iShares Fallen Angels ETFFALNETF
13F holders, Q1 2025 (March 31)278holders +7
29new positions
19sold out
2famous investors
$26.78avg. 13F price*
At the end of Q1 2025, 278 institutions reported holding iShares Fallen Angels ETF (FALN) in their 13F filings, up 7 from Q4 2024. 29 opened new positions and 19 sold out. The largest holders were Mather Group, Llc. ($271.5M), Bank of America Corp. ($166.4M) and State of Tennessee, Department of Treasury ($76.2M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares Fallen Angels ETF
- CUSIP
- 46435G474
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $89.7M |
| Exits | 19 | $20.6M |
All 13F filers, Q4 2024 → Q1 2025: 10,996,342 shares bought and 2,059,649 shares sold, net +8,936,693 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 278 holders
| Mather Group, Llc. | 3.14% | Add +5.9% | 10,133,769 | $271.5M |
| Bank of America Corp. | 0.01% | Add +14.3% | 6,213,077 | $166.4M |
| State of Tennessee, Department of Treasury | 0.29% | Add +387.6% | 2,846,209 | $76.2M |
| Morgan Stanley | 0.01% | Add +7.7% | 2,818,629 | $75.5M |
| Envestnet Asset Management Inc. | 0.02% | Add +16.2% | 2,507,567 | $67.2M |
| Ameriprise Financial Inc. | 0.01% | Add +29.9% | 2,068,827 | $55.4M |
| LPL Financial LLC | 0.02% | Add +4.1% | 2,064,761 | $55.3M |
| Varma Mutual Pension Insurance Co | 0.46% | New | 2,000,000 | $53.6M |
| Betterment LLC | 0.10% | Add +37.3% | 1,634,802 | $43.8M |
| Angeles Investment Advisors, LLC | 1.87% | No change | 1,294,400 | $34.7M |
| Allworth Financial LP | 0.19% | Add +3.5% | 1,249,377 | $32.8M |
| ESL Trust Services, LLC | 6.82% | Add +1.2% | 1,128,608 | $30.2M |
| UBS Group AG | 0.01% | Add +10.0% | 1,078,116 | $28.9M |
| Alliancebernstein L.P. | 0.01% | No change | 1,040,030 | $27.9M |
| BlackRock, Inc. | 0.00% | Add +15.0% | 936,638 | $25.1M |
| OneDigital Investment Advisors LLC | 0.29% | Add +16.3% | 899,744 | $24.1M |
| Ocean Park Asset Management, LLC | 0.76% | No change | 799,500 | $21.4M |
| Nomura Asset Management Co. Ltd. | 0.06% | Reduce -47.2% | 750,884 | $20.1M |
| MML Investors Services, LLC | 0.06% | Add +8.1% | 650,205 | $17.4M |
| Procyon Advisors, LLC | 0.95% | Add +11.1% | 586,088 | $15.7M |
| Jane Street Group, LLC | 0.03% | New | 571,329 | $15.3M |
| Novem Group | 2.03% | Add +9.5% | 537,346 | $14.4M |
| Cetera Investment Advisers | 0.03% | Add +9.8% | 532,642 | $14.3M |
| Creative Planning | 0.01% | Add +4.7% | 499,746 | $13.4M |
| Independence Financial Advisors, LLC | 4.54% | — | 446,140 | $12.0M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +42.1% | 438,649 | $11.8M |
| Private Advisor Group, LLC | 0.06% | Add +713.6% | 372,180 | $10.0M |
| Raymond James Financial Inc. | 0.00% | Add +126.9% | 370,217 | $9.9M |
| Breakwater Capital Group | 1.66% | Add +8.9% | 347,993 | $9.3M |
| Country Trust Bank | 0.21% | No change | 306,000 | $8.2M |
| Royal Bank of Canada | 0.00% | Add +32.3% | 301,573 | $8.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +193.8% | 286,158 | $7.7M |
| Cwm, LLC | 0.03% | Add +1.0% | 276,552 | $7.4M |
| Asset Allocation Strategies LLC | 1.74% | Reduce -5.5% | 260,888 | $7.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -7.5% | 247,872 | $6.6M |
| Prepared Retirement Institute LLC | 4.07% | Reduce -15.1% | 237,938 | $6.4M |
