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iShares Fallen Angels USD Bond ETF (FALN) Institutional Ownership

iShares Fallen Angels USD Bond ETF logo
$26.98 +0.02 (+0.06%)
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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)
155
Total
Institutional Inflows
(last 12 months)
$298.65M
Number of
Institutional Sellers
(last 12 months)
102
Total
Institutional Outflows
(last 12 months)
$91.81M
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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
1/17/2025Atomi Financial Group Inc.9,835$263K0.0%+7.5%0.014%
1/16/2025Capital Wealth Management LLC155,189$4.15M1.8%+0.2%0.216%
1/16/2025M.E. Allison & CO. Inc.46,695$1.25M1.4%N/A0.065%
1/16/2025FOCUS Wealth Advisors LLC67,698$1.81M1.0%+0.8%0.094%
1/16/2025Diversify Wealth Management LLC170,955$4.56M0.4%+2.3%0.237%
1/16/2025Client 1ST Advisory Group LLC35,608$951K0.4%N/A0.049%
1/15/2025 HF Advisory Group LLC164,657$4.40M2.0%+3.5%0.229%
1/15/2025 Arkadios Wealth Advisors7,751$207K0.0%-38.2%0.011%
1/15/2025 Procyon Advisors LLC527,490$14.09M0.9%-6.3%0.733%
1/15/2025 Kraematon Investment Advisors Inc.131,959$3.53M3.5%-2.4%0.183%
1/14/2025 Park Avenue Securities LLC96,346$2.57M0.0%-10.0%0.134%
1/14/2025 Ignite Planners LLC108,614$2.91M0.6%+4.6%0.151%
1/14/2025 Breakwater Capital Group319,604$8.54M1.7%+8.7%0.444%
1/13/2025 Asset Allocation & Management Company LLC48,200$1.29M0.7%+23.6%0.067%
1/10/2025 ST Germain D J Co. Inc.22,504$601K0.0%-2.6%0.031%
1/10/2025 ORG Partners LLC36,446$973K0.1%+163.3%0.051%
12/26/2024JPMorgan Chase & Co.184,060$5.03M0.0%+35.1%0.273%
11/25/2024Wilmington Savings Fund Society FSB1,994$55K0.0%N/A0.003%
11/25/2024World Investment Advisors LLC82,422$2.25M0.1%+40.4%0.122%
11/25/2024Sanctuary Advisors LLC8,250$223K0.0%-59.5%0.012%
11/19/2024Invst LLC9,007$246K0.0%-48.4%0.013%
11/18/2024Virtue Capital Management LLC70,213$1.92M0.4%+0.6%0.104%
11/18/2024Arete Wealth Advisors LLC8,550$234K0.0%-17.0%0.013%
11/18/2024Asset Allocation Strategies LLC301,083$8.23M2.3%-13.2%0.447%
11/15/2024High Falls Advisors Inc8,027$219K0.1%-51.1%0.012%
11/15/2024Executive Wealth Management LLC324,004$8.86M0.7%+10.6%0.481%
11/15/2024Drucker Wealth 3.0 LLC11,409$312K0.1%-12.4%0.017%
11/15/2024Nomura Asset Management Co. Ltd.831,984$22.75M0.1%+52.9%1.235%
11/15/2024MML Investors Services LLC427,302$11.68M0.0%+11.0%0.634%
11/15/2024Orion Portfolio Solutions LLC118,688$3.25M0.1%-4.6%0.176%
11/15/2024Jane Street Group LLC8,521$233K0.0%-98.2%0.013%
11/15/2024Stifel Financial Corp43,668$1.19M0.0%-10.1%0.065%
11/15/2024IHT Wealth Management LLC31,099$849K0.0%+87.9%0.046%
11/15/2024Integrated Wealth Concepts LLC25,581$699K0.0%-7.5%0.038%
11/15/2024HighTower Advisors LLC38,861$1.07M0.0%+360.5%0.058%
11/14/2024Icon Wealth Advisors LLC7,261$199K0.0%-7.7%0.011%
11/14/2024Rockefeller Capital Management L.P.14,973$409K0.0%-24.4%0.022%
11/14/2024CreativeOne Wealth LLC32,496$888K0.0%-16.8%0.048%
11/13/2024Freedom Investment Management Inc.30,874$844K0.1%-6.5%0.046%
11/13/2024Insight Wealth Partners LLC107,533$2.94M0.6%+5.5%0.160%
11/13/2024FMR LLC6,880$188K0.0%-10.4%0.010%
11/13/2024D.A. Davidson & CO.35,662$975K0.0%+8.4%0.053%
11/13/2024Private Trust Co. NA2,478$68K0.0%-24.6%0.004%
11/12/2024Kingsview Wealth Management LLC19,733$540K0.0%+2.1%0.029%
11/12/2024Cerity Partners LLC112,760$3.08M0.0%-0.8%0.167%
11/12/2024Optivise Advisory Services LLC152,128$4.16M2.2%N/A0.226%
11/12/2024Great Valley Advisor Group Inc.164,535$4.50M0.1%+21.7%0.244%
11/12/2024Icon Wealth Advisors LLC18,054$494K0.0%+129.5%0.027%
