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iShares US Fixed Income Balanced Risk Systematic ETF

47 hedge funds and large institutions have $71.7M invested in iShares US Fixed Income Balanced Risk Systematic ETF in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 2 closing their positions.

Holders
47
Holders Change
+9
Holders Change %
+23.68%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
15
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
OIA
26
Optimum Investment Advisors
Illinois
$605K 5,900
SI
27
Stephens Inc
Arkansas
$512K 4,995
CA
28
Cetera Advisors
Colorado
$474K 4,623 -121 -3%
Ameriprise
29
Ameriprise
Minnesota
$434K 4,231 +2,217 +110%
IWS
30
Insight Wealth Strategies
California
$340K 3,310 -56 -2%
DAS
31
Dynamic Advisor Solutions
Arizona
$319K 3,110
FTUS
32
Flow Traders U.S.
New York
$288K 2,807 +2,807 New
SWP
33
Stratos Wealth Partners
Ohio
$275K 2,677 -416 -13%
FFG
34
Ford Financial Group
California
$240K 2,348 -48 -2%
WI
35
WBI Investments
New Jersey
$239K 2,334 +2,334 New
PG
36
Patten Group
Tennessee
$232K 2,259 -2,315 -51%
BWM
37
BCGM Wealth Management
Indiana
$217K 2,130 +2,130 New
RG
38
Retirement Group
California
$185K 1,810 +975 +117%
AF
39
Advisornet Financial
Minnesota
$154K 1,499 +58 +4%
DWP
40
Destiny Wealth Partners
Florida
$78K 765 +765 New
UBS Group
41
UBS Group
Switzerland
$41K 399 +340 +576%
Morgan Stanley
42
Morgan Stanley
New York
$21K 200 +200 New
Wells Fargo
43
Wells Fargo
California
$17K 162 +161 +16,100%
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$10K 104
DWMG
45
DB Wealth Management Group
California
$9K 92 +92 New
APA
46
American Portfolios Advisors
New York
$8.72K 85
AWMS
47
Advocacy Wealth Management Services
Georgia
$6K 62
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
-18,384 Closed
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
-3,621 Closed
CFGS
50
Concourse Financial Group Securities
Alabama