iShares Fallen Angels USD Bond ETF (FALN) Institutional Ownership

$26.63

+0.08 (+0.30%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Headlines Holdings Options Chain Ownership Short Interest Trends

Number of Institutional Buyers (last 12 months): 165
Total Institutional Inflows (last 12 months): $447.28M

Number of Institutional Sellers (last 12 months): 110
Total Institutional Outflows (last 12 months): $365.68M

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FALN Institutional Buying and Selling by Quarter

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iShares Fallen Angels USD Bond ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Breakwater Capital Group	271,763	$7.12M	1.6%	+26.3%	0.429%
7/26/2024	WealthShield Partners LLC	1,419	$37K	0.0%	-49.6%	0.002%
7/26/2024	Cambridge Investment Research Advisors Inc.	147,139	$3.85M	0.0%	-19.3%	0.232%
7/26/2024	Wealth Advisory Solutions LLC	49,380	$1.29M	0.4%	+1.5%	0.078%
7/26/2024	Bank of New York Mellon Corp	96,252	$2.52M	0.0%	+1.2%	0.152%
7/25/2024	Addison Capital Co	37,523	$983K	0.4%	+84.8%	0.059%
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7/24/2024	JB Capital LLC	31,157	$816K	0.1%	+15.7%	0.049%
7/24/2024	Bay Colony Advisory Group Inc d b a Bay Colony Advisors	25,849	$677K	0.1%	+22.0%	0.041%
7/23/2024	Concourse Financial Group Securities Inc.	22,878	$599K	0.0%	+43.0%	0.036%
7/22/2024	Atria Wealth Solutions Inc.	73,950	$1.94M	0.0%	-9.8%	0.117%
7/22/2024	Harel Insurance Investments & Financial Services Ltd.	50,000	$1.31M	0.0%	+11.1%	0.079%
7/20/2024	First Horizon Advisors Inc.	5,277	$138K	0.0%	+102.0%	0.008%
7/19/2024	Toews Corp ADV	264,500	$6.93M	1.1%	N/A	0.420%
7/19/2024	Williams Financial LLC	9,348	$247K	0.0%	N/A	0.015%
7/19/2024	Raymond James & Associates	57,891	$1.52M	0.0%	+254.1%	0.092%
7/18/2024	Insight Wealth Partners LLC	101,950	$2.67M	0.5%	+0.5%	0.162%
7/18/2024	Brookstone Capital Management	26,487	$707K	0.0%	-1.4%	0.042%
7/18/2024	TriaGen Wealth Management LLC	29,336	$768K	0.3%	+18.4%	0.047%
7/17/2024	Mcdonald Partners LLC	12,000	$314K	0.1%	N/A	0.019%
7/17/2024	SteelPeak Wealth LLC	73,475	$1.92M	0.1%	-1.1%	0.117%
7/17/2024	Capital Wealth Management LLC	150,309	$3.94M	1.8%	+7.7%	0.238%
7/16/2024	ORG Partners LLC	6,322	$165K	0.0%	N/A	0.010%
7/16/2024	Great Valley Advisor Group Inc.	135,167	$3.54M	0.1%	+6.4%	0.214%
7/16/2024	Wealth Enhancement Advisory Services LLC	34,389	$901K	0.0%	+22.0%	0.055%
7/16/2024	Insight Advisors LLC PA	37,052	$970K	0.2%	+21.7%	0.059%
7/16/2024	Intergy Private Wealth LLC	8,497	$223K	0.1%	N/A	0.013%
7/15/2024	Dynamic Advisor Solutions LLC	17,928	$470K	0.0%	+3.9%	0.028%
7/15/2024	Fifth Third Securities Inc.	70,537	$1.85M	0.2%	+43.2%	0.112%
7/15/2024	RFG Advisory LLC	8,011	$210K	0.0%	N/A	0.013%
7/15/2024	Coastline Trust Co	128,072	$3.35M	0.4%	+5.8%	0.206%
7/13/2024	Kraematon Investment Advisors Inc.	137,362	$3.60M	3.7%	+1.8%	0.220%
7/12/2024	Ignite Planners LLC	85,328	$2.25M	0.5%	+14.3%	0.137%
7/11/2024	Manning & Napier Advisors LLC	111,840	$2.93M	0.0%	N/A	0.180%
7/11/2024	U.S. Capital Wealth Advisors LLC	12,986	$340K	0.0%	-8.7%	0.021%
7/10/2024	CWM LLC	246,773	$6.46M	0.0%	+15.5%	0.396%
7/9/2024	Park Avenue Securities LLC	126,921	$3.32M	0.0%	+7.7%	0.204%
7/9/2024	Mather Group LLC.	7,077,331	$190.10M	2.3%	+6.5%	11.360%
7/8/2024	ST Germain D J Co. Inc.	48,070	$1.26M	0.1%	-29.3%	0.077%
7/1/2024	Bank of New Hampshire	19,949	$522K	0.1%	-2.7%	0.032%
6/28/2024	Bright Futures Wealth Management LLC.	24,164	$635K	0.3%	N/A	0.039%
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6/21/2024	Abich Financial Wealth Management LLC	1,610	$43K	0.0%	-22.9%	0.003%
6/4/2024	Tactive Advisors LLC	42,929	$1.15M	0.6%	-91.0%	0.069%
5/24/2024	Cetera Advisors LLC	464,605	$12.48M	0.1%	+18.5%	0.750%
5/24/2024	Cetera Investment Advisers	768,476	$20.64M	0.0%	+182.5%	1.240%
5/24/2024	Invst LLC	16,831	$448K	0.1%	+13.5%	0.027%
5/21/2024	Atria Investments Inc	49,152	$1.32M	0.0%	-4.6%	0.079%
