13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundInflation hedgeYield
FALN

ISHARES FALLEN ANGELS ETF

311 institutions still hold ISHARES FALLEN ANGELS ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46435G474·Exchange Traded Fund·311 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 5.0%
vs prior quarter
13F value held
$762M
61.0% inst. owned
of float
Holders
311
+4 QoQ
filers reporting
Activity
+12 / −65
+867 added · −774 reduced
this quarter
Concentration
26.37%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

311 institutions reported FALN in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 26.4% of the visible book. +4 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$201M7.5M0.01%Q1 202602
MORGAN STANLEY
CIK 0000895421
$97M3.6M0.01%Q1 202603
Annex Advisory Services, LLC
CIK 0001542287
$81M3.0M1.52%Q1 202604
LPL Financial LLC
CIK 0001403438
$62M2.3M0.02%Q1 202605
Invesco Ltd.
CIK 0000914208
$37M1.4M0.01%Q1 202606
Allworth Financial LP
CIK 0001555170
$37M1.4M0.15%Q1 202607
ESL Trust Services, LLC
CIK 0001785545
$33M1.2M6.34%Q1 202608
ALLIANCEBERNSTEIN L.P.
CIK 0001109448
$26M959K0.01%Q1 202609
State of Tennessee, Department of Treasury
CIK 0001587973
$25M926K0.08%Q1 202610
BlackRock, Inc.
CIK 0002012383
$19M713K0.00%Q1 202611
Baker Avenue Asset Management, LP
CIK 0001432529
$18M680K0.41%Q1 202612
NOVEM GROUP
CIK 0001926783
$18M659K2.02%Q1 202613
AMERIPRISE FINANCIAL INC
CIK 0000820027
$17M634K0.00%Q1 202614
NOMURA ASSET MANAGEMENT CO LTD
CIK 0001055964
$16M596K0.04%Q1 202615
UBS Group AG
CIK 0001610520
$14M532K0.00%Q1 202616
Cetera Investment Advisers
CIK 0001666741
$14M525K0.01%Q1 202617
State of New Jersey Common Pension Fund D
CIK 0001483066
$14M525K0.05%Q1 202618
Creative Planning
CIK 0001540235
$13M474K0.01%Q1 202619
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$10M378K0.00%Q1 202620
Breakwater Capital Group
CIK 0001964309
$10M360K1.29%Q1 2026
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