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iShares US Fixed Income Balanced Risk Systematic ETF

43 hedge funds and large institutions have $82M invested in iShares US Fixed Income Balanced Risk Systematic ETF in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
43
Holders Change
-3
Holders Change %
-6.52%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
16
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FTUS
26
Flow Traders U.S.
New York
$475K 4,866 +4,866 New
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
CA
28
Cetera Advisors
Colorado
$406K 4,157
NA
29
NewEdge Advisors
Louisiana
$351K 3,598 -7,795 -68%
IWS
30
Insight Wealth Strategies
California
$325K 3,327 -1,202 -27%
MA
31
Mutual Advisors
Nebraska
$304K 3,110
SWP
32
Stratos Wealth Partners
Ohio
$302K 3,092
FFG
33
Ford Financial Group
California
$253K 2,596 -392 -13%
GVAG
34
Great Valley Advisor Group
Delaware
$252K 2,585 -1,912 -43%
DAS
35
Dynamic Advisor Solutions
Arizona
$228K 2,335
CWM
36
Cabot Wealth Management
Massachusetts
$225K 2,309 -146 -6%
AF
37
Advisornet Financial
Minnesota
$139K 1,420 -380 -21%
WAP
38
Wealthcare Advisory Partners
Pennsylvania
$32K 323 +323 New
APA
39
American Portfolios Advisors
New York
$30.3K 310
GSWM
40
Golden State Wealth Management
California
$23K 231 +231 New
UBS Group
41
UBS Group
Switzerland
$19K 197 +197 New
AP
42
Advisors Preferred
Maryland
$15K 150 +150 New
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$10K 104
AWMS
44
Advocacy Wealth Management Services
Georgia
$6K 62
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
-81,548 Closed
VA
46
Valmark Advisers
Ohio
-3,220 Closed
CFA
47
Carroll Financial Associates
North Carolina
-2,885 Closed
Chevy Chase Trust
48
Chevy Chase Trust
Maryland
-345 Closed
ClearBridge Investments
49
ClearBridge Investments
New York
-85 Closed
CFD
50
Creative Financial Designs
Indiana
-79 Closed