FIBR icon

iShares US Fixed Income Balanced Risk Systematic ETF
FIBR

Overview Fund Activity

39 hedge funds and large institutions have $73.9M invested in iShares US Fixed Income Balanced Risk Systematic ETF in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
15
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.72M
2
IAG
2
Investment Advisory Group
Massachusetts
$1.28M
3
MSFS
3
Main Street Financial Solutions
Pennsylvania
$13.7M
4
BlackRock
4
BlackRock
New York
$18.3M
5
LPL Financial
5
LPL Financial
California
$1.72M

Top Sellers

1
VNA
1
Valley National Advisers
Pennsylvania
$3.71M
2
SFG
2
Sage Financial Group
Pennsylvania
$0
3
KAS
3
Kestra Advisory Services
Texas
$0
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$717K
5
WI
5
WBI Investments
New Jersey
$321K
Name Market Value Shares Shares
Change 		Shares
Change %
WI
26
WBI Investments
New Jersey
$321K 3,289 -3,502 -52%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
– – – –
SWM
28
Spire Wealth Management
Virginia
$294K 2,947 +2 +0.1%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$249K 2,501 +12 +0.5%
BF
30
BOK Financial
Oklahoma
$248K 2,484 – –
OIA
31
Optimum Investment Advisors
Illinois
$229K 2,300 -300 -12%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$225K 2,256 +2,256 New
AWM
33
Aspire Wealth Management
Massachusetts
$206K 2,065 +2,065 New
WCG
34
Wall Capital Group
Arizona
$173K 1,737 +1,737 New
UBS Group
35
UBS Group
Switzerland
$162K 1,624 +270 +20%
RG
36
Retirement Group
California
$22K 226 -1,131 -83%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$10K 104 +104 New
FFG
38
Ford Financial Group
California
$129 1,300 -1,291 -50%
SFG
39
Sage Financial Group
Pennsylvania
– – -10,282 Closed
KAS
40
Kestra Advisory Services
Texas
– – -6,661 Closed
DAS
41
Dynamic Advisor Solutions
Arizona
– – -2,100 Closed
AF
42
Advisornet Financial
Minnesota
$0 1 -1,519 -100%
DWP
43
Destiny Wealth Partners
Florida
– – -765 Closed
US Bancorp
44
US Bancorp
Minnesota
– – -125 Closed
Wells Fargo
45
Wells Fargo
California
$0 1 -81 -99%
CFGS
46
Concourse Financial Group Securities
Alabama
– – – –
1
2