| United Capital Financial Advisors, LLC | 0.05% | Add +3.5% | 235,145 | $6.3M |
| Trustmark Bank Trust Department | 0.43% | Reduce -0.5% | 217,025 | $5.8M |
| Baker Avenue Asset Management, LP | 0.18% | Add +93.3% | 216,519 | $5.8M |
| Scarborough Advisors, LLC | 0.81% | Add +5.8% | 213,565 | $5.7M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +11.8% | 208,735 | $5.6M |
| Great Valley Advisor Group, Inc. | 0.11% | Add +16.5% | 193,975 | $5.2M |
| Bank of New York Mellon Corp | 0.00% | Add +30.9% | 186,796 | $5.0M |
| HF Advisory Group, LLC | 2.14% | Add +11.1% | 182,993 | $4.9M |
| Continuum Wealth Advisors, LLC | 2.37% | Add +1.9% | 172,707 | $4.6M |
| Capital Wealth Management, LLC | 1.87% | Add +8.7% | 168,629 | $4.5M |
| Coastline Trust Co | 0.56% | Add +6.8% | 166,847 | $4.5M |
| Ssi Investment Management LLC | 1.67% | New | 153,651 | $4.1M |
| Dohj, LLC | 0.91% | Add +5.3% | 149,008 | $4.0M |
| Invesco Ltd. | 0.00% | Reduce -12.6% | 148,405 | $4.0M |
| Petix & Botte Co | 1.00% | Add +40.8% | 142,340 | $3.8M |
| GTS Securities LLC | 0.16% | New | 136,913 | $3.7M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +367.1% | 128,954 | $3.5M |
| Insight Wealth Partners, LLC | 2.07% | Add +4.3% | 128,461 | $3.4M |
| Kraematon Investment Advisors, Inc. | 3.48% | Reduce -3.3% | 127,557 | $3.4M |
| Allianz Asset Management GmbH | 0.00% | Add +32.8% | 124,200 | $3.3M |
| Glassy Mountain Advisors, Inc. | 1.14% | Add +0.3% | 120,139 | $3.2M |
| Diversify Wealth Management, LLC | 0.24% | Reduce -29.1% | 121,249 | $3.2M |
| Martin Worley Group | 1.80% | Add +18.9% | 117,920 | $3.2M |
| Ignite Planners, LLC | 0.62% | Add +10.7% | 120,249 | $3.1M |
| Park Avenue Securities LLC | 0.04% | Add +20.4% | 116,012 | $3.1M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -6.0% | 107,176 | $2.9M |
| Cerity Partners LLC | 0.01% | Reduce -3.7% | 106,906 | $2.9M |
| Citadel Advisors | 0.00% | Add +83.8% | 100,650 | $2.7M |
| US Bancorp \de | 0.00% | Add +0.2% | 98,707 | $2.6M |
| World Investment Advisors | 0.07% | Reduce -34.5% | 98,538 | $2.6M |
| Citigroup Inc. | 0.00% | Reduce -10.8% | 98,454 | $2.6M |
| Impact Partnership Wealth, LLC | 0.55% | Add +2.1% | 96,188 | $2.6M |
| Cornerstone Planning Group LLC | 0.59% | Add +1.7% | 94,092 | $2.4M |
| Manning & Napier Advisors LLC | 0.03% | Reduce -0.5% | 91,230 | $2.4M |
| D L Carlson Investment Group Inc. | 0.43% | Reduce -3.3% | 82,938 | $2.2M |
| US Financial Advisors, LLC | 0.64% | Add +2.1% | 81,428 | $2.2M |
| First Citizens Bank & Trust Co. | 0.06% | Add +10.3% | 81,424 | $2.2M |
| Forte Asset Management LLC | 1.05% | No change | 78,000 | $2.1M |
| Parcion Private Wealth LLC | 0.17% | Add +9.1% | 77,682 | $2.1M |
| Central Pacific Bank - Trust Division | 0.28% | New | 73,410 | $2.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.3% | 73,222 | $2.0M |
| FOCUS Wealth Advisors, LLC | 1.08% | Add +8.0% | 73,107 | $2.0M |
| Fifth Third Securities, Inc. | 0.16% | Add +4.9% | 72,590 | $1.9M |
| IFG Advisory, LLC | 0.11% | Add +3.2% | 72,574 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +61.5% | 71,972 | $1.9M |
| Janney Montgomery Scott LLC | 0.01% | New | 71,972 | $1.9M |
| Novare Capital Management LLC | 0.17% | Add +10.0% | 70,774 | $1.9M |
| Perigon Wealth Management, LLC | 0.05% | Add +1.8% | 69,661 | $1.9M |
