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iShares Fallen Angels USD Bond ETF (FALN) Institutional Ownership

iShares Fallen Angels USD Bond ETF logo
$27.09 -0.04 (-0.15%)
(As of 12/17/2024 ET)
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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)
156
Total
Institutional Inflows
(last 12 months)
$298.14M
Number of
Institutional Sellers
(last 12 months)
102
Total
Institutional Outflows
(last 12 months)
$94.08M
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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
11/25/2024 Wilmington Savings Fund Society FSB1,994$55K0.0%N/A0.003%
11/25/2024 World Investment Advisors LLC82,422$2.25M0.1%+40.4%0.122%
11/25/2024 Sanctuary Advisors LLC8,250$223K0.0%-59.5%0.012%
11/19/2024 Invst LLC9,007$246K0.0%-48.4%0.013%
11/18/2024 Virtue Capital Management LLC70,213$1.92M0.4%+0.6%0.104%
11/18/2024 Arete Wealth Advisors LLC8,550$234K0.0%-17.0%0.013%
11/18/2024 Asset Allocation Strategies LLC301,083$8.23M2.3%-13.2%0.447%
11/15/2024 High Falls Advisors Inc8,027$219K0.1%-51.1%0.012%
11/15/2024 Executive Wealth Management LLC324,004$8.86M0.7%+10.6%0.481%
11/15/2024 Drucker Wealth 3.0 LLC11,409$312K0.1%-12.4%0.017%
11/15/2024 Nomura Asset Management Co. Ltd.831,984$22.75M0.1%+52.9%1.235%
11/15/2024 MML Investors Services LLC427,302$11.68M0.0%+11.0%0.634%
11/15/2024 Orion Portfolio Solutions LLC118,688$3.25M0.1%-4.6%0.176%
11/15/2024 Jane Street Group LLC8,521$233K0.0%-98.2%0.013%
11/15/2024 Stifel Financial Corp43,668$1.19M0.0%-10.1%0.065%
11/15/2024 IHT Wealth Management LLC31,099$849K0.0%+87.9%0.046%
11/15/2024 Integrated Wealth Concepts LLC25,581$699K0.0%-7.5%0.038%
11/15/2024 HighTower Advisors LLC38,861$1.07M0.0%+360.5%0.058%
11/14/2024 Icon Wealth Advisors LLC7,261$199K0.0%-7.7%0.011%
11/14/2024 Rockefeller Capital Management L.P.14,973$409K0.0%-24.4%0.022%
11/14/2024 CreativeOne Wealth LLC32,496$888K0.0%-16.8%0.048%
11/13/2024 Freedom Investment Management Inc.30,874$844K0.1%-6.5%0.046%
11/13/2024 Insight Wealth Partners LLC107,533$2.94M0.6%+5.5%0.160%
11/13/2024 FMR LLC6,880$188K0.0%-10.4%0.010%
11/13/2024 D.A. Davidson & CO.35,662$975K0.0%+8.4%0.053%
11/13/2024 Private Trust Co. NA2,478$68K0.0%-24.6%0.004%
11/12/2024 Kingsview Wealth Management LLC19,733$540K0.0%+2.1%0.029%
11/12/2024 Cerity Partners LLC112,760$3.08M0.0%-0.8%0.167%
11/12/2024 Optivise Advisory Services LLC152,128$4.16M2.2%N/A0.226%
11/12/2024 Great Valley Advisor Group Inc.164,535$4.50M0.1%+21.7%0.244%
11/12/2024 Icon Wealth Advisors LLC18,054$494K0.0%+129.5%0.027%
11/9/2024 Trustmark National Bank Trust Department218,211$5.97M0.5%+11.8%0.324%
11/8/2024 First Horizon Advisors Inc.9,899$271K0.0%+87.6%0.015%
11/8/2024 Advisors Asset Management Inc.4,269$117K0.0%-47.9%0.006%
11/7/2024 Thrivent Financial for Lutherans181,057$4.95M0.0%-19.3%0.269%
11/6/2024 Mount Lucas Management LP65,857$1.80M0.6%+4.0%0.098%
11/6/2024 Valley Wealth Managers Inc.29,940$819K0.1%+3.8%0.044%
