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iShares Fallen Angels USD Bond ETF (FALN) Institutional Ownership

iShares Fallen Angels USD Bond ETF logo
$26.01 +0.12 (+0.46%)
Closing price 04:00 PM Eastern
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$26.00 -0.01 (-0.02%)
As of 06:05 PM 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)
176
Total
Institutional Inflows
(last 12 months)
$336.30M
Number of
Institutional Sellers
(last 12 months)
105
Total
Institutional Outflows
(last 12 months)
$100.18M
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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
4/17/2025Janney Montgomery Scott LLC71,972$1.93M0.0%N/A0.098%
4/17/2025M.E. Allison & CO. Inc.47,889$1.28M1.3%+2.6%0.065%
4/17/2025Mission Wealth Management LP14,105$378K0.0%N/A0.019%
4/17/2025Dynamic Advisor Solutions LLC28,007$750K0.0%-3.6%0.038%
4/17/2025Dohj LLC149,008$3.99M0.9%+5.3%0.203%
4/16/2025 Wealth Enhancement Advisory Services LLC42,027$1.13M0.0%+1.3%0.057%
4/15/2025 Fifth Third Bancorp1,785$48K0.0%+45.1%0.002%
4/15/2025 Two West Capital Advisors LLC18,972$487K0.4%+2.2%0.026%
4/15/2025 Visionary Horizons LLC9,590$257K0.2%N/A0.013%
4/15/2025 Simplicity Wealth LLC30,791$825K0.1%N/A0.042%
4/14/2025 Farther Finance Advisors LLC24,229$647K0.0%+69.9%0.033%
4/14/2025 First Citizens Bank & Trust Co.81,424$2.18M0.0%+10.3%0.111%
4/14/2025 Park Avenue Securities LLC116,012$3.11M0.0%+20.4%0.158%
4/14/2025 Bank of New Hampshire11,134$298K0.1%+27.3%0.015%
4/14/2025 Kraematon Investment Advisors Inc.127,557$3.42M3.5%-3.3%0.173%
4/11/2025 Procyon Advisors LLC586,088$15.70M0.9%+11.1%0.746%
4/11/2025 Insight Advisors LLC PA46,544$1.25M0.2%+4.5%0.059%
4/10/2025 Breakwater Capital Group347,993$9.32M1.7%+8.9%0.443%
4/10/2025 HF Advisory Group LLC182,993$4.90M2.1%+11.1%0.233%
4/10/2025 Iams Wealth Management LLC31,481$843K0.4%-27.2%0.040%
4/9/2025 ST Germain D J Co. Inc.18,605$498K0.0%-17.3%0.024%
4/9/2025 Milestone Asset Management LLC64,009$1.72M0.4%N/A0.081%
4/3/2025 Central Pacific Bank Trust Division73,410$1.97M0.3%N/A0.100%
4/3/2025 First Hawaiian Bank70,591$1.89M0.1%N/A0.096%
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%
2/28/2025Brooklyn FI LLC117,870$3.19M0.5%N/A0.161%
2/26/2025Virtue Capital Management LLC74,942$2.00M0.4%+6.7%0.102%
2/25/2025B. Riley Wealth Advisors Inc.12,056$322K0.0%-48.5%0.016%
2/24/2025Liberty Square Wealth Partners LLC11,373$307K0.1%N/A0.016%
2/24/2025Great Valley Advisor Group Inc.166,531$4.45M0.1%+1.2%0.227%
2/19/2025Wilson & Boucher Capital Management LLC33,400$892K0.6%+3.1%0.046%
2/18/2025Sunbelt Securities Inc.22,568$603K0.1%-14.3%0.031%
2/18/2025Orion Capital Management LLC2,770$74K0.0%N/A0.004%
2/18/2025Novem Group490,710$13.11M1.9%N/A0.669%
2/17/2025WBI Investments LLC71,527$1.91M0.5%-42.9%0.098%
2/17/2025Snowden Capital Advisors LLC14,574$389K0.0%-4.6%0.020%
2/17/2025Cetera Investment Advisers485,264$12.96M0.0%-26.2%0.662%
2/17/2025Baird Financial Group Inc.57,239$1.53M0.0%+2.3%0.078%
2/17/2025Baker Avenue Asset Management LP112,003$2.99M0.1%-48.6%0.153%
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2/17/2025Bank of America Corp DE5,433,200$145.12M0.0%+0.1%7.412%
2/17/2025Ameriprise Financial Inc.1,592,730$42.54M0.0%+30.5%2.173%
2/14/2025Mercer Global Advisors Inc. ADV114,008$3.05M0.0%+2.7%0.156%
2/14/2025Comerica Bank46,608$1.25M0.0%+28.5%0.064%
2/14/2025Integrated Wealth Concepts LLC22,513$601K0.0%-12.0%0.031%
2/14/2025Coppell Advisory Solutions LLC2,596$69K0.0%-67.7%0.004%
2/14/2025Aldebaran Financial Inc.8,951$239K0.3%N/A0.012%
2/14/2025IHT Wealth Management LLC14,867$397K0.0%-52.2%0.020%
2/14/2025Stifel Financial Corp38,282$1.02M0.0%-12.3%0.052%
2/14/2025OneDigital Investment Advisors LLC773,706$20.67M0.2%+28.4%1.056%
