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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, State Of Tennessee, Department Of Treasury, Alliancebernstein L.P., Ameriprise Financial Inc, and Cetera Investment Advisers.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Arete Wealth Advisors, Llc | Buy | +11,266 | — | 11,266 | $307.57K | Q4 2025 | Aug 11, 2026 |
| Independent Financial Group, Llc | Sell | -24 | -0.1% | 16,064 | $438.54K | Q4 2025 | May 15, 2026 |
| Vision Retirement, Llc | Buy | +587 | — | 587 | $16.02K | Q4 2025 | May 07, 2026 |
| Bravera Wealth | Buy | +734 | — | 734 | $20.04K | Q4 2025 | Apr 22, 2026 |
| Bank Of New Hampshire | Buy | +7,782 | — | 7,782 | $212.45K | Q4 2025 | Mar 16, 2026 |
| Strategic Investment Solutions, Inc. | Buy | +1,207 | — | 1,207 | $32.95K | Q4 2025 | Feb 27, 2026 |
| Sunbelt Securities, Inc. | Buy | +3,146 | — | 3,146 | $85.87K | Q4 2025 | Feb 20, 2026 |
| Corient Private Wealth Llc | Buy | +11,268 | — | 11,268 | $307.97K | Q4 2025 | Feb 19, 2026 |
| Mcguire Capital Advisors Inc | Buy | +3,724 | — | 3,724 | $101.66K | Q4 2025 | Feb 19, 2026 |
| State Of Tennessee, Department Of Treasury | Buy | +2,328,300 | — | 2,328,300 | $64.19M | Q4 2025 | Feb 18, 2026 |
| Raymond James Financial Inc | Buy | +139,635 | — | 139,635 | $3.81M | Q4 2025 | Feb 18, 2026 |
| First Citizens Bank & Trust Co | Buy | +91,853 | — | 91,853 | $2.51M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +47,031 | — | 47,031 | $1.28M | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +38,695 | — | 38,695 | $1.06M | Q4 2025 | Feb 18, 2026 |
| Sierra Capital Llc | Buy | +31,185 | — | 31,185 | $851.00K | Q4 2025 | Feb 18, 2026 |
| Ep Wealth Advisors, Llc | Buy | +7,574 | — | 7,574 | $206.76K | Q4 2025 | Feb 18, 2026 |
| Vermillion & White Wealth Management Group, Llc | Buy | +565 | — | 565 | $15.43K | Q4 2025 | Feb 18, 2026 |
| Ameriflex Group, Inc. | Buy | +26 | — | 26 | $705.00 | Q4 2025 | Feb 18, 2026 |
| Bank Of America Corp | Buy | +7,267,294 | — | 7,267,294 | $198.40M | Q4 2025 | Feb 17, 2026 |
| Alliancebernstein L.P. | Buy | +1,040,030 | — | 1,040,030 | $28.39M | Q4 2025 | Feb 17, 2026 |
| Ameriprise Financial Inc | Buy | +684,359 | — | 684,359 | $18.69M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +532,933 | — | 532,933 | $14.55M | Q4 2025 | Feb 17, 2026 |
| Creative Planning | Buy | +496,932 | — | 496,932 | $13.57M | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, Llc | Buy | +385,767 | — | 385,767 | $10.53M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +330,776 | — | 330,776 | $9.03M | Q4 2025 | Feb 17, 2026 |
| Ashford Capital Management Inc | Buy | +239,038 | — | 239,038 | $6.53M | Q4 2025 | Feb 17, 2026 |
| Trustmark Bank Trust Department | Buy | +216,016 | — | 216,016 | $5.90M | Q4 2025 | Feb 17, 2026 |
| Insight Wealth Partners, Llc | Buy | +174,199 | — | 174,199 | $4.76M | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +144,263 | — | 144,263 | $3.94M | Q4 2025 | Feb 17, 2026 |
| D L Carlson Investment Group Inc | Buy | +92,513 | — | 92,513 | $2.53M | Q4 2025 | Feb 17, 2026 |
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.