5/20/2024	Continuum Wealth Advisors LLC	259,886	$6.98M	3.9%	+2.1%	0.420%
5/17/2024	First Citizens Asset Management Inc.	19,760	$531K	0.2%	-9.4%	0.032%
5/17/2024	Comerica Bank	33,285	$894K	0.0%	+4.4%	0.054%
5/17/2024	Consultiva Wealth Management CORP.	3,951	$106K	1.0%	N/A	0.006%
5/16/2024	B. Riley Wealth Advisors Inc.	27,316	$677K	0.0%	+20.2%	0.044%
5/16/2024	High Falls Advisors Inc	16,648	$447K	0.1%	-5.1%	0.027%
5/14/2024	Advisors Asset Management Inc.	11,945	$321K	0.0%	-20.4%	0.019%
5/14/2024	CreativeOne Wealth LLC	60,743	$1.63M	0.1%	+159.8%	0.098%
5/13/2024	Balanced Rock Investment Advisors LLC	8,194	$220K	0.2%	N/A	0.013%
5/11/2024	Trustmark National Bank Trust Department	192,543	$5.17M	0.4%	+2.1%	0.311%
5/11/2024	ESL Trust Services LLC	1,032,975	$27.75M	7.3%	+0.2%	1.667%
5/9/2024	Kingsview Wealth Management LLC	19,826	$533K	0.0%	-9.6%	0.032%
5/8/2024	Avantax Advisory Services Inc.	9,484	$255K	0.0%	+6.2%	0.015%
5/8/2024	US Bancorp DE	57,558	$1.55M	0.0%	+57.0%	0.093%
5/8/2024	Addison Capital Co	20,301	$545K	0.3%	N/A	0.033%
5/8/2024	Cornerstone Planning Group LLC	85,890	$2.27M	0.7%	+6.5%	0.139%
5/8/2024	Donoghue Forlines LLC	76,609	$2.06M	0.6%	-19.6%	0.124%
5/7/2024	NTV Asset Management LLC	21,750	$584K	0.1%	-10.7%	0.035%
5/7/2024	Insight Advisors LLC PA	30,443	$818K	0.2%	-1.8%	0.049%
5/6/2024	Envestnet Portfolio Solutions Inc.	258,578	$6.95M	0.0%	-3.3%	0.417%
5/4/2024	Geneos Wealth Management Inc.	25,047	$673K	0.0%	+27.5%	0.041%
5/4/2024	Valley Wealth Managers Inc.	28,945	$777K	0.1%	-6.9%	0.047%
5/3/2024	C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors	12,523	$336K	0.0%	+19.6%	0.020%
5/3/2024	Liberty Wealth Management LLC	15,914	$428K	0.1%	-14.0%	0.026%
5/3/2024	Absolute Capital Management LLC	8,786	$236K	0.2%	+9.1%	0.014%
5/1/2024	Janney Montgomery Scott LLC	40,372	$1.08M	0.0%	-55.1%	0.066%
5/1/2024	Concourse Financial Group Securities Inc.	15,998	$430K	0.0%	+28.0%	0.026%
4/30/2024	Hartline Investment Corp	21,183	$569K	0.1%	N/A	0.034%
4/30/2024	Saxony Capital Management LLC	7,677	$206K	0.2%	-7.8%	0.012%
4/30/2024	Harel Insurance Investments & Financial Services Ltd.	45,000	$1.21M	0.0%	+45.2%	0.073%
4/30/2024	Navis Wealth Advisors LLC	16,439	$442K	0.5%	+14.0%	0.027%
4/29/2024	Commonwealth Equity Services LLC	421,280	$11.32M	0.0%	-8.3%	0.684%
4/29/2024	Sierra Capital LLC	31,185	$838K	0.1%	N/A	0.051%
4/26/2024	Caliber Wealth Management LLC	148,506	$3.99M	2.1%	+129.5%	0.239%
4/25/2024	Allworth Financial LP	1,072,930	$28.82M	0.2%	-0.7%	1.729%
4/25/2024	Capital Investment Advisory Services LLC	3,618	$97K	0.0%	-15.9%	0.006%
4/25/2024	Glassy Mountain Advisors Inc.	104,837	$2.82M	1.1%	+5.4%	0.169%
4/25/2024	Cambridge Investment Research Advisors Inc.	182,299	$4.90M	0.0%	-29.3%	0.294%
4/24/2024	NBT Bank N A NY	7,729	$208K	0.0%	-19.5%	0.012%
4/24/2024	Spire Wealth Management	7,821	$210K	0.0%	-14.8%	0.013%
4/23/2024	TriaGen Wealth Management LLC	24,779	$666K	0.3%	N/A	0.040%
4/23/2024	Wealth Advisory Solutions LLC	48,653	$1.31M	0.3%	N/A	0.078%
4/23/2024	Strategic Blueprint LLC	11,307	$304K	0.0%	+13.4%	0.018%
4/23/2024	Raymond James Financial Services Advisors Inc.	152,099	$4.09M	0.0%	-33.7%	0.245%
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4/22/2024	Strategic Financial Concepts LLC	45,835	$1.23M	0.3%	+22.5%	0.074%
4/22/2024	HF Advisory Group LLC	142,675	$3.83M	2.1%	+6.9%	0.230%
4/19/2024	Capital Wealth Management LLC	139,541	$3.75M	1.8%	-1.2%	0.221%
4/18/2024	Financial Life Advisors	52,259	$1.40M	0.6%	-20.5%	0.083%
4/18/2024	Breakwater Capital Group	215,169	$5.78M	1.5%	+25.3%	0.342%
4/17/2024	Symphony Financial Ltd. Co.	22,521	$605K	0.1%	+4.8%	0.036%
4/16/2024	Dohj LLC	107,411	$2.89M	0.8%	+19.9%	0.167%
4/16/2024	Wealth Enhancement Advisory Services LLC	28,188	$757K	0.0%	-3.1%	0.044%
4/16/2024	Procyon Advisors LLC	450,899	$12.11M	0.9%	N/A	0.699%
4/15/2024	Brookstone Capital Management	26,866	$722K	0.0%	-3.5%	0.042%

