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iShares Fallen Angels USD Bond ETF (FALN) Institutional Ownership

iShares Fallen Angels USD Bond ETF logo
$27.02 0.00 (0.00%)
As of 05/22/2026 04:00 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
202
Total
Institutional Inflows
(last 12 months)
$561.73M
Number of
Institutional Sellers
(last 12 months)
118
Total
Institutional Outflows
(last 12 months)
$566.01M
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FALN Institutional Buying and Selling by Quarter

iShares Fallen Angels USD Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2026Wellington Grp LLC979$26K0.0%N/A0.001%
5/20/2026 Arete Wealth Advisors LLC11,766$314K0.0%+4.4%0.018%
5/19/2026 Bank of America Corp DE7,519,795$200.93M0.0%+3.5%11.190%
5/19/2026 Ashton Thomas Securities LLC72,599$1.94M0.2%N/A0.108%
5/19/2026 Arkadios Wealth Advisors12,705$339K0.0%N/A0.019%
5/19/2026 Arete Wealth Advisors LLC11,766$314K0.0%+4.4%0.018%
5/18/2026 Royal Bank of Canada77,862$2.08M0.0%-46.0%0.116%
5/16/2026 Ashford Capital Management Inc.294,018$7.86M1.0%+23.0%0.438%
5/15/2026 Gateway Wealth Partners LLC21,205$567K0.0%N/A0.032%
5/14/2026 RMG Wealth Management LLC1,157$31K0.0%N/A0.002%
5/13/2026 Cetera 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%
5/12/2026 Insight Advisors LLC PA46,210$1.24M0.2%+2.2%0.069%
5/8/2026 PNC Financial Services Group Inc.76,294$2.04M0.0%+6.2%0.114%
5/8/2026 ESL 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%
5/7/2026 AlphaCentric Advisors LLC11,668$312K0.3%+13.9%0.017%
5/6/2026 Cornerstone Planning Group LLC104,094$2.81M0.4%-2.7%0.155%
5/6/2026 Assetmark Inc.167,214$4.47M0.0%+15.7%0.249%
5/6/2026 Independent Financial Group LLC16,068$429K0.0%N/A0.024%
5/5/2026 Wealthfront Advisers LLC56,007$1.50M0.0%+51.0%0.083%
5/5/2026 Geneos Wealth Management Inc.37,078$991K0.0%+6.0%0.055%
5/5/2026 Sanctuary Advisors LLC25,416$679K0.0%+48.4%0.038%
5/5/2026 Sigma Planning Corp9,486$253K0.0%-6.2%0.014%
5/4/2026 Y.D. More Investments Ltd2,000$53K0.0%N/A0.003%
5/2/2026 Diversify Wealth Management LLC129,431$3.50M0.1%-6.2%0.193%
5/1/2026 Kaizen Financial Strategies17,246$469K0.2%+6.6%0.026%
5/1/2026 Fifth Third Bancorp61,490$1.64M0.0%+4,899.2%0.092%
5/1/2026 Sovran Advisors LLC16,767$455K0.0%-73.9%0.025%
5/1/2026 Simplicity Wealth LLC24,280$649K0.0%+28.4%0.036%
5/1/2026 Petix & 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%
5/1/2026 Manning & Napier Advisors LLC101,560$2.71M0.0%+2.5%0.151%
4/30/2026 ATX Financial Planning LLC76,998$2.06M1.6%N/A0.115%
4/30/2026 Kestra Advisory Services LLC179,502$4.80M0.0%+9.5%0.267%
4/30/2026 Money Concepts Capital Corp9,069$242K0.0%-8.3%0.013%
4/29/2026 Addison Capital Co94,081$2.51M0.4%+4.8%0.140%
4/28/2026 PUREfi Wealth LLC23,865$638K0.4%+153.0%0.035%
4/28/2026 Ascentis Independent Advisors39,737$1.06M0.1%+122.9%0.058%
4/28/2026 NBT Bank N A NY3,275$88K0.0%+12,029.6%0.005%
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4/28/2026 Forte Asset Management LLC78,000$2.08M0.9%-0.6%0.114%
4/27/2026 PAX Financial Group LLC13,638$364K0.1%-30.5%0.020%
4/27/2026 Private Advisor Group LLC316,837$8.47M0.0%-17.9%0.464%
4/24/2026 Root Financial Partners LLC6,477$173K0.0%+6.1%0.009%
4/24/2026 Impact Partnership Wealth LLC156,997$4.20M0.5%+34.8%0.230%
4/23/2026 Asset Allocation Strategies LLC171,094$4.57M0.8%-4.4%0.252%
4/22/2026 DDFG Inc52,524$1.40M0.3%+5.9%0.077%
4/22/2026 Janney 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%
