Who Owns ISHARES FALLEN ANGELS ETF (FALN)? -- Institutional Holders (2026-06-30)
330 institutions reported holding $1.19B of ISHARES FALLEN ANGELS ETF (FALN) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($200.0M), Municipal Employees' Retirement System of Michigan ($126.9M), MORGAN STANLEY ($125.0M), LPL Financial LLC ($56.5M), Allworth Financial LP ($35.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $200.0M | 7.3M | Trimmed |
| 2 | Municipal Employees' Retirement System of Michigan | $126.9M | 4.7M | Added |
| 3 | MORGAN STANLEY | $125.0M | 4.6M | Added |
| 4 | LPL Financial LLC | $56.5M | 2.1M | Trimmed |
| 5 | Allworth Financial LP | $35.0M | 1.3M | Trimmed |
| 6 | ESL Trust Services, LLC | $33.8M | 1.2M | Trimmed |
| 7 | POTOMAC FUND MANAGEMENT INC /ADV | $29.9M | 1.1M | New |
| 8 | ALLIANCEBERNSTEIN L.P. | $24.3M | 907,827 | Trimmed |
| 9 | BlackRock, Inc. | $20.0M | 733,783 | Added |
| 10 | Baker Avenue Asset Management, LP | $19.2M | 703,879 | Added |
| 11 | NOVEM GROUP | $18.7M | 687,045 | Added |
| 12 | Cambridge Investment Research Advisors, Inc. | $18.5M | 679,267 | Added |
| 13 | UBS Group AG | $17.7M | 648,895 | Added |
| 14 | AMERIPRISE FINANCIAL INC | $16.5M | 604,624 | Trimmed |
| 15 | TOEWS CORP /ADV | $16.5M | 603,900 | New |
| 16 | Cetera Investment Advisers | $14.5M | 532,067 | Added |
| 17 | State of New Jersey Common Pension Fund D | $14.3M | 525,000 | Hold |
| 18 | Creative Planning | $13.6M | 498,771 | Added |
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $12.9M | 472,066 | Added |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $11.6M | 424,095 | Added |
| 21 | NOMURA ASSET MANAGEMENT CO LTD | $11.0M | 402,800 | Trimmed |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $10.9M | 398,716 | Added |
| 23 | Breakwater Capital Group | $10.5M | 385,762 | Added |
| 24 | EP Wealth Advisors, LLC | $9.5M | 349,138 | Added |
| 25 | HF Advisory Group, LLC | $8.0M | 294,108 | Added |
Source: SEC Form 13F filings · as of 2026-06-30