ISHARES FALLEN ANGELS ETF FALN
$27.17
+0.2% 52w: $25.18 – $27.17
Latest 13F among current holders filed 5 days ago (Jun 30, 2026)
Price — last 12 months
research preview data25.1826.1827.17
Jun 20, 2025 Jul 2, 2026
Institutional holders
295
-6 QoQ
13F value
$1.21B
-6.2% QoQ
Smart-money holders
7
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$320K calls / — puts
Institutional value by quarter
Number of holders
Who owns FALN?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 7.5M | $200.9M | 0.0% | +3.5% |
| Municipal Employees' Retirement System of Michigan | Wealth advisor | 3.7M | $97.7M | 1.1% | Held |
| MORGAN STANLEY | Bank broker | 3.6M | $96.8M | 0.0% | +5.3% |
| Annex Advisory Services, LLC | Wealth advisor | 3.0M | $81.2M | 1.5% | New |
| LPL Financial LLC | Bank broker | 2.3M | $62.2M | 0.0% | -4.2% |
| Invesco Ltd. | Index provider | 1.4M | $37.3M | 0.0% | -1.2% |
| Allworth Financial LP | Wealth advisor | 1.4M | $37.1M | 0.2% | +4.2% |
| ESL Trust Services, LLC | Wealth advisor | 1.2M | $33.2M | 6.3% | -0.5% |
| ALLIANCEBERNSTEIN L.P. | Long only active | 959.0K | $26.2M | 0.0% | -7.8% |
| State of Tennessee, Department of Treasury | Diversified mechanical | 926.0K | $24.7M | 0.1% | -60.2% |
| BlackRock, Inc. | Index provider | 712.5K | $19.0M | 0.0% | -22.7% |
| Baker Avenue Asset Management, LP | Other | 680.5K | $18.2M | 0.4% | -6.8% |
| NOVEM GROUP | Wealth advisor | 659.2K | $17.6M | 2.0% | +4.7% |
| AMERIPRISE FINANCIAL INC | Bank broker | 634.4K | $17.0M | 0.0% | -7.3% |
| NOMURA ASSET MANAGEMENT CO LTD | Diversified mechanical | 596.1K | $15.9M | 0.0% | +0.3% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 581.6K | $15.5M | 0.0% | +59.8% |
| UBS Group AG | Bank broker | 532.1K | $14.2M | 0.0% | -3.4% |
| Cetera Investment Advisers | Wealth advisor | 525.4K | $14.0M | 0.0% | -1.4% |
| State of New Jersey Common Pension Fund D | Diversified mechanical | 525.0K | $14.0M | 0.1% | +50.0% |
| Creative Planning | Wealth advisor | 473.7K | $12.7M | 0.0% | -4.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 378.4K | $10.1M | 0.0% | +13.1% |
| Breakwater Capital Group | Wealth advisor | 359.6K | $9.6M | 1.3% | +5.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 353.7K | $9.5M | 0.0% | +61.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 332.5K | $8.9M | 0.0% | +97.4% |
| Private Advisor Group, LLC | Wealth advisor | 316.8K | $8.5M | 0.0% | -17.9% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 297.7K | $8.0M | 0.0% | -10.0% |
| ASHFORD CAPITAL MANAGEMENT INC ★2 | Fundamental diversified | 294.0K | $7.9M | 1.0% | +23.0% |
| Scarborough Advisors, LLC | Wealth advisor | 273.7K | $7.3M | 0.8% | +2.1% |
| HF Advisory Group, LLC | Other | 268.8K | $7.2M | 2.4% | +9.5% |
| Prepared Retirement Institute LLC | Wealth advisor | 266.5K | $7.1M | 3.5% | -0.9% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 260.0K | $7.0M | 0.0% | -24.6% |
| CAPITAL WEALTH MANAGEMENT, LLC | Wealth advisor | 243.8K | $6.5M | 1.8% | +25.6% |
| Marex Group plc | Quant stat arb | 239.7K | $6.4M | 0.1% | +31.2% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 221.6K | $5.9M | 0.1% | -3.6% |
| FIRST CITIZENS BANK & TRUST CO | Wealth advisor | 192.6K | $5.1M | 0.1% | +109.7% |
| Insight Wealth Partners, LLC | Wealth advisor | 184.1K | $4.9M | 2.0% | +5.7% |
| Kestra Advisory Services, LLC | Wealth advisor | 179.5K | $4.8M | 0.0% | +9.5% |
| GOLDMAN SACHS GROUP INC | Bank broker | 171.5K | $4.6M | 0.0% | -59.6% |
| Asset Allocation Strategies LLC | Wealth advisor | 171.1K | $4.6M | 0.8% | -4.4% |
| TRUSTMARK BANK TRUST DEPARTMENT | Wealth advisor | 170.2K | $4.5M | 0.3% | -21.2% |
| ASSETMARK, INC | Wealth advisor | 167.2K | $4.5M | 0.0% | +15.7% |
| OLD MISSION CAPITAL LLC | Wealth advisor | 162.8K | $4.4M | 0.1% | +203.3% |
| Transamerica Financial Advisors, LLC | Wealth advisor | 160.7K | $4.3M | 0.4% | -6.6% |
| Impact Partnership Wealth, LLC | Wealth advisor | 157.0K | $4.2M | 0.5% | +34.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 150.4K | $4.0M | 0.0% | +7.7% |
| Liberty Atlantic Advisors LLC | Wealth advisor | 135.5K | $3.6M | 3.1% | +63.6% |
| Ignite Planners, LLC | Wealth advisor | 132.9K | $3.6M | 0.5% | +5.0% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | Wealth advisor | 129.4K | $3.5M | 0.1% | -6.2% |
| KRAEMATON INVESTMENT ADVISORS, INC | Wealth advisor | 127.8K | $3.4M | 2.8% | -1.7% |
| US BANCORP \DE\ | Wealth advisor | 127.2K | $3.4M | 0.0% | +3.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.