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iShares Fallen Angels USD Bond ETF (FALN) Institutional Ownership

iShares Fallen Angels USD Bond ETF logo
$27.02 -0.12 (-0.44%)
Closing price 07/1/2025 04:00 PM Eastern
Extended Trading
$27.00 -0.02 (-0.07%)
As of 08:03 AM 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)
192
Total
Institutional Inflows
(last 12 months)
$441.60M
Number of
Institutional Sellers
(last 12 months)
110
Total
Institutional Outflows
(last 12 months)
$88.18M
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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
6/4/2025First Hawaiian Bank70,591$1.89M0.1%N/A0.107%
5/28/2025Anderson Financial Strategies LLC2,052$55K0.0%N/A0.003%
5/28/2025Addison Capital Co54,261$1.45M0.6%+7.7%0.082%
5/21/2025Geneos Wealth Management Inc.42,732$1.15M0.0%+9.4%0.065%
5/20/2025Integrity Alliance LLC.8,768$235K0.0%N/A0.013%
5/19/2025Jane Street Group LLC571,329$15.31M0.0%N/A0.862%
5/16/2025Wilson & Boucher Capital Management LLC30,900$828K0.6%-7.5%0.047%
5/16/2025Coppell Advisory Solutions LLC2,175$58K0.0%-16.2%0.003%
5/16/2025Arete Wealth Advisors LLC9,947$266K0.0%-11.7%0.015%
5/16/2025NewEdge Advisors LLC14,703$394K0.0%+13.3%0.022%
5/16/2025Integrated Wealth Concepts LLC59,150$1.59M0.0%+162.7%0.089%
5/15/2025Royal Bank of Canada301,573$8.08M0.0%+32.3%0.455%
5/15/2025Insight Wealth Partners LLC128,461$3.44M0.6%+4.3%0.194%
5/15/2025Baird Financial Group Inc.54,666$1.47M0.0%-4.5%0.083%
5/15/2025OLD Mission Capital LLC60,203$1.61M0.0%N/A0.091%
5/15/2025D L Carlson Investment Group Inc.82,938$2.22M0.4%-3.3%0.125%
5/14/2025Orion Capital Management LLC1,933$52K0.0%-30.2%0.003%
5/14/2025Jane Street Group LLC571,329$15.31M0.0%N/A0.862%
5/14/2025Comerica Bank50,448$1.35M0.0%+8.2%0.076%
5/14/2025Freedom Investment Management Inc.26,085$699K0.1%-13.1%0.039%
5/14/2025Northwestern Mutual Wealth Management Co.35,389$948K0.0%+26.5%0.053%
5/14/2025Kestra Advisory Services LLC71,972$1.93M0.0%+61.5%0.109%
5/14/2025Compound Planning Inc.10,318$276K0.0%+4.9%0.016%
5/14/2025Ameriprise Financial Inc.2,068,827$55.45M0.0%+29.9%3.123%
5/14/2025Petix & Botte Co142,340$3.81M1.0%+40.8%0.215%
5/13/2025TriaGen Wealth Management LLC34,728$930K0.3%+13.8%0.052%
5/13/2025Raymond James Financial Inc.370,217$9.92M0.0%+126.9%0.559%
5/13/2025DDFG Inc49,630$1.33M0.4%+25.2%0.075%
5/13/2025Seaview Investment Managers LLC24,312$651K0.2%N/A0.037%
5/13/2025HighTower Advisors LLC10,664$286K0.0%+32.3%0.016%
5/12/2025Aveo Capital Partners LLC28,807$755K0.1%+59.6%0.043%
5/12/2025Invesco Ltd.148,405$3.98M0.0%-12.6%0.224%
5/12/2025ESL Trust Services LLC1,128,608$30.24M6.8%+1.2%1.704%
5/12/2025National Bank of Canada FI17,407$466K0.0%N/A0.026%
5/9/2025Twin City Private Wealth LLC8,599$230K0.2%+12.4%0.013%
5/9/2025Atria Wealth Solutions Inc.128,954$3.46M0.0%+367.1%0.195%
5/9/2025Strategic Investment Solutions Inc. IL1,904$51K0.0%+26.8%0.003%
5/9/2025Cumberland Partners Ltd60,800$1.63M0.1%+34.5%0.092%
5/8/2025IFG Advisory LLC72,574$1.94M0.1%+3.2%0.110%
5/8/2025Baker Avenue Asset Management LP216,519$5.80M0.2%+93.3%0.327%
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5/8/2025US Financial Advisors LLC81,428$2.18M0.6%+2.1%0.123%
5/8/2025Harbour Investments Inc.3,672$98K0.0%-57.0%0.006%
5/8/2025Independence Financial Advisors LLC446,140$11.95M4.5%N/A0.673%
5/8/2025FOCUS Wealth Advisors LLC73,107$1.96M1.1%+8.0%0.110%
5/8/2025Banque Cantonale Vaudoise5,024$135K0.0%N/A0.008%
5/7/2025LPL Financial LLC2,064,761$55.32M0.0%+4.1%3.117%
5/7/2025Valley Wealth Managers Inc.26,816$718K0.1%-15.7%0.040%
5/6/2025Assetmark Inc.17,612$472K0.0%-6.4%0.027%
5/6/2025Cetera Investment Advisers532,642$14.27M0.0%+9.8%0.804%
5/6/2025AE Wealth Management LLC34,314$919K0.0%-6.7%0.052%
