ISHARES FALLEN ANGELS ETF (FALN) Institutional Ownership

FALN is currently held by 1 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.27M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $2.27M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's FALN position is now estimated to be worth approximately $2.30M, representing an estimated gain of +1.42% since the filing period.

Major shareholders tracked on this page include Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks smart money ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward ISHARES FALLEN ANGELS ETF (FALN).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20261$2,267,24684,852
Q4 20251$3,043,628111,488
Q3 20252$5,922,386213,189
Q2 20251$2,634,86097,084
Q1 20251$487,57818,200
Q4 20241$677,98025,383
Q3 20241$2,359,44286,300
Q1 20241$1,23245,863
Q4 20231$1,11742,300
Q2 20231$57622,700
Q4 20221$1,07143,500
Q1 20221$3,380121,768
FALN Institutional Ownership and 13F Activity Q1 2026 | InsiderSet