2/14/2025Optivise Advisory Services LLC101,243$2.70M1.5%-33.4%0.138%
2/14/2025State of Tennessee Department of Treasury583,680$15.59M0.1%N/A0.796%
2/14/2025MML Investors Services LLC601,719$16.07M0.1%+40.8%0.821%
2/14/2025First Citizens Asset Management Inc.17,904$478K0.2%-7.4%0.024%
2/14/2025Freedom Investment Management Inc.30,012$802K0.1%-2.8%0.041%
2/14/2025Balanced Rock Investment Advisors LLC10,316$276K0.2%+10.4%0.014%
2/14/2025Concourse Financial Group Securities Inc.21,221$573K0.0%-11.4%0.029%
2/13/2025NewEdge Advisors LLC12,975$347K0.0%+35.3%0.018%
2/13/2025United Capital Financial Advisors LLC227,264$6.07M0.1%+8.2%0.310%
2/13/2025CreativeOne Wealth LLC11,580$309K0.0%-64.4%0.016%
2/13/2025Mariner LLC24,685$659K0.0%+52.8%0.034%
2/13/2025Townsquare Capital LLC8,280$221K0.0%-50.6%0.011%
2/13/2025Rockefeller 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%
2/13/2025Prepared Retirement Institute LLC280,121$7.48M4.3%+7.6%0.382%
2/13/2025Raymond James Financial Inc.163,146$4.36M0.0%N/A0.223%
2/13/2025Advisory Services Network LLC14,108$377K0.0%-2.6%0.019%
2/13/2025Renaissance Technologies LLC25,383$678K0.0%-70.6%0.035%
2/13/2025Invesco Ltd.169,787$4.54M0.0%N/A0.232%
2/13/2025Cerity Partners LLC111,035$2.97M0.0%-1.5%0.151%
2/13/2025Aristides Capital LLC19,658$525K0.1%+128.1%0.027%
2/13/2025Envestnet Asset Management Inc.2,157,566$57.63M0.0%-5.2%2.943%
2/12/2025Climber Capital SA9,090$243K0.2%N/A0.012%
2/12/2025Arete Wealth Advisors LLC11,260$301K0.0%+31.7%0.015%
2/12/2025World Investment Advisors150,524$4.02M0.1%+82.6%0.205%
2/12/2025Martin Worley Group99,183$2.65M1.7%N/A0.135%
2/12/2025D L Carlson Investment Group Inc.85,748$2.29M0.4%+1.7%0.117%
2/12/2025Orion Portfolio Solutions LLC114,308$3.05M0.0%-3.7%0.156%
2/12/2025Nomura Asset Management Co. Ltd.1,421,084$37.96M0.1%+70.8%1.939%
2/12/2025JPMorgan Chase & Co.49,817$1.33M0.0%-72.9%0.068%
2/12/2025Ausdal Financial Partners Inc.44,976$1.20M0.1%-11.9%0.061%
2/11/2025Sequent Planning LLC11,233$300K0.1%+5.0%0.015%
2/11/2025Twin City Private Wealth LLC7,652$204K0.2%-20.9%0.010%
2/11/2025LPL Financial LLC1,984,243$53.00M0.0%+3.3%2.707%
2/11/2025L.K. Benson & Company P.C.23,194$620K0.4%N/A0.032%
2/11/2025Brooklyn FI LLC117,870$3.19M0.0%N/A0.161%
2/10/2025Thrivent Financial for Lutherans190,350$5.08M0.0%+5.1%0.260%
2/10/2025Addison Capital Co50,401$1.35M0.5%+10.1%0.069%
2/10/2025Harbour Investments Inc.8,535$228K0.0%-16.1%0.012%
2/10/2025Envestnet Portfolio Solutions Inc.186,735$4.99M0.0%-13.6%0.255%
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2/10/2025Commonwealth Equity Services LLC97,388$2.60M0.0%-63.1%0.133%
2/10/2025Avantax 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%
2/7/2025HighTower Advisors LLC8,058$215K0.0%-79.3%0.011%
2/7/2025Independent Advisor Alliance160,081$4.28M0.1%N/A0.218%
2/7/2025Mount Lucas Management LP68,023$1.82M0.6%+3.3%0.093%
2/7/2025Dorsey & 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%
2/7/2025PNC Financial Services Group Inc.73,468$1.96M0.0%+149.8%0.100%
2/7/2025Bay Colony Advisory Group Inc d b a Bay Colony Advisors34,901$932K0.1%+20.6%0.048%
(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, 359 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 283 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 31,833,457 shares in the last 24 months. This purchase volume represents approximately $912.18M in transactions.

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

Of the 199 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 22,385,229 shares in the last 24 months. This volume of shares sold represents approximately $685.76M in transactions.


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This page (NASDAQ:FALN) was last updated on 4/17/2025 by MarketBeat.com Staff
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