ISHARES FALLEN ANGELS ETF (FALN) Top Institutional Shareholders
ISHARES FALLEN ANGELS ETF (FALN) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $1.08B in FALN holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of FALN tracked by InsiderSet, reporting ownership valued at approximately $200.93M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $203.79M, representing an estimated gain of +1.42% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% of the total disclosed FALN value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Annex Advisory Services, Llc, and several other long-term asset managers with concentrated positions in ISHARES FALLEN ANGELS ETF (FALN).
This page ranks the largest institutional FALN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
290
Total Reported Value
$1.08B
Largest Holder
Bank Of America Corp
Largest Position
$200.93M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
82
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.01% | 7,519,795 | $200,928,917 | $203,786,445 | +$2,857,528 | +1.42% | |
| Morgan Stanley | 0.01% | 3,622,871 | $96,803,139 | $98,179,804 | +$1,376,665 | +1.42% | |
| Annex Advisory Services, Llc | 1.52% | 3,038,602 | $81,191,446 | $82,346,114 | +$1,154,668 | +1.42% | |
| Lpl Financial Llc | 0.02% | 2,328,235 | $62,210,427 | $63,095,169 | +$884,742 | +1.42% | |
| Invesco Ltd. | 0.01% | 1,395,228 | $37,280,492 | $37,810,679 | +$530,187 | +1.42% | |
| Allworth Financial Lp | 0.15% | 1,389,487 | $37,127,090 | $37,655,098 | +$528,008 | +1.42% | |
| Esl Trust Services, Llc | 6.34% | 1,242,649 | $33,203,587 | $33,675,788 | +$472,201 | +1.42% | |
| Alliancebernstein L.P. | 0.01% | 959,010 | $26,180,973 | $25,989,171 | -$191,802 | -0.73% | |
| State Of Tennessee, Department Of Treasury | 0.08% | 926,000 | $24,742,720 | $25,094,600 | +$351,880 | +1.42% | |
| Blackrock, Inc. | 0.00% | 712,523 | $19,038,610 | $19,309,373 | +$270,763 | +1.42% | |
| Baker Avenue Asset Management, Lp | 0.41% | 680,484 | $18,182,525 | $18,441,116 | +$258,591 | +1.42% | |
| Novem Group | 2.03% | 659,177 | $17,613,196 | $17,863,697 | +$250,501 | +1.42% | |
| Ameriprise Financial Inc | 0.00% | 634,413 | $16,950,313 | $17,192,592 | +$242,279 | +1.43% | |
| Nomura Asset Management Co Ltd | 0.04% | 596,100 | $15,927,792 | $16,154,310 | +$226,518 | +1.42% | |
| Ubs Group Ag | 0.00% | 532,107 | $14,217,899 | $14,420,100 | +$202,201 | +1.42% | |
| Cetera Investment Advisers | 0.01% | 525,443 | $14,039,843 | $14,239,505 | +$199,662 | +1.42% | |
| State Of New Jersey Common Pension Fund D | 0.05% | 525,000 | $14,028,000 | $14,227,500 | +$199,500 | +1.42% | |
| Creative Planning | 0.01% | 473,715 | $12,657,664 | $12,837,677 | +$180,013 | +1.42% | |
| Envestnet Asset Management Inc | 0.00% | 378,397 | $10,110,764 | $10,254,559 | +$143,795 | +1.42% | |
| Breakwater Capital Group | 1.29% | 359,635 | $9,609,453 | $9,746,109 | +$136,656 | +1.42% | |
| Commonwealth Equity Services, Llc | 0.01% | 353,749 | $9,452,170 | $9,586,598 | +$134,428 | +1.42% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 332,516 | $8,884,833 | $9,011,184 | +$126,351 | +1.42% | |
