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iShares US Fixed Income Balanced Risk Systematic ETF

44 hedge funds and large institutions have $60.5M invested in iShares US Fixed Income Balanced Risk Systematic ETF in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 8 closing their positions.

Holders
44
Holders Change
-3
Holders Change %
-6.38%
% 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
5
Increased
18
Reduced
13
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SI
26
Stephens Inc
Arkansas
$499K 4,995
CA
27
Cetera Advisors
Colorado
$445K 4,457 -166 -4%
SWM
28
Spire Wealth Management
Virginia
$274K 2,745 +2,745 New
WI
29
WBI Investments
New Jersey
$264K 2,643 +309 +13%
DAS
30
Dynamic Advisor Solutions
Arizona
$252K 2,520 -590 -19%
BF
31
BOK Financial
Oklahoma
$248K 2,484 +2,484 New
UBS Group
32
UBS Group
Switzerland
$242K 2,426 +2,027 +508%
FFG
33
Ford Financial Group
California
$235K 2,356 +8 +0.3%
PG
34
Patten Group
Tennessee
$221K 2,209 -50 -2%
WCG
35
Wall Capital Group
Arizona
$214K 2,139 +2,139 New
RG
36
Retirement Group
California
$181K 1,815 +5 +0.3%
AF
37
Advisornet Financial
Minnesota
$150K 1,505 +6 +0.4%
DWP
38
Destiny Wealth Partners
Florida
$76K 765
WAP
39
Wealthcare Advisory Partners
Pennsylvania
$22K 220 +220 New
Wells Fargo
40
Wells Fargo
California
$16K 163 +1 +0.6%
EP
41
Eudaimonia Partners
Tennessee
$11K 111 +111 New
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$10K 104
DWMG
43
DB Wealth Management Group
California
$9K 92
APA
44
American Portfolios Advisors
New York
$8.49K 85
AWMS
45
Advocacy Wealth Management Services
Georgia
$6K 62
Citadel Advisors
46
Citadel Advisors
Florida
-82,056 Closed
BBHBI
47
B, B, H, & B Inc
Alabama
-45,939 Closed
IWS
48
Insight Wealth Strategies
California
-3,310 Closed
FTUS
49
Flow Traders U.S.
New York
-2,807 Closed
SWP
50
Stratos Wealth Partners
Ohio
-2,677 Closed