11/6/2024 OneDigital Investment Advisors LLC602,539$16.47M0.2%+53.0%0.895%
11/6/2024 Angeles Investment Advisors LLC1,294,400$35.39M1.8%+39.8%1.922%
11/6/2024 Cornerstone Planning Group LLC90,771$2.46M0.5%+3.8%0.135%
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11/5/2024 Cumberland Partners Ltd33,600$919K0.1%-27.3%0.050%
11/5/2024 Prime Capital Investment Advisors LLC38,450$1.05M0.0%-7.2%0.057%
11/5/2024 Harbour Investments Inc.10,176$278K0.0%-12.2%0.015%
11/4/2024 Baker Avenue Asset Management LP217,915$5.96M0.2%-21.5%0.324%
11/4/2024 Sigma Planning Corp21,595$590K0.0%-4.2%0.032%
11/2/2024 ESL Trust Services LLC1,115,111$30.49M6.9%+0.4%1.645%
11/1/2024 Atria Investments Inc20,752$567K0.0%-47.8%0.031%
11/1/2024 Assetmark Inc.155,162$4.24M0.0%-47.3%0.229%
11/1/2024 Executive Wealth Management LLC324,004$8.86M1.1%+10.6%0.478%
10/31/2024 JB Capital LLC16,840$460K0.0%-46.0%0.025%
10/31/2024 US Financial Advisors LLC79,574$2.18M0.7%-1.6%0.117%
10/31/2024 LGT Financial Advisors LLC1,737$47K0.1%-50.1%0.003%
10/31/2024 Concurrent Investment Advisors LLC8,605$235K0.0%N/A0.013%
10/31/2024 Family Asset Management LLC20,922$572K0.3%-32.4%0.031%
10/30/2024 HF Advisory Group LLC159,090$4.35M2.0%+4.8%0.235%
10/29/2024 Glassy Mountain Advisors Inc.108,899$2.98M1.0%+2.9%0.161%
10/29/2024 Janney Montgomery Scott LLC48,547$1.33M0.0%+16.7%0.072%
10/29/2024 Farther Finance Advisors LLC8,717$238K0.0%+156.8%0.013%
10/28/2024 Goldstone Financial Group LLC9,457$259K0.0%N/A0.014%
10/25/2024 SteelPeak Wealth LLC68,352$1.87M0.1%-7.0%0.101%
10/25/2024 Diversify Wealth Management LLC167,189$4.51M0.4%+7.0%0.247%
10/25/2024 Golden State Equity Partners11,469$314K0.1%-15.3%0.017%
10/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors28,946$791K0.1%+12.0%0.043%
10/24/2024 Wealth Enhancement Advisory Services LLC35,495$970K0.0%+3.2%0.052%
10/24/2024 PFG Investments LLC13,778$377K0.0%N/A0.020%
10/23/2024 Parcion Private Wealth LLC57,014$1.56M0.1%+18.3%0.084%
10/23/2024 Outlook Wealth Advisors LLC7,443$203K0.1%N/A0.011%
10/23/2024 Allworth Financial LP1,128,492$30.85M0.2%+1.3%1.664%
10/23/2024 Yoder Wealth Management Inc.22,074$604K0.4%+4.4%0.033%
10/23/2024 Impact Partnership Wealth LLC87,711$2.40M0.5%+67.4%0.129%
10/22/2024 Detalus Advisors LLC7,964$218K0.1%N/A0.012%
10/22/2024 Private Advisor Group LLC17,134$468K0.0%+70.6%0.025%
10/22/2024 Saxony Capital Management LLC7,622$208K0.2%N/A0.011%
10/22/2024 Symphony Financial Ltd. Co.25,251$692K0.1%+11.8%0.037%
10/21/2024 Western Financial Corp CA25,771$705K0.4%+1.5%0.038%
10/21/2024 Wealth Advisory Solutions LLC50,679$1.39M0.4%+2.6%0.075%
10/19/2024Capital Wealth Management LLC154,810$4.23M1.8%+3.0%0.228%
10/18/2024TriaGen Wealth Management LLC30,225$826K0.3%+3.0%0.045%
10/18/2024ST Germain D J Co. Inc.23,105$632K0.0%-51.9%0.034%
10/18/2024Continuum Wealth Advisors LLC162,931$4.46M2.4%-40.8%0.240%
10/18/2024First Citizens Bank & Trust Co.52,792$1.44M0.0%+16.0%0.078%
10/17/2024Addison Capital Co45,783$1.25M0.5%+22.0%0.067%
10/17/2024LexAurum Advisors LLC24,444$668K0.1%+3.3%0.036%
