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iShares Fallen Angels USD Bond ETF (FALN) Institutional Ownership

iShares Fallen Angels USD Bond ETF logo
$26.88 -0.15 (-0.55%)
Closing price 08/1/2025 04:00 PM Eastern
Extended Trading
$26.88 +0.01 (+0.02%)
As of 08/1/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
190
Total
Institutional Inflows
(last 12 months)
$426.16M
Number of
Institutional Sellers
(last 12 months)
114
Total
Institutional Outflows
(last 12 months)
$404.39M
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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
8/1/2025Winebrenner Capital Management LLC11,148$303K0.2%+5.7%0.016%
8/1/2025Envestnet Asset Management Inc.1,553,710$42.17M0.0%-38.0%2.287%
7/31/2025 Wealthfront Advisers LLC31,119$845K0.0%+25.1%0.046%
7/31/2025 Orion Capital Management LLC5,000$136K0.1%+158.7%0.007%
7/31/2025 Forte Asset Management LLC78,481$2.13M1.1%+0.6%0.116%
7/31/2025 Insight Wealth Partners LLC134,016$3.64M1.4%+4.3%0.198%
7/30/2025 Insight Advisors LLC PA44,303$1.20M0.2%-4.8%0.065%
7/30/2025 Parcion Private Wealth LLC76,478$2.08M0.1%-1.5%0.113%
7/29/2025 Novare Capital Management LLC73,749$2.00M0.2%+4.2%0.109%
7/29/2025 Private Trust Co. NA3,101$84K0.0%+41.0%0.005%
7/29/2025 Two West Capital Advisors LLC13,283$360K0.2%-30.0%0.020%
7/28/2025 Toews Corp ADV347,100$9.42M1.4%N/A0.510%
7/28/2025 Mutual Advisors LLC7,842$213K0.0%-6.3%0.012%
7/28/2025 Harbour Investments Inc.2,950$80K0.0%-19.7%0.004%
7/25/2025 Atria Wealth Solutions Inc.39,386$1.07M0.0%-69.5%0.058%
7/25/2025 Envestnet Portfolio Solutions Inc.162,094$4.40M0.0%-22.3%0.238%
7/25/2025 CWM LLC279,909$7.60M0.0%+1.2%0.411%
7/25/2025 Concurrent Investment Advisors LLC27,085$735K0.0%+12.9%0.040%
7/24/2025 US Bancorp DE108,872$2.96M0.0%+10.3%0.160%
7/23/2025 Vontobel Holding Ltd.10,000$271K0.0%+25.0%0.015%
7/23/2025 Ignite Planners LLC128,823$3.48M0.5%+7.1%0.189%
7/23/2025 TriaGen Wealth Management LLC36,481$990K0.3%+5.0%0.054%
7/23/2025 SteelPeak Wealth LLC14,535$394K0.0%-22.8%0.021%
7/23/2025 Prime Capital Investment Advisors LLC33,830$918K0.0%-4.0%0.050%
7/22/2025 PUREfi Wealth LLC14,142$384K0.3%N/A0.021%
7/22/2025 Beacon Financial Advisory LLC14,628$397K0.1%+10.4%0.021%
7/22/2025 Simplicity Wealth LLC17,300$470K0.0%-43.8%0.025%
7/22/2025 Wealthcare Advisory Partners LLC7,628$207K0.0%N/A0.011%
7/22/2025 Kraematon Investment Advisors Inc.129,653$3.52M3.3%+1.6%0.190%
7/21/2025 Ameritas Advisory Services LLC4,493$122K0.0%N/A0.007%
7/18/2025 Client 1ST Advisory Group LLC27,598$749K0.3%-21.8%0.041%
7/17/2025 Janney Montgomery Scott LLC52,455$1.42M0.0%-27.1%0.077%
7/17/2025 Fifth Third Securities Inc.62,605$1.70M0.1%-13.8%0.092%
7/17/2025 Prepared Retirement Institute LLC246,709$6.70M3.9%+3.7%0.362%
7/17/2025 Wolff Wiese Magana LLC1,125$31K0.0%+86.9%0.002%
7/17/2025 GC Wealth Management RIA LLC8,705$236K0.0%-43.4%0.013%
7/17/2025 Coastline Trust Co151,292$4.11M0.5%-9.3%0.222%
7/16/2025 Novem Group572,052$15.53M2.0%+6.5%0.844%
7/16/2025 Strategic Investment Solutions Inc. IL3,472$94K0.0%+82.4%0.005%
7/16/2025 Perigon Wealth Management LLC74,826$2.03M0.0%+7.4%0.110%
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7/15/2025 Mather Group LLC.103,235$2.80M0.0%-99.0%0.152%
