Who Owns iShares Fallen Angels USD Bond ETF (FALN)?Hedge Fund & Institutional Holders

$26.79+0.13 (+0.47%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+11 / -2

Price History

$25.27$25.90$26.52$27.15$27.78Aug 24May 25Mar 26

FALN — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+390K+$196.8B
Varma Mutual Pension Insurance CoNew Position+2.0M+$54.6B
Baker Avenue Asset Management, LPNew Position+730K+$19.0B
Independence Financial Advisors, LLCNew Position+476K+$13.0B
GOLDMAN SACHS GROUP INCIncreased+416K+$10.8B
State of New Jersey Common Pension Fund DNew Position+350K+$9.6B
Breakwater Capital GroupNew Position+342K+$9.3B
Invesco Ltd.Increased+354K+$9.1B
Stratos Wealth Partners, LTD.New Position+284K+$7.7B
Prepared Retirement Institute LLCNew Position+269K+$7.3B
Scarborough Advisors, LLCNew Position+268K+$7.3B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+219K+$5.0B
CONTINUUM WEALTH ADVISORS, LLCNew Position+127K+$3.5B
ASSETMARK, INCIncreased+125K+$3.4B
Impact Partnership Wealth, LLCNew Position+116K+$3.2B

FALN — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
JPMORGAN CHASE & CODecreased-1.3M-$35.2B
POTOMAC FUND MANAGEMENT INC /ADVClosed Position-806K-$22.4B
Creative PlanningDecreased-11K-$14.1B
World Investment AdvisorsDecreased-118K-$7.5B
State of Tennessee, Department of TreasuryDecreased-218K-$6.7B
OneDigital Investment Advisors LLCDecreased-152K-$4.4B
NorthRock Partners, LLCDecreased-55K-$2.7B
CITIGROUP INCDecreased-82K-$2.4B
NOMURA ASSET MANAGEMENT CO LTDDecreased-47K-$1.8B
RENAISSANCE TECHNOLOGIES LLCClosed Position-62K-$1.7B
RAYMOND JAMES FINANCIAL INCDecreased-20K-$1.4B
ROYAL BANK OF CANADADecreased-2K-$1.1B
UBS Group AGDecreased-24K-$926.1M
Mariner, LLCDecreased-6K-$903.0M
Kingsview Wealth Management, LLCDecreased-3K-$874.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/3,694,611$100.0B7.27%Share
2BANK OF AMERICA CORP /DE/3,569,603$97.0B7.06%Share
3State of Tennessee, Department of Treasury2,328,300$64.0B204.64%Share
4Varma Mutual Pension Insurance Co2,000,000$54.6B330.13%Share
5Invesco Ltd.1,291,488$35.3B5.41%Share
6ALLIANCEBERNSTEIN L.P.1,040,030$28.0B8.84%Share
7Baker Avenue Asset Management, LP729,905$19.0B0.44%Share
8AMERIPRISE FINANCIAL INC684,085$18.0B4.07%Share
9NOVEM GROUP615,973$16.8B1.93%Share
10NOMURA ASSET MANAGEMENT CO LTD594,300$16.0B40.50%Share
11Independence Financial Advisors, LLC476,028$13.0B3.57%Share
12GOLDMAN SACHS GROUP INC416,395$11.0B1.36%Share
13UBS Group AG389,528$10.6B1.72%Share
14Private Advisor Group, LLC385,767$10.0B47.05%Share
15State of New Jersey Common Pension Fund D350,000$9.6B34.54%Share
16Breakwater Capital Group341,816$9.3B1.30%Share
17Stratos Wealth Partners, LTD.283,665$7.7B87.54%Share
18Prepared Retirement Institute LLC268,833$7.3B3.69%Share
19Scarborough Advisors, LLC268,022$7.3B1.24%Share
20HF Advisory Group, LLC295,873$6.8B2.24%Share
21Petix & Botte Co221,668$6.1B1.37%Share
22OSAIC HOLDINGS, INC.233,423$6.0B8.77%Share
23CAPITAL WEALTH MANAGEMENT, LLC194,153$5.3B1.71%Share
24TRUSTMARK BANK TRUST DEPARTMENT216,016$5.0B0.32%Share
25COMMONWEALTH EQUITY SERVICES, LLC218,668$5.0B6.67%Share
26Asset Allocation Strategies LLC178,918$4.9B0.90%Share
27UBS Group AG161,100$4.4B0.71%Share
28Marex Group plc182,742$4.0B25.18%Share
29ASSETMARK, INC144,553$3.9B8.05%Share
30DIVERSIFY WEALTH MANAGEMENT, LLC138,033$3.8B0.18%Share
31KRAEMATON INVESTMENT ADVISORS, INC130,066$3.5B2.83%Share
32Ignite Planners, LLC126,642$3.5B0.53%Share
33CONTINUUM WEALTH ADVISORS, LLC126,914$3.5B1.34%Share
34Invesco Ltd.119,977$3.3B0.50%Share
35US BANCORP \DE\118,316$3.2B3.78%Share
36Impact Partnership Wealth, LLC116,426$3.2B0.41%Share
37ROYAL BANK OF CANADA143,861$3.0B0.49%Share
38Glassy Mountain Advisors, Inc.114,648$3.0B0.91%Share
39Allianz Asset Management GmbH124,200$3.0B3.03%Share
40OneDigital Investment Advisors LLC113,966$3.0B29.40%Share
41RAYMOND JAMES FINANCIAL INC119,591$3.0B0.93%Share
42Cornerstone Planning Group LLC106,937$2.9B0.46%Share
43MANNING & NAPIER ADVISORS LLC99,055$2.7B35.17%Share
44Addison Capital Co89,813$2.5B0.61%Share
45Parcion Private Wealth LLC89,381$2.4B0.15%Share
46FORTE ASSET MANAGEMENT LLC78,481$2.1B0.97%Share
47FOCUS Wealth Advisors, LLC74,993$2.0B0.95%Share
48OSAIC HOLDINGS, INC.97,353$2.0B2.92%Share
49FIRST CITIZENS BANK & TRUST CO91,853$2.0B0.04%Share
50NOVARE CAPITAL MANAGEMENT LLC81,579$2.0B0.15%Share

FALN Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025295$706.1B+139
Q3 2025156$504.4B-89
Q2 2025245$831.5B-32
Q1 2025277$1.4T+50
Q4 2024227$283.3T+42
Q3 2024185$397.3T+4
Q2 2024181$299.2T+13
Q1 2024168$272.7T—

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As of Q4 2025, 50 institutional investors hold FALN (iShares Fallen Angels USD Bond ETF). The largest holder is BANK OF AMERICA CORP /DE/ with $100.0B in shares. This quarter, 11 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own FALN?

As of Q4 2025, 50 institutional investors report holding FALN (iShares Fallen Angels USD Bond ETF) in their 13F filings.

Who is the largest institutional holder of FALN?

The largest institutional holder of FALN is BANK OF AMERICA CORP /DE/ with $100.0B in shares.

Is institutional ownership of FALN increasing or decreasing?

This quarter, 11 institutions opened new positions in FALN and 2 closed their positions.