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iShares US Fixed Income Balanced Risk Systematic ETF

38 hedge funds and large institutions have $59.5M invested in iShares US Fixed Income Balanced Risk Systematic ETF in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
38
Holders Change
-4
Holders Change %
-9.52%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
13
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$368K 3,621 -48 -1%
IWS
27
Insight Wealth Strategies
California
$342K 3,366 +21 +0.6%
DAS
28
Dynamic Advisor Solutions
Arizona
$316K 3,110 +100 +3%
SWP
29
Stratos Wealth Partners
Ohio
$314K 3,093 +1 +0%
FFG
30
Ford Financial Group
California
$243K 2,396 -40 -2%
Ameriprise
31
Ameriprise
Minnesota
$204K 2,014 -4,796 -70%
AF
32
Advisornet Financial
Minnesota
$146K 1,441 +10 +0.7%
RCG
33
Ruggie Capital Group
Florida
$88K 864 +864 New
RG
34
Retirement Group
California
$85K 835
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$10K 104
APA
36
American Portfolios Advisors
New York
$8.63K 85 -225 -73%
UBS Group
37
UBS Group
Switzerland
$6K 59 -570 -91%
AWMS
38
Advocacy Wealth Management Services
Georgia
$6K 62
WCG
39
Wall Capital Group
Arizona
-51,069 Closed
FTUS
40
Flow Traders U.S.
New York
-3,769 Closed
CWM
41
Cabot Wealth Management
Massachusetts
-2,129 Closed
CAN
42
Cetera Advisor Networks
California
-1,335 Closed
CFA
43
Carroll Financial Associates
North Carolina
-290 Closed
PAG
44
Private Advisor Group
New Jersey
-202 Closed
CFGS
45
Concourse Financial Group Securities
Alabama
Wells Fargo
46
Wells Fargo
California
$0 1