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iShares Fallen Angels USD Bond ETF (FALN) Institutional Ownership

iShares Fallen Angels USD Bond ETF logo
$26.78 -0.04 (-0.15%)
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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)
170
Total
Institutional Inflows
(last 12 months)
$338.77M
Number of
Institutional Sellers
(last 12 months)
109
Total
Institutional Outflows
(last 12 months)
$107.45M
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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 DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/24/2025Mascagni Wealth Management Inc.11,724$313K0.3%N/A0.016%
3/17/2025 Wealth Enhancement Advisory Services LLC41,475$1.11M0.0%+16.8%0.057%
2/28/2025 Brooklyn FI LLC117,870$3.19M0.5%N/A0.161%
2/26/2025 Virtue Capital Management LLC74,942$2.00M0.4%+6.7%0.102%
2/25/2025 B. Riley Wealth Advisors Inc.12,056$322K0.0%-48.5%0.016%
2/24/2025 Liberty Square Wealth Partners LLC11,373$307K0.1%N/A0.016%
2/24/2025 Great Valley Advisor Group Inc.166,531$4.45M0.1%+1.2%0.227%
2/19/2025 Wilson & Boucher Capital Management LLC33,400$892K0.6%+3.1%0.046%
2/18/2025 Sunbelt Securities Inc.22,568$603K0.1%-14.3%0.031%
2/18/2025 Orion Capital Management LLC2,770$74K0.0%N/A0.004%
2/18/2025 Novem Group490,710$13.11M1.9%N/A0.669%
2/17/2025 WBI Investments LLC71,527$1.91M0.5%-42.9%0.098%
2/17/2025 Snowden Capital Advisors LLC14,574$389K0.0%-4.6%0.020%
2/17/2025 Cetera Investment Advisers485,264$12.96M0.0%-26.2%0.662%
2/17/2025 Baird Financial Group Inc.57,239$1.53M0.0%+2.3%0.078%
2/17/2025 Baker Avenue Asset Management LP112,003$2.99M0.1%-48.6%0.153%
2/17/2025 Bank of America Corp DE5,433,200$145.12M0.0%+0.1%7.412%
2/17/2025 Ameriprise Financial Inc.1,592,730$42.54M0.0%+30.5%2.173%
2/14/2025 Mercer Global Advisors Inc. ADV114,008$3.05M0.0%+2.7%0.156%
2/14/2025 Comerica Bank46,608$1.25M0.0%+28.5%0.064%
2/14/2025 Integrated Wealth Concepts LLC22,513$601K0.0%-12.0%0.031%
2/14/2025 Coppell Advisory Solutions LLC2,596$69K0.0%-67.7%0.004%
2/14/2025 Aldebaran Financial Inc.8,951$239K0.3%N/A0.012%
2/14/2025 IHT Wealth Management LLC14,867$397K0.0%-52.2%0.020%
2/14/2025 Stifel Financial Corp38,282$1.02M0.0%-12.3%0.052%
2/14/2025 OneDigital Investment Advisors LLC773,706$20.67M0.2%+28.4%1.056%
2/14/2025 Optivise Advisory Services LLC101,243$2.70M1.5%-33.4%0.138%
2/14/2025 State of Tennessee Department of Treasury583,680$15.59M0.1%N/A0.796%
2/14/2025 MML Investors Services LLC601,719$16.07M0.1%+40.8%0.821%
2/14/2025 First Citizens Asset Management Inc.17,904$478K0.2%-7.4%0.024%
2/14/2025 Freedom Investment Management Inc.30,012$802K0.1%-2.8%0.041%
2/14/2025 Balanced Rock Investment Advisors LLC10,316$276K0.2%+10.4%0.014%
2/14/2025 Concourse Financial Group Securities Inc.21,221$573K0.0%-11.4%0.029%
2/13/2025 NewEdge Advisors LLC12,975$347K0.0%+35.3%0.018%
2/13/2025 United Capital Financial Advisors LLC227,264$6.07M0.1%+8.2%0.310%
2/13/2025 CreativeOne Wealth LLC11,580$309K0.0%-64.4%0.016%
2/13/2025 Mariner LLC24,685$659K0.0%+52.8%0.034%
2/13/2025 Townsquare Capital LLC8,280$221K0.0%-50.6%0.011%
2/13/2025 Rockefeller Capital Management L.P.13,906$371K0.0%-7.1%0.019%
2/13/2025 Glass Jacobson Investment Advisors llc1,855$50K0.0%+62.9%0.003%