| Mount Lucas Management LP | 0.85% | Reduce -1.0% | 67,339 | $1.8M |
| Milestone Asset Management, LLC | 0.37% | New | 64,009 | $1.7M |
| Optivise Advisory Services LLC | 0.94% | Reduce -38.4% | 62,376 | $1.7M |
| Cumberland Partners Ltd | 0.13% | Add +34.5% | 60,800 | $1.6M |
| Old Mission Capital LLC | 0.03% | New | 60,203 | $1.6M |
| Integrated Wealth Concepts LLC | 0.02% | Add +162.7% | 59,150 | $1.6M |
| Baird Financial Group, Inc. | 0.00% | Reduce -4.5% | 54,666 | $1.5M |
| Addison Capital Co | 0.57% | Add +7.7% | 54,261 | $1.5M |
| Advisory Services Network, LLC | 0.03% | Add +265.4% | 51,551 | $1.4M |
| Stifel Financial Corp. | 0.00% | Add +33.3% | 51,029 | $1.4M |
| Wealth Advisory Solutions, LLC | 0.36% | Reduce -7.6% | 50,629 | $1.4M |
| Comerica Bank | 0.01% | Add +8.2% | 50,448 | $1.4M |
| DDFG, Inc | 0.37% | Add +25.2% | 49,630 | $1.3M |
| Principal Securities, Inc. | 0.03% | Add +19.7% | 49,683 | $1.3M |
| Ausdal Financial Partners, Inc. | 0.10% | Add +10.1% | 49,496 | $1.3M |
| Rialto Wealth Management, LLC | 0.41% | Reduce -0.2% | 48,735 | $1.3M |
| M.E. Allison & Co., Inc. | 1.27% | Add +2.6% | 47,889 | $1.3M |
| Insight Advisors, LLC/ PA | 0.22% | Add +4.5% | 46,544 | $1.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.4% | 44,643 | $1.2M |
| Strategic Financial Concepts, LLC | 0.22% | Add +0.0% | 44,203 | $1.2M |
| Geneos Wealth Management Inc. | 0.04% | Add +9.4% | 42,732 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.3% | 42,027 | $1.1M |
| Mariner, LLC | 0.00% | Add +62.7% | 40,158 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Add +4.3% | 39,261 | $1.1M |
| ORG Partners LLC | 0.26% | Add +4.1% | 37,940 | $1.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +26.5% | 35,389 | $948K |
| Client 1ST Advisory Group, LLC | 0.37% | Reduce -0.9% | 35,287 | $945K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +4.8% | 35,229 | $944K |
| Virtue Capital Management, LLC | 0.11% | Reduce -53.3% | 35,035 | $938K |
| TriaGen Wealth Management LLC | 0.33% | Add +13.8% | 34,728 | $930K |
| AE Wealth Management LLC | 0.01% | Reduce -6.7% | 34,314 | $919K |
| Oppenheimer & Co. Inc. | 0.01% | Add +10.8% | 33,982 | $910K |
| Gladstone Institutional Advisory LLC | 0.04% | New | 33,067 | $886K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -71.8% | 32,238 | $864K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -71.8% | 32,238 | $864K |
| Iams Wealth Management, LLC | 0.39% | Reduce -27.2% | 31,481 | $843K |
| Sierra Capital LLC | 0.10% | No change | 31,185 | $835K |
| Wilson & Boucher Capital Management, LLC | 0.62% | Reduce -7.5% | 30,900 | $828K |
| Simplicity Wealth,LLC | 0.06% | New | 30,791 | $825K |
| Seaview Investment Managers LLC | 0.19% | New | 29,324 | $786K |
| Exchange Bank | 0.61% | No change | 28,247 | $757K |
| Aveo Capital Partners, LLC | 0.13% | Add +59.6% | 28,807 | $755K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -3.6% | 28,007 | $750K |
| Yoder Wealth Management, Inc. | 0.42% | Reduce -1.4% | 27,546 | $738K |
| Brookstone Capital Management | 0.01% | Add +5.0% | 26,952 | $722K |
| Valley Wealth Managers, Inc. | 0.05% | Reduce -15.7% | 26,816 | $718K |
| Western Financial Corp | 0.41% | Reduce -6.6% | 26,193 | $702K |
| Freedom Investment Management, Inc. | 0.06% | Reduce -13.1% | 26,085 | $699K |
