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

ISHARES FALLEN ANGELS ETF

310 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·310 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$786M
visible holders
Holders
310
filers reporting
Concentration
25.56%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

310 institutions reported FALN in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 25.6% 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
$201M7.5M0.01%Q1 202602
Municipal Employees' Retirement System of Michigan
CIK 0001588873
$98M3.7M1.11%Q1 202603
MORGAN STANLEY
CIK 0000895421
$97M3.6M0.01%Q1 202604
LPL Financial LLC
CIK 0001403438
$62M2.3M0.02%Q1 202605
Invesco Ltd.
CIK 0000914208
$37M1.4M0.00%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
NOVEM GROUP
CIK 0001926783
$19M687K1.89%Q2 202612
Baker Avenue Asset Management, LP
CIK 0001432529
$18M680K0.41%Q1 202613
AMERIPRISE FINANCIAL INC
CIK 0000820027
$17M634K0.00%Q1 202614
NOMURA ASSET MANAGEMENT CO LTD
CIK 0001055964
$16M596K0.04%Q1 202615
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$16M582K0.04%Q1 202616
UBS Group AG
CIK 0001610520
$14M532K0.00%Q1 202617
Cetera Investment Advisers
CIK 0001666741
$14M525K0.01%Q1 202618
State of New Jersey Common Pension Fund D
CIK 0001483066
$14M525K0.05%Q1 202619
Creative Planning
CIK 0001540235
$13M474K0.01%Q1 202620
Breakwater Capital Group
CIK 0001964309
$11M386K1.26%Q2 2026
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