ISHARES FALLEN ANGELS ETF (FALN) Institutional Ownership Changes & 13F Activity

ISHARES FALLEN ANGELS ETF (FALN). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Marex Group Plc, Bank Of America Corp, Thrivent Financial For Lutherans, and Invesco Ltd..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Security National Bank Of Sioux City IowaBuy+2,5222,522$68.70KQ2 2026Sep 18, 2026
Integrated Wealth Concepts LlcSell-9,021-19.1%38,297$1.04MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+8,2698,269$225.25KQ2 2026Sep 02, 2026
Atx Financial Planning, LlcBuy+16,148+21.0%93,146$2.54MQ2 2026Aug 20, 2026
Kingsview Wealth Management, LlcBuy+45,753+159.2%74,491$2.03MQ2 2026Aug 19, 2026
Mercer Global Advisors IncSell-5,736-16.2%29,726$809.74KQ2 2026Aug 19, 2026
Equitable Holdings, Inc.Buy+8,093+22.0%44,897$1.22MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcSell-3,954-2.5%156,786$4.27MQ2 2026Aug 17, 2026
Asset Allocation Strategies LlcSell-2,273-1.3%168,821$4.60MQ2 2026Aug 17, 2026
Balanced Rock Investment Advisors LlcBuy+988+7.8%13,631$371.31KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+604,624604,624$16.48MQ2 2026Aug 14, 2026
Marex Group PlcSell-186,188-77.7%53,522$1.46MQ2 2026Aug 14, 2026
Bank Of America CorpSell-177,763-2.4%7,342,032$200.00MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+169,924+1843.0%179,144$4.88MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+104,262104,262$2.84MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+98,738+622.0%114,613$3.12MQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-98,090-57.2%73,414$2.00MQ2 2026Aug 14, 2026
Insigneo Advisory Services, LlcBuy+75,08975,089$2.05MQ2 2026Aug 14, 2026
Alliancebernstein L.P.Sell-51,183-5.3%907,827$24.26MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-49,308-16.6%248,381$6.77MQ2 2026Aug 14, 2026
Gts Securities LlcBuy+41,85541,855$1.14MQ2 2026Aug 14, 2026
Pinnacle Financial Partners, Inc.Buy+14,98814,988$408.30KQ2 2026Aug 14, 2026
Qube Research & Technologies LtdBuy+12,65212,652$344.64KQ2 2026Aug 14, 2026
Flow Traders U.S. LlcBuy+11,82211,822$322.00KQ2 2026Aug 14, 2026
Curi Capital, LlcBuy+11,75011,750$320.07KQ2 2026Aug 14, 2026
Hyundai Investments Co., Ltd.Buy+11,537+91.7%24,116$656.86KQ2 2026Aug 14, 2026
Invst, LlcBuy+10,71810,718$291.95KQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+9,5899,589$261.20KQ2 2026Aug 14, 2026
Manning & Napier Advisors LlcBuy+9,133+9.0%110,693$3.02MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+6,538+48.1%20,139$547.58KQ2 2026Aug 14, 2026
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Frequently asked questions about FALN activity

  • Which institutional owners are buying FALN?

    Institutional owners buying FALN include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in FALN activity?

    "Buy" means an investor increased their reported position in FALN compared to the prior reporting period. This reflects growing exposure to ISHARES FALLEN ANGELS ETF (FALN) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in FALN increasing?

    Institutional interest in FALN can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.