10/11/2024 Iams Wealth Management LLC40,649$1.11M0.5%-11.6%0.059%
10/11/2024 Creative Planning483,351$13.22M0.0%+5.1%0.707%
10/11/2024 Novare Capital Management LLC68,086$1.86M0.2%+12.1%0.100%
10/11/2024 ORG Partners LLC13,841$378K0.1%+118.9%0.020%
10/11/2024 Procyon Advisors LLC563,110$15.40M1.1%+2.1%0.824%
10/10/2024 Exchange Bank28,247$772K0.6%-9.4%0.041%
10/10/2024 Concourse Financial Group Securities Inc.23,940$655K0.0%+4.6%0.035%
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10/10/2024 FOCUS Wealth Advisors LLC67,164$1.84M0.9%-1.6%0.098%
10/10/2024 Simplicity Wealth LLC27,846$761K0.1%N/A0.041%
10/9/2024 Kelly Financial Services LLC27,412$749K0.3%-13.2%0.041%
10/8/2024 CWM LLC259,606$7.10M0.0%+5.2%0.385%
10/8/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors10,514$287K0.0%-37.8%0.016%
10/8/2024 Brookstone Capital Management26,050$712K0.0%-1.6%0.039%
10/8/2024 Atomi Financial Group Inc.9,152$250K0.0%N/A0.014%
10/8/2024 Dynamic Advisor Solutions LLC20,649$565K0.0%+15.2%0.031%
10/8/2024 Ignite Planners LLC103,790$2.84M0.7%+21.6%0.154%
10/8/2024 Mather Group LLC.8,991,241$245.82M3.2%+27.0%13.350%
(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, 349 institutional investors and hedge funds held shares of iShares Fallen Angels USD Bond ETF. The most heavily invested institutionals were Mather Group LLC. ($245.82M), Envestnet Asset Management Inc. ($63.85M), Sound Financial Strategies Group LLC ($61.59M), LPL Financial LLC ($46.81M), Bank of America Corp DE ($41.01M), Angeles Investment Advisors LLC ($35.39M), and Allworth Financial LP ($30.85M).Learn more on FALN's institutional investors.

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

Of the 248 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. ($4.39M), Sound Financial Strategies Group LLC ($2.43M), Envestnet Asset Management Inc. ($2.06M), Nomura Asset Management Co. Ltd. ($1.92M), Wilbanks Smith & Thomas Asset Management LLC ($1.66M), Angeles Investment Advisors LLC ($1.43M), and Allworth Financial LP ($1.03M).

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

Institutional investors have bought a total of 29,846,656 shares in the last 24 months. This purchase volume represents approximately $956.53M in transactions.

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

Of the 228 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. ($16.22M), CWM LLC ($3.57M), LPL Financial LLC ($3.40M), Parcion Private Wealth LLC ($1.40M), Park Avenue Securities LLC ($1.04M), Advisor Group Holdings Inc. ($998.06K), and Janney Montgomery Scott LLC ($929.93K).

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

Institutional investors have sold a total of 41,931,094 shares in the last 24 months. This volume of shares sold represents approximately $1.68B in transactions.


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This page (NASDAQ:FALN) was last updated on 12/18/2024 by MarketBeat.com Staff
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