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iShares US Fixed Income Balanced Risk Systematic ETF

43 hedge funds and large institutions have $72.2M invested in iShares US Fixed Income Balanced Risk Systematic ETF in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 6 closing their positions.

Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
17
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CA
26
Cetera Advisors
Colorado
$449K 4,457
OIA
27
Optimum Investment Advisors
Illinois
$342K 3,400 -2,500 -42%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
SWM
29
Spire Wealth Management
Virginia
$276K 2,746 +1 +0%
FFG
30
Ford Financial Group
California
$255K 2,537 +181 +8%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$249K 2,477 +2,477 New
CFA
32
Carroll Financial Associates
North Carolina
$243K 2,419 +2,419 New
DAS
33
Dynamic Advisor Solutions
Arizona
$222K 2,210 -310 -12%
PG
34
Patten Group
Tennessee
$222K 2,209
PWM
35
PRW Wealth Management
Massachusetts
$222K 2,209 +2,209 New
WCG
36
Wall Capital Group
Arizona
$216K 2,144 +5 +0.2%
AF
37
Advisornet Financial
Minnesota
$152K 1,513 +8 +0.5%
UBS Group
38
UBS Group
Switzerland
$145K 1,443 -983 -41%
RG
39
Retirement Group
California
$144K 1,427 -388 -21%
Morgan Stanley
40
Morgan Stanley
New York
$19K 191 +191 New
Wells Fargo
41
Wells Fargo
California
$16K 163
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$10K 104
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$7K 67 +67 New
AWMS
44
Advocacy Wealth Management Services
Georgia
$6K 62
EH
45
Equitable Holdings
New York
-9,690 Closed
DWP
46
Destiny Wealth Partners
Florida
-765 Closed
WAP
47
Wealthcare Advisory Partners
Pennsylvania
-220 Closed
EP
48
Eudaimonia Partners
Tennessee
-111 Closed
DWMG
49
DB Wealth Management Group
California
-92 Closed
APA
50
American Portfolios Advisors
New York
-85 Closed