13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
FALN

ISHARES FALLEN ANGELS ETF

309 institutions still hold ISHARES FALLEN ANGELS ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46435G474·Exchange Traded Fund·309 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$795M
visible holders
Holders
309
filers reporting
Concentration
25.16%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q2 2026

309 institutions reported FALN in Q2 2026. BANK OF AMERICA CORP /DE/ leads at 25.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$200M7.3M0.01%Q2 202602
MORGAN STANLEY
CIK 0000895421
$125M4.6M0.01%Q2 202603
Municipal Employees' Retirement System of Michigan
CIK 0001588873
$98M3.7M1.11%Q1 202604
LPL Financial LLC
CIK 0001403438
$57M2.1M0.01%Q2 202605
Allworth Financial LP
CIK 0001555170
$35M1.3M0.15%Q2 202606
ESL Trust Services, LLC
CIK 0001785545
$34M1.2M5.77%Q2 202607
POTOMAC FUND MANAGEMENT INC /ADV
CIK 0000826000
$30M1.1M0.75%Q2 202608
ALLIANCEBERNSTEIN L.P.
CIK 0001109448
$26M959K0.01%Q1 202609
BlackRock, Inc.
CIK 0002012383
$20M734K0.00%Q2 202610
Baker Avenue Asset Management, LP
CIK 0001432529
$19M704K0.36%Q2 202611
NOVEM GROUP
CIK 0001926783
$19M687K1.89%Q2 202612
UBS Group AG
CIK 0001610520
$18M649K0.00%Q2 202613
AMERIPRISE FINANCIAL INC
CIK 0000820027
$16M605K0.00%Q2 202614
TOEWS CORP /ADV
CIK 0000932000
$16M604K2.40%Q2 202615
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$16M582K0.04%Q1 202616
Cetera Investment Advisers
CIK 0001666741
$14M532K0.01%Q2 202617
State of New Jersey Common Pension Fund D
CIK 0001483066
$14M525K0.05%Q2 202618
Creative Planning
CIK 0001540235
$14M499K0.01%Q2 202619
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$13M472K0.01%Q2 202620
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$12M424K0.01%Q2 2026
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