5/6/2025Mount Lucas Management LP67,339$1.80M0.6%-1.0%0.102%
5/6/2025Efficient Advisors LLC21,720$582K0.0%N/A0.033%
5/6/2025Ignite Planners LLC120,249$3.14M0.6%+10.7%0.182%
5/5/2025Allianz Asset Management GmbH124,200$3.33M0.0%+90.2%0.187%
5/5/2025Impact Partnership Wealth LLC96,188$2.58M0.6%+2.1%0.145%
5/5/2025Private Advisor Group LLC372,180$9.97M0.1%+713.6%0.562%
5/2/2025Kingsview Wealth Management LLC24,243$649K0.0%-8.7%0.036%
5/2/2025Lineweaver Wealth Advisors LLC19,025$510K0.1%-14.9%0.029%
5/2/2025Parcion Private Wealth LLC77,682$2.08M0.2%+9.1%0.116%
5/2/2025PAX Financial Group LLC12,302$330K0.1%+24.8%0.018%
5/2/2025Wealthfront Advisers LLC24,868$666K0.0%-34.1%0.037%
5/2/2025Prepared Retirement Institute LLC237,938$6.37M4.1%-15.1%0.357%
5/2/2025Sigma Planning Corp13,533$363K0.0%-26.8%0.020%
5/1/2025CWM LLC276,552$7.41M0.0%+1.0%0.415%
5/1/2025Fifth Third Securities Inc.72,590$1.95M0.2%+4.9%0.109%
5/1/2025Diversify Wealth Management LLC121,249$3.21M0.2%-29.1%0.182%
4/30/2025Cerity Partners LLC106,906$2.86M0.0%-3.7%0.160%
4/30/2025Allworth Financial LP1,249,377$32.85M0.2%+3.6%1.873%
4/30/2025Wealth Advisory Solutions LLC50,629$1.36M0.4%-7.6%0.076%
4/30/2025Cornerstone Planning Group LLC94,092$2.45M0.6%+1.7%0.141%
4/30/2025Principal Securities Inc.49,683$1.33M0.0%+19.7%0.074%
4/29/2025Envestnet Asset Management Inc.2,507,567$67.18M0.0%+16.2%3.759%
4/29/2025Novare Capital Management LLC70,774$1.90M0.2%+10.0%0.106%
4/29/2025Concurrent Investment Advisors LLC23,993$643K0.0%+106.7%0.036%
4/29/2025Bank of New York Mellon Corp186,796$5.00M0.0%+30.9%0.280%
4/29/2025World Investment Advisors98,538$2.64M0.1%-34.5%0.148%
4/29/2025Olde Wealth Management LLC2,015$53K0.0%N/A0.003%
4/29/2025OneDigital Investment Advisors LLC899,744$24.10M0.3%+16.3%1.349%
4/28/2025D.A. Davidson & CO.39,261$1.05M0.0%+4.3%0.059%
4/28/2025Mutual Advisors LLC8,368$221K0.0%-57.0%0.013%
4/28/2025First Horizon Advisors Inc.9,440$253K0.0%-21.3%0.014%
4/28/2025Novem Group537,346$14.40M2.0%+9.5%0.806%
4/28/2025Glassy Mountain Advisors Inc.120,139$3.22M1.1%+0.3%0.180%
4/28/2025Coastline Trust Co166,847$4.47M0.6%+6.8%0.250%
4/25/2025Mather Group LLC.10,133,769$271.48M3.1%+5.9%15.002%
4/25/2025Sovran Advisors LLC25,144$654K0.1%+55.0%0.037%
4/24/2025Beacon Financial Advisory LLC13,256$355K0.1%+51.2%0.020%
4/23/2025Western Financial Corp CA26,193$702K0.4%-6.6%0.039%
4/23/2025Perigon Wealth Management LLC69,661$1.87M0.0%+1.8%0.103%
4/23/2025Spire Wealth Management9,123$244K0.0%+70.0%0.014%
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4/23/2025Golden State Equity Partners14,319$384K0.1%+7.9%0.021%
4/23/2025Mascagni Wealth Management Inc.11,724$313K0.3%+26.4%0.017%
4/23/2025Oppenheimer & Co. Inc.33,982$910K0.0%+10.8%0.050%
4/22/2025Yoder Wealth Management Inc.27,546$738K0.4%-1.4%0.041%
4/22/2025Brown Lisle Cummings Inc.1,200$32K0.0%N/A0.002%
4/22/2025Cambridge Investment Research Advisors Inc.438,649$11.75M0.0%+42.1%0.651%
4/22/2025Manning & Napier Advisors LLC91,230$2.44M0.0%-0.5%0.135%
4/22/2025Bright Futures Wealth Management LLC.26,112$674K0.7%+1.7%0.039%
4/22/2025Continuum Wealth Advisors LLC172,707$4.63M2.4%+1.9%0.256%
4/21/2025Martin Worley Group117,920$3.16M1.8%+18.9%0.175%
(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, 341 institutional investors and hedge funds held shares of iShares Fallen Angels USD Bond ETF. The most heavily invested institutionals were Mather Group LLC. ($271.48M), Bank of America Corp DE ($145.12M), Envestnet Asset Management Inc. ($67.18M), Sound Financial Strategies Group LLC ($61.59M), Ameriprise Financial Inc. ($55.45M), LPL Financial LLC ($55.32M), and Nomura Asset Management Co. Ltd. ($37.96M).Learn more on iShares Fallen Angels USD Bond ETF's institutional investors.

