%
4/20/2026Banque Cantonale Vaudoise8,822$236K0.0%+91.7%0.013%
4/18/2026CENTRAL TRUST Co11,000$294K0.0%N/A0.016%
4/17/2026 Capital Wealth Management LLC243,797$6.51M1.8%+25.6%0.357%
4/17/2026Signal 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%
4/17/2026 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%
4/16/2026Ballast 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%
2/27/2026 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%
2/19/2026Corient 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%
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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%
2/18/2026EP 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%
2/17/2026 Scarborough 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%


FALN Institutional Ownership - Frequently Asked Questions

During the previous two years, 338 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 294 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 20,522,346 shares in the last 24 months. This purchase volume represents approximately $562.04M in transactions.

Of the 115 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), Envestnet Asset Management Inc. ($2.26M), Ameriprise Financial Inc. ($1.49M), Morgan Stanley ($1.20M), Angeles Investment Advisors LLC ($928.40K), Jane Street Group LLC ($450.72K), and UBS Group AG ($329.11K).

Institutional investors have sold a total of 12,976,643 shares in the last 24 months. This volume of shares sold represents approximately $354.28M in transactions.


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This page (NASDAQ:FALN) was last updated on 7/25/2026 by MarketBeat.com Staff.
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