7/15/2025 Fifth Third Bancorp1,230$33K0.0%-31.1%0.002%
7/14/2025 Wealth Advisory Solutions LLC49,779$1.35M0.3%-1.7%0.073%
7/11/2025 Farther Finance Advisors LLC41,462$1.13M0.0%+71.1%0.061%
7/10/2025 HF Advisory Group LLC206,620$5.61M2.2%+12.9%0.305%
7/10/2025 Wealth Enhancement Advisory Services LLC35,094$950K0.0%-16.5%0.052%
7/10/2025 Sovran Advisors LLC44,799$1.21M0.1%+78.2%0.066%
7/9/2025 Capital Wealth Management LLC174,798$4.74M1.8%+3.7%0.260%
7/9/2025 Procyon Advisors LLC13,853$376K0.0%-97.6%0.021%
7/9/2025 FOCUS Wealth Advisors LLC73,753$2.00M1.0%+0.9%0.110%
7/9/2025 Breakwater Capital Group348,772$9.47M1.5%+0.2%0.519%
7/9/2025 Bank of New Hampshire8,734$237K0.1%-21.6%0.013%
7/7/2025 Wilson & Boucher Capital Management LLC28,700$779K0.5%-7.1%0.043%
6/4/2025 First 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%
5/16/2025 Wilson & 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%
5/15/2025 Insight 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%
5/14/2025 Orion 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%
5/14/2025 Freedom 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%
5/13/2025 TriaGen 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%
5/9/2025 Atria Wealth Solutions Inc.128,954$3.46M0.0%+367.1%0.195%
5/9/2025 Strategic Investment Solutions Inc. IL1,904$51K0.0%+26.8%0.003%
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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%
5/8/2025US Financial Advisors LLC81,428$2.18M0.6%+2.1%0.123%
5/8/2025 Harbour Investments Inc.3,672$98K0.0%-57.0%0.006%
5/8/2025Independence Financial Advisors LLC446,140$11.95M4.5%N/A0.673%
5/8/2025 FOCUS 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%
(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, 322 institutional investors and hedge funds held shares of iShares Fallen Angels USD Bond ETF. The most heavily invested institutionals were Bank of America Corp DE ($145.12M), Sound Financial Strategies Group LLC ($61.59M), Ameriprise Financial Inc. ($55.45M), LPL Financial LLC ($55.32M), Envestnet Asset Management Inc. ($42.17M), Nomura Asset Management Co. Ltd. ($37.96M), and Angeles Investment Advisors LLC ($35.39M).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 271 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 15,855,753 shares in the last 24 months. This purchase volume represents approximately $426.16M in transactions.

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

Of the 114 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: Mather Group LLC. ($10.03M), Envestnet Asset Management Inc. ($1.07M), Procyon Advisors LLC ($607.86K), Jane Street Group LLC ($472.43K), Assetmark Inc. ($276.95K), Angeles Investment Advisors LLC ($198K), and Cetera Investment Advisers ($180.37K).

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

Institutional investors have sold a total of 14,930,832 shares in the last 24 months. This volume of shares sold represents approximately $404.39M in transactions.


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This page (NASDAQ:FALN) was last updated on 8/2/2025 by MarketBeat.com Staff
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