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2/13/2025 Prepared Retirement Institute LLC280,121$7.48M4.3%+7.6%0.382%
2/13/2025 Raymond James Financial Inc.163,146$4.36M0.0%N/A0.223%
2/13/2025 Advisory Services Network LLC14,108$377K0.0%-2.6%0.019%
2/13/2025 Renaissance Technologies LLC25,383$678K0.0%-70.6%0.035%
2/13/2025 Invesco Ltd.169,787$4.54M0.0%N/A0.232%
2/13/2025 Cerity Partners LLC111,035$2.97M0.0%-1.5%0.151%
2/13/2025 Aristides Capital LLC19,658$525K0.1%+128.1%0.027%
2/13/2025 Envestnet Asset Management Inc.2,157,566$57.63M0.0%-5.2%2.943%
2/12/2025 Climber Capital SA9,090$243K0.2%N/A0.012%
2/12/2025 Arete Wealth Advisors LLC11,260$301K0.0%+31.7%0.015%
2/12/2025 World Investment Advisors150,524$4.02M0.1%+82.6%0.205%
2/12/2025 Martin Worley Group99,183$2.65M1.7%N/A0.135%
2/12/2025 D L Carlson Investment Group Inc.85,748$2.29M0.4%+1.7%0.117%
2/12/2025 Orion Portfolio Solutions LLC114,308$3.05M0.0%-3.7%0.156%
2/12/2025 Nomura Asset Management Co. Ltd.1,421,084$37.96M0.1%+70.8%1.939%
2/12/2025 JPMorgan Chase & Co.49,817$1.33M0.0%-72.9%0.068%
2/12/2025 Ausdal Financial Partners Inc.44,976$1.20M0.1%-11.9%0.061%
2/11/2025 Sequent Planning LLC11,233$300K0.1%+5.0%0.015%
2/11/2025 Twin City Private Wealth LLC7,652$204K0.2%-20.9%0.010%
2/11/2025 LPL Financial LLC1,984,243$53.00M0.0%+3.3%2.707%
2/11/2025 L.K. Benson & Company P.C.23,194$620K0.4%N/A0.032%
2/11/2025 Brooklyn FI LLC117,870$3.19M0.0%N/A0.161%
2/10/2025 Thrivent Financial for Lutherans190,350$5.08M0.0%+5.1%0.260%
2/10/2025 Addison Capital Co50,401$1.35M0.5%+10.1%0.069%
2/10/2025 Harbour Investments Inc.8,535$228K0.0%-16.1%0.012%
2/10/2025 Envestnet Portfolio Solutions Inc.186,735$4.99M0.0%-13.6%0.255%
2/10/2025 Commonwealth Equity Services LLC97,388$2.60M0.0%-63.1%0.133%
2/10/2025 Avantax Advisory Services Inc.17,620$471K0.0%+16.4%0.024%
2/10/2025 Farther Finance Advisors LLC14,262$381K0.0%+63.6%0.019%
2/7/2025 HighTower Advisors LLC8,058$215K0.0%-79.3%0.011%
2/7/2025 Independent Advisor Alliance160,081$4.28M0.1%N/A0.218%
2/7/2025 Mount Lucas Management LP68,023$1.82M0.6%+3.3%0.093%
2/7/2025 Dorsey & Whitney Trust CO LLC8,000$214K0.0%-60.0%0.011%
2/7/2025 Rialto Wealth Management LLC48,815$1.30M0.4%N/A0.067%
2/7/2025 PNC Financial Services Group Inc.73,468$1.96M0.0%+149.8%0.100%
2/7/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors34,901$932K0.1%+20.6%0.048%
2/6/2025 Raymond James Financial Inc.163,146$4.36M0.0%N/A0.223%
2/6/2025 Assetmark Inc.18,820$503K0.0%-87.9%0.026%
2/6/2025 Oak Grove Capital LLC7,500$200K0.0%N/A0.010%
2/6/2025 Wealth Advisory Solutions LLC54,808$1.46M0.4%+8.1%0.075%
2/6/2025 Steward Partners Investment Advisory LLC8,899$238K0.0%-4.9%0.012%
2/6/2025 DDFG Inc39,642$1.06M0.3%-11.4%0.054%
2/6/2025 Detalus Advisors LLC9,831$263K0.1%+23.4%0.013%
2/5/2025 US Bancorp DE98,539$2.63M0.0%+53.7%0.134%
2/5/2025 Oppenheimer & Co. Inc.30,656$819K0.0%N/A0.042%
2/4/2025 Continuum Wealth Advisors LLC169,433$4.53M2.3%+4.0%0.231%
2/4/2025 Bank of New York Mellon Corp142,668$3.81M0.0%+25.4%0.195%
2/4/2025 Wrapmanager Inc.8,511$227K0.1%N/A0.012%
2/3/2025 First Horizon Advisors Inc.11,998$320K0.0%+21.2%0.016%
2/3/2025 Sigma Planning Corp18,499$494K0.0%-14.3%0.025%
Warning: “DOGE Collapse” imminent (Ad)