| Private Advisor Group, Llc | 0.04% | 316,837 | $8,465,865 | $8,586,283 | +$120,418 | +1.42% | |
| Osaic Holdings, Inc. | 0.01% | 297,689 | $7,955,012 | $8,067,372 | +$112,360 | +1.41% | |
| Ashford Capital Management Inc | 0.97% | 294,018 | $7,856,161 | $7,967,888 | +$111,727 | +1.42% | |
| Scarborough Advisors, Llc | 0.80% | 273,741 | $7,314,364 | $7,418,381 | +$104,017 | +1.42% | |
| Hf Advisory Group, Llc | 2.45% | 268,800 | $7,182,324 | $7,284,480 | +$102,156 | +1.42% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 259,997 | $6,963,593 | $7,045,919 | +$82,326 | +1.18% | |
| Petix & Botte Co | 1.74% | 246,470 | $6,585,628 | $6,679,337 | +$93,709 | +1.42% | |
| Capital Wealth Management, Llc | 1.76% | 243,797 | $6,514,269 | $6,606,899 | +$92,630 | +1.42% | |
| Marex Group Plc | 0.07% | 239,710 | $6,405,051 | $6,496,141 | +$91,090 | +1.42% | |
| Great Valley Advisor Group, Inc. | 0.11% | 221,612 | $5,921,236 | $6,005,685 | +$84,449 | +1.43% | |
| First Citizens Bank & Trust Co | 0.11% | 192,570 | $5,145,470 | $5,218,647 | +$73,177 | +1.42% | |
| Insight Wealth Partners, Llc | 1.99% | 184,138 | $4,920,168 | $4,990,140 | +$69,972 | +1.42% | |
| Kestra Advisory Services, Llc | 0.02% | 179,502 | $4,796,283 | $4,864,504 | +$68,221 | +1.42% | |
| Goldman Sachs Group Inc | 0.00% | 171,504 | $4,582,587 | $4,647,758 | +$65,171 | +1.42% | |
| Asset Allocation Strategies Llc | 0.81% | 171,094 | $4,571,636 | $4,636,647 | +$65,011 | +1.42% | |
| Trustmark Bank Trust Department | 0.29% | 170,249 | $4,549,053 | $4,613,748 | +$64,695 | +1.42% | |
| Assetmark, Inc | 0.01% | 167,214 | $4,467,958 | $4,531,499 | +$63,541 | +1.42% | |
| Old Mission Capital Llc | 0.10% | 162,810 | $4,350,283 | $4,412,151 | +$61,868 | +1.42% | |
| Transamerica Financial Advisors, Llc | 0.37% | 160,740 | $4,294,981 | $4,356,054 | +$61,073 | +1.42% | |
| Impact Partnership Wealth, Llc | 0.52% | 156,997 | $4,194,960 | $4,254,619 | +$59,659 | +1.42% | |
| Raymond James Financial Inc | 0.00% | 150,432 | $4,019,542 | $4,076,707 | +$57,165 | +1.42% | |
| Liberty Atlantic Advisors Llc | 3.09% | 135,496 | $3,620,460 | $3,671,942 | +$51,482 | +1.42% | |
| Ignite Planners, Llc | 0.55% | 132,916 | $3,558,779 | $3,602,024 | +$43,245 | +1.22% | |
| Diversify Wealth Management, Llc | 0.06% | 129,431 | $3,504,353 | $3,507,580 | +$3,227 | +0.09% | |
| Kraematon Investment Advisors, Inc | 2.78% | 127,837 | $3,415,796 | $3,464,383 | +$48,587 | +1.42% | |
| Us Bancorp \De\ | 0.00% | 127,200 | $3,398,783 | $3,447,120 | +$48,337 | +1.42% | |
| Mml Investors Services, Llc | 0.01% | 124,483 | $3,326,183 | $3,373,489 | +$47,306 | +1.42% | |
| Allianz Asset Management Gmbh | 0.00% | 124,200 | $3,318,624 | $3,365,820 | +$47,196 | +1.42% |
Frequently asked questions about FALN
Who owns the most FALN stock?
The largest holders of FALN are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES FALLEN ANGELS ETF (FALN).
Is FALN widely held by superinvestors?
Many widely followed stocks like FALN appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FALN is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.