Who owns iShares Fallen Angels USD Bond ETF?
Institutional ownership of FALN from SEC Form 13F filings across 184 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
184
13F holders
$810.0M
value, 2026 filers
51.7%
of shares outstanding (31.4M sh)
22
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of FALN's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 7.3M | $200.0M | 0.0% | 12.1% | -2.4% |
| 2 | MORGAN STANLEY | 4.6M | $125.0M | 0.0% | 7.6% | +26.7% |
| 3 | LPL Financial LLC | 2.1M | $56.5M | 0.0% | 3.4% | -10.8% |
| 4 | Cambridge Investment Research Advisors, Inc. | 1.4M | $37,006 | 0.1% | 2.2% | +133.6% |
| 5 | Allworth Financial LP | 1.3M | $35.0M | 0.1% | 2.1% | -7.5% |
| 6 | ESL Trust Services, LLC | 1.2M | $33.8M | 5.8% | 2% | -0.1% |
| 7 | ALLIANCEBERNSTEIN L.P. | 907,827 | $24.3M | 0.0% | 1.5% | -5.3% |
| 8 | BlackRock, Inc. | 733,783 | $20.0M | 0.0% | 1.2% | +3.0% |
| 9 | Baker Avenue Asset Management, LP | 703,879 | $19.2M | 0.4% | 1.2% | +3.4% |
| 10 | UBS Group AG | 648,895 | $17.7M | 0.0% | 1.1% | +21.9% |
| 11 | AMERIPRISE FINANCIAL INC | 604,624 | $16.5M | 0.0% | 1% | -4.7% |
| 12 | Cetera Investment Advisers | 532,067 | $14.5M | 0.0% | 0.9% | +1.3% |
| 13 | State of New Jersey Common Pension Fund D | 525,000 | $14.3M | 0.0% | 0.9% | 0.0% |
| 14 | Creative Planning | 498,771 | $13.6M | 0.0% | 0.8% | +5.3% |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 472,066 | $12.9M | 0.0% | 0.8% | +42.0% |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 424,095 | $11.6M | 0.0% | 0.7% | +19.9% |
| 17 | NOMURA ASSET MANAGEMENT CO LTD | 402,800 | $11.0M | 0.0% | 0.7% | -32.4% |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 398,716 | $10.9M | 0.0% | 0.7% | +5.4% |
| 19 | EP Wealth Advisors, LLC | 349,138 | $9.5M | 0.0% | 0.6% | +1469.5% |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 262,227 | $7.1M | 0.0% | 0.4% | +0.9% |
| 21 | OSAIC HOLDINGS, INC. | 248,381 | $6.8M | 0.0% | 0.4% | -16.6% |
| 22 | GREAT VALLEY ADVISOR GROUP, INC. | 232,824 | $6.3M | 0.1% | 0.4% | +5.1% |
| 23 | FIRST CITIZENS BANK & TRUST CO | 197,913 | $5.4M | 0.1% | 0.3% | +2.8% |
| 24 | Thrivent Financial for Lutherans | 179,144 | $4,880 | 0.0% | 0.3% | +1843.0% |
| 25 | JPMORGAN CHASE & CO | 163,778 | $4.5M | 0.0% | 0.3% | +27.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.