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2/3/2025 Winebrenner Capital Management LLC10,536$281K0.2%N/A0.014%
2/3/2025 Parcion Private Wealth LLC71,198$1.90M0.1%+24.9%0.098%
2/3/2025 Concurrent Investment Advisors LLC11,606$310K0.0%+34.9%0.016%
2/3/2025 Cumberland Partners Ltd45,200$1.21M0.1%+34.5%0.062%
2/3/2025 Private Advisor Group LLC45,743$1.22M0.0%+167.0%0.063%
1/31/2025 Valley Wealth Managers Inc.31,827$850K0.1%+6.3%0.044%
1/31/2025 Atria Wealth Solutions Inc.27,605$737K0.0%-47.4%0.038%
1/31/2025 D.A. Davidson & CO.37,660$1.01M0.0%+5.6%0.052%
1/31/2025 NTV Asset Management LLC9,250$247K0.0%-24.5%0.013%
1/31/2025 Sanctuary Advisors LLC18,028$489K0.0%+118.5%0.025%
(Data available from 1/1/2016 forward)

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FALN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FALN shares?

During the previous two years, 358 institutional investors and hedge funds held shares of iShares Fallen Angels USD Bond ETF. The most heavily invested institutionals were Mather Group LLC. ($255.53M), Bank of America Corp DE ($145.12M), Sound Financial Strategies Group LLC ($61.59M), Envestnet Asset Management Inc. ($57.63M), LPL Financial LLC ($53.00M), Ameriprise Financial Inc. ($42.54M), and Nomura Asset Management Co. Ltd. ($37.96M).Learn more on FALN's institutional investors.

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

Of the 279 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. ($4.20M), Nomura Asset Management Co. Ltd. ($2.50M), Sound Financial Strategies Group LLC ($2.43M), Envestnet Asset Management Inc. ($2.06M), Wilbanks Smith & Thomas Asset Management LLC ($1.66M), Angeles Investment Advisors LLC ($1.43M), 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 31,508,833 shares in the last 24 months. This purchase volume represents approximately $907.45M in transactions.

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

Of the 204 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. ($9.54M), Parcion Private Wealth LLC ($1.40M), LPL Financial LLC ($1.30M), WealthShield Partners LLC ($794.38K), Atria Investments Inc ($752.87K), Commonwealth Equity Services LLC ($507.38K), and Jane Street Group LLC ($472.43K).

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

Institutional investors have sold a total of 22,528,340 shares in the last 24 months. This volume of shares sold represents approximately $693.49M in transactions.


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This page (NASDAQ:FALN) was last updated on 3/28/2025 by MarketBeat.com Staff
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