4/21/2026 Sequent Planning LLC12,325$329K0.1%+4.8%0.018%
4/20/2026 Breakwater Capital Group359,635$9.61M1.3%+5.2%0.529%
4/20/2026 Banque Cantonale Vaudoise8,822$236K0.0%+91.7%0.013%
4/18/2026 CENTRAL TRUST Co11,000$294K0.0%N/A0.016%
4/17/2026 Capital Wealth Management LLC243,797$6.51M1.8%+25.6%0.357%
4/17/2026 Signal Advisors Wealth LLC42,470$1.14M0.1%+1.6%0.062%
4/17/2026 Community Bank & Trust Waco Texas11,064$295K0.1%+8.7%0.016%
4/17/2026 Outlook Wealth Advisors LLC25,446$680K0.2%-59.0%0.037%
4/17/2026 Novare 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%
4/16/2026 Ballast Rock Private Wealth LLC28,149$752K0.4%+4.9%0.041%
3/17/2026 Rockefeller Capital Management L.P.14,399$393K0.0%-3.4%0.021%
3/13/2026 World Investment Advisors151,183$4.13M0.1%-43.8%0.223%
3/9/2026 Corient 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%
2/26/2026 Aristides Capital LLC20,548$561K0.1%+4.5%0.030%
2/20/2026 Sunbelt Securities Inc.3,146$86K0.0%-25.5%0.005%
2/19/2026 Mcguire Capital Advisors Inc.3,724$102K0.1%N/A0.005%
2/19/2026 Invesco Ltd.1,411,465$38.53M0.0%+33.4%2.082%
2/19/2026 Corient Private Wealth LLC11,268$308K0.0%+17.2%0.017%
2/18/2026 Mercer Global Advisors Inc. ADV38,695$1.06M0.0%-3.4%0.057%
2/18/2026 First Citizens Bank & Trust Co.91,853$2.51M0.0%+5.5%0.135%
2/18/2026 State of Tennessee Department of Treasury2,328,300$64.19M0.2%-8.6%3.434%
2/18/2026 EP Wealth Advisors LLC7,574$207K0.0%N/A0.011%
2/18/2026 NewEdge Advisors LLC47,031$1.28M0.0%+28.3%0.069%
2/18/2026 OLD Mission Capital LLC53,672$1.47M0.0%N/A0.079%
2/18/2026 IHT Wealth Management LLC18,860$515K0.0%-3.5%0.028%
2/18/2026 Integrity 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%
2/17/2026 Integrated Advisors Network LLC8,843$241K0.0%+16.8%0.013%
2/17/2026 Cetera Investment Advisers532,933$14.55M0.0%+122.6%0.786%
2/17/2026 Equitable Holdings Inc.23,679$646K0.0%-8.2%0.035%
2/17/2026 Osaic Holdings Inc.330,776$9.03M0.0%+17.1%0.488%
2/17/2026 Advisory Services Network LLC12,220$334K0.0%+32.6%0.018%
2/17/2026 Tower Research Capital LLC TRC 57,510$1.57M0.0%N/A0.085%
2/17/2026 Private Advisor Group LLC385,767$10.53M0.0%+57.1%0.569%
2/17/2026 &PARTNERS62,432$1.70M0.0%+494.7%0.092%
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2/17/2026 Royal Bank of Canada144,263$3.94M0.0%-1.2%0.213%
2/17/2026 Ashford Capital Management Inc.239,038$6.53M0.7%+72.2%0.353%
2/17/2026 Blair William & Co. IL39,123$1.07M0.0%+9.3%0.058%
2/17/2026 Hyundai Investments Co. Ltd.15,364$420K0.4%N/A0.023%
2/17/2026 Beacon Financial Advisory LLC18,076$493K0.1%+13.9%0.027%
2/16/2026 Zinnia Wealth Advisory LLC11,817$323K0.3%N/A0.017%
2/16/2026 MML Investors Services LLC122,396$3.34M0.0%+11.2%0.181%
2/16/2026 Mariner LLC26,750$730K0.0%-17.7%0.039%
2/16/2026 Arax Advisory Partners3,148$86K0.0%N/A0.005%
2/13/2026 Kestra Advisory Services LLC163,959$4.48M0.0%+21.4%0.242%


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 296 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 20,512,279 shares in the last 24 months. This purchase volume represents approximately $561.73M in transactions.

Of the 118 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 20,789,203 shares in the last 24 months. This volume of shares sold represents approximately $566.01M in transactions.



This page (NASDAQ:FALN) was last updated on 5/25/2026 by MarketBeat.com Staff.
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