Which institutional investors have been buying iShares Fallen Angels USD Bond ETF's stock?

Of the 282 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: Mather Group LLC. ($4.18M), Sound Financial Strategies Group LLC ($2.43M), Envestnet Asset Management Inc. ($2.41M), Wilbanks Smith & Thomas Asset Management LLC ($1.66M), Angeles Investment Advisors LLC ($1.43M), Jane Street Group LLC ($1.14M), and Wright Fund Management LLC ($981.50K).

How much institutional buying is happening at iShares Fallen Angels USD Bond ETF?

Institutional investors have bought a total of 16,464,937 shares in the last 24 months. This purchase volume represents approximately $441.60M in transactions.

Which of iShares Fallen Angels USD Bond ETF's major shareholders have been selling company stock?

Of the 110 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: Jane Street Group LLC ($472.43K), Assetmark Inc. ($276.95K), Commonwealth Equity Services LLC ($239.05K), Angeles Investment Advisors LLC ($198K), Cetera Investment Advisers ($180.37K), Baker Avenue Asset Management LP ($165.74K), and JPMorgan Chase & Co. ($134.24K).

How much institutional selling is happening at iShares Fallen Angels USD Bond ETF?

Institutional investors have sold a total of 3,285,012 shares in the last 24 months. This volume of shares sold represents approximately $88.18M in transactions.


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This page (NASDAQ:FALN) was last updated on 7/2/2025 by MarketBeat.com Staff
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