FIBR icon

iShares US Fixed Income Balanced Risk Systematic ETF

18 hedge funds and large institutions have $26.5M invested in iShares US Fixed Income Balanced Risk Systematic ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 5 closing their positions.

Holders
18
Holders Change
-2
Holders Change %
-10%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$10.3M 116,250 -2,328 -2%
Ameriprise
2
Ameriprise
Minnesota
$8.78M 99,121 -15,710 -14%
Jane Street
3
Jane Street
New York
$2.69M 30,335 +20,002 +194%
Citadel Advisors
4
Citadel Advisors
Florida
$1.59M 17,915 +17,915 New
LPL Financial
5
LPL Financial
California
$609K 6,876 +2,136 +45%
Bank of America
6
Bank of America
North Carolina
$514K 5,804 +1,254 +28%
Raymond James Financial
7
Raymond James Financial
Florida
$483K 5,453
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$452K 5,095 +23 +0.5%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$376K 4,244 +4,244 New
QWM
10
Quadcap Wealth Management
Texas
$305K 3,437
CF
11
Centaurus Financial
California
$166K 1,868 -141 -7%
Osaic Holdings
12
Osaic Holdings
Arizona
$98.1K 1,107
Jones Financial Companies
13
Jones Financial Companies
Missouri
$94.1K 1,064 -73 -6%
SWM
14
Spire Wealth Management
Virginia
$15.1K 171 +2 +1%
VNA
15
Valley National Advisers
Pennsylvania
$15K 172
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$9K 101 +1 +1%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$2.75K 31 +31 New
SS
18
Sunbelt Securities
Texas
$1.91K 22
Wells Fargo
19
Wells Fargo
California
-1 Closed
AF
20
Advisornet Financial
Minnesota
SIM
21
Synergy Investment Management
Florida
-359 Closed
SPIA
22
Steward Partners Investment Advisory
New York
-20 Closed
UBS Group
23
UBS Group
Switzerland
-16 Closed
Morgan Stanley
24
Morgan Stanley
New York
-1 Closed