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iShares US Fixed Income Balanced Risk Systematic ETF

42 hedge funds and large institutions have $86.1M invested in iShares US Fixed Income Balanced Risk Systematic ETF in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 7 closing their positions.

Holders
42
Holders Change
-1
Holders Change %
-2.33%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
15
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CA
26
Cetera Advisors
Colorado
$455K 4,489 +332 +8%
FTUS
27
Flow Traders U.S.
New York
$382K 3,769 -1,097 -23%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$372K 3,669 -1,901 -34%
IWS
29
Insight Wealth Strategies
California
$339K 3,345 +18 +0.5%
SWP
30
Stratos Wealth Partners
Ohio
$314K 3,092
DAS
31
Dynamic Advisor Solutions
Arizona
$305K 3,010 +675 +29%
FFG
32
Ford Financial Group
California
$247K 2,436 -160 -6%
CWM
33
Cabot Wealth Management
Massachusetts
$215K 2,129 -180 -8%
AF
34
Advisornet Financial
Minnesota
$145K 1,431 +11 +0.8%
CAN
35
Cetera Advisor Networks
California
$135K 1,335 +1,335 New
RG
36
Retirement Group
California
$85K 835 +835 New
UBS Group
37
UBS Group
Switzerland
$64K 629 +432 +219%
APA
38
American Portfolios Advisors
New York
$31.4K 310
CFA
39
Carroll Financial Associates
North Carolina
$29K 290 +290 New
PAG
40
Private Advisor Group
New Jersey
$20K 202 +202 New
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$10K 104
AWMS
42
Advocacy Wealth Management Services
Georgia
$6K 62
RJA
43
Raymond James & Associates
Florida
-11,741 Closed
NA
44
NewEdge Advisors
Louisiana
-3,598 Closed
MA
45
Mutual Advisors
Nebraska
-3,110 Closed
GVAG
46
Great Valley Advisor Group
Delaware
-2,585 Closed
WAP
47
Wealthcare Advisory Partners
Pennsylvania
-323 Closed
GSWM
48
Golden State Wealth Management
California
-231 Closed
AP
49
Advisors Preferred
Maryland
-150 Closed
CFGS
50
Concourse Financial Group Securities
Alabama