증권 기록 · 과거 분기 (아카이브)
FALN
iShares Fallen Angels USD Bond ETF · Financial Services · Asset Management - Bonds
47추적 보유자
-2Δ 보유자
23.23M보유 주식 수
$634.16M보고 가치
+0신규 편입 포지션
−2청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 -4.1% ·
주식 흐름 -12.2% ·
순 신규 포지션 -4.3%
— 산식
광범위한 분산 — 주식 수 감소 및 보유자 수 축소
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q4 2025
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| Q2 2026 | 51 | +5 | 21.91M | $596.39M | +5 | — |
| Q1 2026 | 47 | 0 | 22.75M | $608.33M | +1 | −1 |
| Q4 2025 | 47 | -2 | 23.23M | $634.16M | — | −2 |
| Q3 2025 | 7 | +1 | 8.08M | $224.52M | +1 | — |
| Q2 2025 | 3 | -1 | 881.82K | $23.93M | — | −1 |
| Q1 2025 | 2 | 0 | 118.85K | $3.18M | — | — |
| Q4 2024 | 2 | 0 | 80.14K | $2.14M | +1 | −1 |
| Q3 2024 | 2 | +2 | 117.32K | $3.21M | +2 | — |
보유 현황 · Q4 2025
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 7.27M | — | $198.40M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 7.27M | — | $198.40M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 7.27M | — | $198.40M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 3.44M | -25.9% | $93.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 3.44M | -25.9% | $93.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 2.43M | — | $66.31M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Invesco Ltd. | 1.41M | — | $38.53M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Invesco Ltd. | 1.41M | — | $38.53M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Alliancebernstein L.P. | 1.04M | — | $28.39M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (패시브) | 922.34K | +26.3% | $25.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | BlackRock ✦ (패시브) | 922.34K | +26.3% | $25.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | BlackRock ✦ (패시브) | 922.34K | +26.3% | $25.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 684.36K | — | $18.69M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 684.36K | — | $18.69M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Nomura Asset Management Co Ltd | 594.30K | — | $16.22M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | UBS Group AG | 550.63K | — | $15.03M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 550.63K | — | $15.03M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cetera Investment Advisers | 532.93K | — | $14.55M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Jane Street Group, Llc | 521.52K | — | $14.24M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Creative Planning | 496.93K | — | $13.57M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Creative Planning | 496.93K | — | $13.57M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Goldman Sachs Group ✦ | 424.01K | +5465.9% | $11.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 424.01K | +5465.9% | $11.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 344.73K | — | $9.46M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 334.71K | — | $9.14M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 330.78K | — | $9.03M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 330.78K | — | $9.03M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Commonwealth Equity Services, Llc | 218.67K | — | $5.97M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Cwm, Llc | 181.74K | — | $4.96M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 168.48K | — | $4.60M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Assetmark, Inc | 144.55K | — | $3.95M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Royal Bank Of Canada | 144.26K | — | $3.94M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Royal Bank Of Canada | 144.26K | — | $3.94M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Royal Bank Of Canada | 144.26K | — | $3.94M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Royal Bank Of Canada | 144.26K | — | $3.94M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Raymond James Financial Inc | 139.63K | — | $3.81M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Raymond James Financial Inc | 139.63K | — | $3.81M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Allianz Asset Management GmbH | 124.20K | — | $3.39M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Us Bancorp \De\ | 123.44K | — | $3.37M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Us Bancorp \De\ | 123.44K | — | $3.37M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Mml Investors Services, Llc | 122.40K | — | $3.34M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Cerity Partners LLC | 97.03K | — | $2.65M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 71.82K | — | $1.96M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 71.82K | — | $1.96M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 49.71K | -98.1% | $1.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | HighTower Advisors, LLC | 48.11K | — | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Blair William & Co/Il | 39.12K | — | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Mercer Global Advisors Inc /Adv | 38.70K | — | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Wealthfront Advisers LLC | 37.10K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Stifel Financial Corp | 32.49K | — | $887,126 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Stifel Financial Corp | 32.49K | — | $887,126 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Mariner, LLC | 26.75K | — | $730,296 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Mariner, LLC | 26.75K | — | $730,296 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Corient Private Wealth LP | 22.54K | — | $615,932 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Corient Private Wealth LP | 22.54K | — | $615,932 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Baird Financial Group, Inc. | 14.74K | — | $402,484 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Rockefeller Capital Management L.P. | 14.40K | — | $393,113 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Bank of New York Mellon Corp | 10.72K | — | $292,741 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Bank of New York Mellon Corp | 10.72K | — | $292,741 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Truist Financial Corp | 8.37K | — | $228,531 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Bank Of Montreal /Can/ | 6.42K | — | $175,404 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Bank Of Montreal /Can/ | 6.42K | — | $175,404 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Citigroup Inc | 4.74K | — | $129,347 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Fidelity (FMR) ✦ | 4.73K | -0.2% | $129,247 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Jones Financial Companies Lllp | 3.18K | — | $86,923 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Bnp Paribas Financial Markets | 1.68K | — | $45,755 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Fifth Third Bancorp | 1.23K | — | $33,579 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | TD Waterhouse Canada Inc. | 278 | — | $7,587 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Wells Fargo & Company/Mn | 212 | — | $5,782 | 0.0% | n/c | 1 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| 이번 분기 신규 추적 매수자가 없습니다. |
청산됨
| Renaissance Technologies | $1.72M | 이었음 0.0% |
| Citadel Advisors | $694,028 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 292 보유 기관, 44.59M 주식, $1.08B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q4 2025 ·
방법론 ·
API를 통해 조회