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iShares US Fixed Income Balanced Risk Systematic ETF
FIBR

Overview Fund Activity

38 hedge funds and large institutions have $72.1M invested in iShares US Fixed Income Balanced Risk Systematic ETF in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 8 closing their positions.

Holders
38
Holders Change
-5
Holders Change %
-11.63%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
18
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$17.6M
2
MSFS
2
Main Street Financial Solutions
Pennsylvania
$12.9M
3
SFG
3
Sage Financial Group
Pennsylvania
$1.03M
4
Ameriprise
4
Ameriprise
Minnesota
$3.19M
5
SWP
5
Summit Wealth Partners
Florida
$6.01M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.41M
2
PFM
2
Phillips Financial Management
Indiana
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$865K
5
CFA
5
Carroll Financial Associates
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$368K 3,674 +3,483 +1,824%
SWM
27
Spire Wealth Management
Virginia
$295K 2,945 +199 +7%
OIA
28
Optimum Investment Advisors
Illinois
$261K 2,600 -800 -24%
FFG
29
Ford Financial Group
California
$259K 2,591 +54 +2%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$249K 2,489 +12 +0.5%
BF
31
BOK Financial
Oklahoma
$249K 2,484 +2,484 New
DAS
32
Dynamic Advisor Solutions
Arizona
$211K 2,100 -110 -5%
AF
33
Advisornet Financial
Minnesota
$152K 1,520 +7 +0.5%
UBS Group
34
UBS Group
Switzerland
$136K 1,354 -89 -6%
RG
35
Retirement Group
California
$136K 1,357 -70 -5%
DWP
36
Destiny Wealth Partners
Florida
$77K 765 +765 New
US Bancorp
37
US Bancorp
Minnesota
$13K 125 +125 New
Wells Fargo
38
Wells Fargo
California
$8K 82 -81 -50%
PFM
39
Phillips Financial Management
Indiana
– – -19,950 Closed
Citadel Advisors
40
Citadel Advisors
Florida
– – -6,662 Closed
CFA
41
Carroll Financial Associates
North Carolina
– – -2,419 Closed
PG
42
Patten Group
Tennessee
– – -2,209 Closed
PWM
43
PRW Wealth Management
Massachusetts
– – -2,209 Closed
WCG
44
Wall Capital Group
Arizona
– – -2,144 Closed
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
– – -67 Closed
AWMS
46
Advocacy Wealth Management Services
Georgia
– – -62 Closed
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
– – – –
CFGS
48
Concourse Financial Group Securities
Alabama
– – – –
1
2