| Bright Futures Wealth Management, LLC. | 0.75% | Add +1.7% | 26,112 | $674K |
| Wealthfront Advisers LLC | 0.00% | Reduce -34.1% | 24,868 | $666K |
| LexAurum Advisors, LLC | 0.13% | Add +0.5% | 24,555 | $658K |
| Sovran Advisors, LLC | 0.08% | Add +55.0% | 25,144 | $654K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -8.7% | 24,243 | $649K |
| Farther Finance Advisors, LLC | 0.02% | Add +69.9% | 24,229 | $647K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +106.7% | 23,993 | $643K |
| L.K. Benson & Company, P.C. | 0.43% | Add +0.7% | 23,344 | $625K |
| Allie Family Office LLC | 0.34% | Add +150.5% | 22,852 | $612K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.08% | Reduce -40.9% | 20,645 | $553K |
| Aristides Capital LLC | 0.20% | No change | 19,658 | $527K |
| Ancora Advisors LLC | 0.01% | No change | 19,343 | $518K |
| Lineweaver Wealth Advisors, LLC | 0.09% | Reduce -14.9% | 19,025 | $510K |
| Manchester Capital Management LLC | 0.06% | No change | 18,957 | $508K |
| SteelPeak Wealth, LLC | 0.02% | Add +69.9% | 18,823 | $504K |
| St Germain D J Co. Inc. | 0.02% | Reduce -17.3% | 18,605 | $498K |
| Renaissance Technologies | 0.00% | Reduce -28.3% | 18,200 | $488K |
| Two West Capital Advisors LLC | 0.41% | Add +2.2% | 18,972 | $487K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.6% | 17,726 | $475K |
| Assetmark, Inc. | 0.00% | Reduce -6.4% | 17,612 | $472K |
| Susquehanna International Group, LLP | 0.00% | New | 17,496 | $469K |
| National Bank of Canada | 0.00% | New | 17,407 | $466K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -4.1% | 17,296 | $463K |
| First Citizens Asset Management, Inc. | 0.18% | Reduce -3.5% | 17,270 | $463K |
| Navis Wealth Advisors, LLC | 0.45% | Add +0.4% | 17,222 | $461K |
| Snowden Capital Advisors LLC | 0.01% | Add +16.7% | 17,004 | $456K |
| IHT Wealth Management, LLC | 0.01% | Add +8.2% | 16,082 | $431K |
| Independent Financial Group, LLC | 0.01% | Add +0.2% | 16,076 | $431K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 15,861 | $425K |
| GeoWealth Management, LLC | 0.02% | Add +25618.3% | 15,431 | $413K |
| GC Wealth Management RIA, LLC | 0.08% | New | 15,374 | $412K |
| NewEdge Advisors, LLC | 0.00% | Add +13.3% | 14,703 | $394K |
| Infinity Wealth Counsel, LLC | 0.42% | No change | 14,500 | $388K |
| Ascentis Independent Advisors | 0.08% | Add +7.9% | 14,319 | $384K |
| Mission Wealth Management, LP | 0.01% | New | 14,105 | $378K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -2.4% | 13,570 | $364K |
| Sigma Planning Corp | 0.01% | Reduce -26.8% | 13,533 | $363K |
| McDonald Partners LLC | 0.09% | Add +10.5% | 13,273 | $356K |
| Beacon Financial Advisory LLC | 0.11% | Add +51.2% | 13,256 | $355K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -2.2% | 13,042 | $349K |
| PAX Financial Group, LLC | 0.06% | Add +24.8% | 12,302 | $330K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +0.2% | 12,081 | $324K |
| Liberty Square Wealth Partners LLC | 0.12% | No change | 11,373 | $305K |
| Bank of New Hampshire | 0.08% | Add +27.3% | 11,134 | $298K |
| Sequent Planning LLC | 0.11% | Reduce -1.1% | 11,110 | $298K |
| Corient Private Wealth LP | 0.00% | Add +11.7% | 10,984 | $294K |
| HighTower Advisors, LLC | 0.00% | Add +32.3% | 10,664 | $286K |
