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iShares US Fixed Income Balanced Risk Systematic ETF

46 hedge funds and large institutions have $45.5M invested in iShares US Fixed Income Balanced Risk Systematic ETF in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
46
Holders Change
+6
Holders Change %
+15%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
18
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$463K 4,566 +4,566 New
CFA
27
Carroll Financial Associates
North Carolina
$455K 4,494 +4,494 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$437K 4,318 +4,318 New
GVAG
29
Great Valley Advisor Group
Delaware
$427K 4,215 -1,191 -22%
FFG
30
Ford Financial Group
California
$426K 4,212 +378 +10%
CA
31
Cetera Advisors
Colorado
$422K 4,157
DAS
32
Dynamic Advisor Solutions
Arizona
$378K 3,731 +67 +2%
CWM
33
Cornerstone Wealth Management
Missouri
$359K 3,541 -400 -10%
MA
34
Mutual Advisors
Nebraska
$354K 3,493
SWP
35
Stratos Wealth Partners
Ohio
$313K 3,091 +1 +0%
RCG
36
Ruggie Capital Group
Florida
$280K 2,763 +2,763 New
CWM
37
Cabot Wealth Management
Massachusetts
$277K 2,735 -25 -0.9%
IWS
38
Insight Wealth Strategies
California
$213K 2,097 +2,097 New
AF
39
Advisornet Financial
Minnesota
$205K 2,019 +165 +9%
FAAS
40
First Allied Advisory Services
California
$75K 738 +738 New
CFGS
41
Concourse Financial Group Securities
Alabama
$59K 587
CFD
42
Creative Financial Designs
Indiana
$52K 511 +79 +18%
GSWM
43
Golden State Wealth Management
California
$27K 271
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$10K 104
ClearBridge Investments
45
ClearBridge Investments
New York
$9K 85
APA
46
American Portfolios Advisors
New York
$6.79K 67
FTUS
47
Flow Traders U.S.
New York
-4,239 Closed
ESB
48
Essex Savings Bank
Connecticut
-540 Closed
UBS Group
49
UBS Group
Switzerland
-82 Closed
Wells Fargo
50
Wells Fargo
California
-1 Closed