11/9/2024Trustmark National Bank Trust Department218,211$5.97M0.5%+11.8%0.324%
11/8/2024First Horizon Advisors Inc.9,899$271K0.0%+87.6%0.015%
11/8/2024Advisors Asset Management Inc.4,269$117K0.0%-47.9%0.006%
11/7/2024Thrivent Financial for Lutherans181,057$4.95M0.0%-19.3%0.269%
11/6/2024Mount Lucas Management LP65,857$1.80M0.6%+4.0%0.098%
11/6/2024Valley Wealth Managers Inc.29,940$819K0.1%+3.8%0.044%
11/6/2024OneDigital Investment Advisors LLC602,539$16.47M0.2%+53.0%0.895%
11/6/2024Angeles Investment Advisors LLC1,294,400$35.39M1.8%+39.8%1.922%
11/6/2024Cornerstone Planning Group LLC90,771$2.46M0.5%+3.8%0.135%
11/5/2024Cumberland Partners Ltd33,600$919K0.1%-27.3%0.050%
11/5/2024Prime Capital Investment Advisors LLC38,450$1.05M0.0%-7.2%0.057%
11/5/2024Harbour Investments Inc.10,176$278K0.0%-12.2%0.015%
11/4/2024Baker Avenue Asset Management LP217,915$5.96M0.2%-21.5%0.324%
11/4/2024Sigma Planning Corp21,595$590K0.0%-4.2%0.032%
11/2/2024ESL Trust Services LLC1,115,111$30.49M6.9%+0.4%1.645%
11/1/2024Atria Investments Inc20,752$567K0.0%-47.8%0.031%
11/1/2024Assetmark Inc.155,162$4.24M0.0%-47.3%0.229%
11/1/2024Executive Wealth Management LLC324,004$8.86M1.1%+10.6%0.478%
10/31/2024JB Capital LLC16,840$460K0.0%-46.0%0.025%
10/31/2024US Financial Advisors LLC79,574$2.18M0.7%-1.6%0.117%
10/31/2024LGT Financial Advisors LLC1,737$47K0.1%-50.1%0.003%
10/31/2024Concurrent Investment Advisors LLC8,605$235K0.0%N/A0.013%
10/31/2024Family 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%
10/29/2024Glassy Mountain Advisors Inc.108,899$2.98M1.0%+2.9%0.161%
10/29/2024Janney Montgomery Scott LLC48,547$1.33M0.0%+16.7%0.072%
10/29/2024Farther Finance Advisors LLC8,717$238K0.0%+156.8%0.013%
10/28/2024 Goldstone Financial Group LLC9,457$259K0.0%N/A0.014%
10/25/2024SteelPeak Wealth LLC68,352$1.87M0.1%-7.0%0.101%
10/25/2024Diversify Wealth Management LLC167,189$4.51M0.4%+7.0%0.247%
10/25/2024Golden State Equity Partners11,469$314K0.1%-15.3%0.017%
10/24/2024Bay 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%
10/24/2024PFG Investments LLC13,778$377K0.0%N/A0.020%
10/23/2024Parcion Private Wealth LLC57,014$1.56M0.1%+18.3%0.084%
10/23/2024 Outlook Wealth Advisors LLC7,443$203K0.1%N/A0.011%
10/23/2024Allworth Financial LP1,128,492$30.85M0.2%+1.3%1.664%
10/23/2024Yoder Wealth Management Inc.22,074$604K0.4%+4.4%0.033%
10/23/2024Impact Partnership Wealth LLC87,711$2.40M0.5%+67.4%0.129%
10/22/2024Detalus Advisors LLC7,964$218K0.1%N/A0.012%
10/22/2024Private Advisor Group LLC17,134$468K0.0%+70.6%0.025%
10/22/2024Saxony Capital Management LLC7,622$208K0.2%N/A0.011%
10/22/2024Symphony Financial Ltd. Co.25,251$692K0.1%+11.8%0.037%
10/21/2024Western Financial Corp CA25,771$705K0.4%+1.5%0.038%
10/21/2024Wealth 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%
10/18/2024 ST 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%
(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, 347 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 251 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 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 29,274,087 shares in the last 24 months. This purchase volume represents approximately $923.80M in transactions.

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

Of the 226 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 ($1.05M), 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 41,532,800 shares in the last 24 months. This volume of shares sold represents approximately $1.66B in transactions.


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This page (NASDAQ:FALN) was last updated on 1/17/2025 by MarketBeat.com Staff
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