(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, 379 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), Mather Group LLC. ($190.10M), Wells Fargo & Company MN ($98.13M), Envestnet Asset Management Inc. ($62.97M), Sound Financial Strategies Group LLC ($61.59M), Jane Street Group LLC ($60.49M), and SCS Capital Management LLC ($60.04M).Learn more on FALN's institutional investors.
Which institutional investors have been buying iShares Fallen Angels USD Bond ETF stock?: Of the 265 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: Mather Group LLC. ($3.51M), CFS Investment Advisory Services LLC ($3.18M), Sound Financial Strategies Group LLC ($2.43M), Envestnet Asset Management Inc. ($2.03M), Wilbanks Smith & Thomas Asset Management LLC ($1.66M), Nomura Asset Management Co. Ltd. ($1.63M), and Angeles Investment Advisors LLC ($1.07M).
How much institutional buying is happening at iShares Fallen Angels USD Bond ETF?: Institutional investors have bought a total of 32,968,016 shares in the last 24 months. This purchase volume represents approximately $1.19B in transactions.

Which iShares Fallen Angels USD Bond ETF major shareholders have been selling company stock?: Of the 266 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. ($27.37M), CFS Investment Advisory Services LLC ($6.48M), CWM LLC ($5.62M), LPL Financial LLC ($3.72M), Advisor Group Holdings Inc. ($1.74M), Park Avenue Securities LLC ($1.65M), and Janney Montgomery Scott LLC ($1.57M).
How much institutional selling is happening at iShares Fallen Angels USD Bond ETF?: Institutional investors have sold a total of 71,870,477 shares in the last 24 months. This volume of shares sold represents approximately $3.17B in transactions.