| Winebrenner Capital Management LLC | 0.25% | Add +0.1% | 10,548 | $283K |
| Balanced Rock Investment Advisors LLC | 0.22% | Add +1.6% | 10,476 | $281K |
| PFG Investments, LLC | 0.02% | Reduce -1.0% | 10,370 | $278K |
| Reyes Financial Architecture, Inc. | 0.20% | No change | 10,361 | $278K |
| Compound Planning, Inc. | 0.01% | Add +4.9% | 10,318 | $276K |
| Colorado Capital Management, Inc. | 0.13% | New | 10,240 | $274K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -11.7% | 9,947 | $266K |
| Parallel Advisors, LLC | 0.01% | No change | 9,914 | $266K |
| Detalus Advisors, LLC | 0.08% | Add +0.4% | 9,868 | $264K |
| Wedbush Securities Inc. | 0.01% | Reduce -0.7% | 9,841 | $264K |
| Coppell Advisory Solutions LLC | 0.04% | Reduce -16.2% | 2,175 | $263K |
| Money Concepts Capital Corp. | 0.02% | Reduce -3.8% | 9,763 | $262K |
| Visionary Horizons, LLC | 0.18% | New | 9,590 | $257K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -21.3% | 9,440 | $253K |
| Prospera Financial Services Inc | 0.01% | Reduce -0.9% | 9,314 | $250K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +4.5% | 9,302 | $249K |
| Intergy Private Wealth, LLC | 0.09% | Add +2.5% | 9,283 | $249K |
| Mascagni Wealth Management, Inc. | 0.25% | No change | 9,273 | $248K |
| NTV Asset Management LLC | 0.03% | No change | 9,250 | $248K |
| Worth Financial Advisory Group, LLC | 0.16% | No change | 9,130 | $245K |
| Spire Wealth Management | 0.01% | Add +70.0% | 9,123 | $244K |
| Copperleaf Capital, LLC | 0.14% | Add +3.8% | 8,881 | $238K |
| Integrity Alliance, Llc. | 0.01% | New | 8,768 | $235K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +13.2% | 8,639 | $231K |
| Twin City Private Wealth, LLC | 0.20% | Add +12.4% | 8,599 | $230K |
| Wrapmanager Inc. | 0.06% | Reduce -1.7% | 8,370 | $224K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -41.1% | 8,357 | $224K |
| Mutual Advisors, LLC | 0.01% | Reduce -57.0% | 8,368 | $221K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -2.1% | 8,202 | $220K |
| Townsquare Capital LLC | 0.00% | Reduce -1.8% | 8,134 | $218K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 8,000 | $214K |
| Vontobel Holding Ltd. | 0.00% | No change | 8,000 | $214K |
| Climber Capital SA | 0.16% | No change | 9,090 | $206K |
| Marex Group Ltd | 0.00% | New | 7,676 | $206K |
| Saxony Capital Management, LLC | 0.18% | No change | 7,572 | $203K |
| Oak Grove Capital LLC | 0.05% | No change | 7,500 | $201K |
| FMR LLC | 0.00% | Add +33.8% | 6,547 | $175K |
| Bank of Montreal | 0.00% | Add +46.3% | 5,850 | $157K |
| Continuum Advisory, LLC | 0.02% | Reduce -1.1% | 5,185 | $139K |
| Banque Cantonale Vaudoise | 0.01% | — | 5,024 | $135K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -81.7% | 4,142 | $111K |
| IFP Advisors, Inc | 0.00% | No change | 4,048 | $108K |
| Consultiva Wealth Management, Corp. | 0.36% | No change | 3,951 | $106K |
| Harbour Investments, Inc. | 0.00% | Reduce -57.0% | 3,672 | $98K |
| NBT Bank, N.A. | 0.01% | No change | 3,621 | $97K |
| Sound Income Strategies, LLC | 0.00% | Add +2.7% | 2,512 | $67K |
| Private Trust Co. NA | 0.01% | No change | 2,200 | $59K |
| Coldstream Capital Management Inc. | 0.00% | New | 2,193 | $59K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +3.0% | 2,053 | $55K |
