§ EQUITY
USDFALN
ISHARES FALLEN ANGELS ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
166 increased/new, 90 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Bank of America Corp | 7.5M | 0.0% | +3% |
| Morgan Stanley | 3.6M | 0.0% | n/a |
| Annex Advisory Services, LLC | 3.0M | 1.5% | n/a |
| LPL Financial LLC | 2.3M | 0.0% | −4% |
| Allworth Financial LP | 1.4M | 0.2% | +4% |
| ESL Trust Services, LLC | 1.2M | 6.3% | −0% |
◇ AC INTELLIGENCE
Top institutional owners for FALN as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER49.1% · 254 holders
DEALER / BANK28.3% · 25 holders
INCOME / DEFENSIVE12.6% · 6 holders
QUALITY / COMPOUNDER5.2% · 7 holders
PASSIVE / INDEX4.7% · 2 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for FALN in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention FALN yet.