| Anderson Financial Strategies, LLC | 0.03% | New | 2,052 | $55K |
| Olde Wealth Management, LLC | 0.02% | New | 2,015 | $53K |
| Orion Capital Management LLC | 0.02% | Reduce -30.2% | 1,933 | $52K |
| Strategic Investment Solutions, Inc. | 0.01% | Add +26.9% | 1,904 | $51K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 1,855 | $50K |
| Fifth Third Bancorp | 0.00% | Add +45.1% | 1,785 | $48K |
| Founders Financial Alliance, LLC | 0.01% | No change | 1,389 | $37K |
| Asset Dedication, LLC | 0.00% | No change | 1,292 | $35K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1.0% | 1,233 | $33K |
| Brown, Lisle/Cummings, Inc. | 0.01% | New | 1,200 | $32K |
| WealthShield Partners, LLC | 0.00% | Reduce -5.7% | 1,183 | $32K |
| Angeles Wealth Management, LLC | 0.00% | No change | 1,135 | $30K |
| MAI Capital Management | 0.00% | No change | 812 | $22K |
| TD Waterhouse Canada Inc. | 0.00% | Add +67.9% | 717 | $19K |
| Wolff Wiese Magana LLC | 0.01% | Add +1.7% | 602 | $16K |
| CoreCap Advisors, LLC | 0.00% | Add +360.2% | 566 | $15K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | Reduce -75.7% | 565 | $15K |
| Concord Wealth Partners | 0.00% | Reduce -14.1% | 541 | $14K |
| Ameliora Wealth Management Ltd. | 0.01% | No change | 506 | $14K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 505 | $14K |
| Bogart Wealth, LLC | 0.00% | No change | 484 | $13K |
| Blue Trust, Inc. | 0.00% | No change | 453 | $12K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 438 | $12K |
| FAS Wealth Partners, Inc. | 0.00% | Add +1.1% | 373 | $10K |
| AdvisorNet Financial, Inc | 0.00% | No change | 373 | $10K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 359 | $10K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 336 | $9K |
| Wells Fargo & Company | 0.00% | Reduce -66.9% | 299 | $8K |
| Delta Asset Management LLC | 0.00% | No change | 289 | $8K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +250.7% | 263 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -66.3% | 222 | $6K |
| Golden State Wealth Management, LLC | 0.00% | Add +1.1% | 192 | $5K |
| West Paces Advisors Inc. | 0.00% | New | 161 | $4K |
| Smartleaf Asset Management LLC | 0.00% | New | 144 | $4K |
| Archer Investment Corp | 0.00% | No change | 142 | $4K |
| Arax Advisory Partners | 0.00% | Add +288.0% | 97 | $3K |
| Creative Financial Designs Inc. | 0.00% | Add +160.0% | 78 | $2K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 73 | $2K |
| NFSG Corp | 0.00% | No change | 69 | $2K |
| BNP Paribas Financial Markets | 0.00% | Add +1933.3% | 61 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -1.8% | 56 | $2K |
| Park Place Capital Corp | 0.00% | No change | 42 | $1K |
| Signaturefd, LLC | 0.00% | No change | 37 | $991 |
| Blair William & Co. | 0.00% | No change | 36 | $964 |
| Capital Investment Advisory Services, LLC | 0.00% | New | 31 | $830 |
| Rossby Financial, LCC | 0.00% | New | 26 | $686 |
| Ameriflex Group, Inc. | 0.00% | Add +4.2% | 25 | $657 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 10 | $268 |
| Retirement Wealth Solutions LLC | 0.00% | No change | 5 | $125 |
| Transce3nd, LLC | 0.00% | Reduce -96.8% | 4 | $107 |
"% of holder's portfolio" is FALN's weight in each manager's 13F, not the share of iShares Fallen Angels ETF the manager owns.