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iShares US Fixed Income Balanced Risk Systematic ETF

31 hedge funds and large institutions have $79.7M invested in iShares US Fixed Income Balanced Risk Systematic ETF in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 7 closing their positions.

Holders
31
Holders Change
+3
Holders Change %
+10.71%
% of All Funds
0.71%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
10
Increased
8
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$28M 288,838 +149,492 +107%
AWMS
2
Advocacy Wealth Management Services
Georgia
$17.1M 176,008 +11,008 +7%
Jane Street
3
Jane Street
New York
$10.8M 111,582 +103,393 +1,263%
FF
4
Fluent Financial
Texas
$4.18M 43,031 -11,314 -21%
CWM
5
Cornerstone Wealth Management
Missouri
$3.92M 379,257 +375,271 +9,415%
Bank of America
6
Bank of America
North Carolina
$2.6M 26,782 -17,923 -40%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$1.98M 20,262
LPL Financial
8
LPL Financial
California
$1.57M 16,157 -3,737 -19%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.44M 14,789 +14,789 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.38M 14,187 -524 -4%
FCAG
11
First Capital Advisors Group
New Jersey
$914K 9,420 -15,611 -62%
RCG
12
Ruggie Capital Group
Florida
$854K 8,805 +8,805 New
SWP
13
Stratos Wealth Partners
Ohio
$685K 7,062 -3,320 -32%
Citadel Advisors
14
Citadel Advisors
Florida
$685K 7,061 +7,061 New
CWM
15
Cabot Wealth Management
Massachusetts
$511K 5,268 -642 -11%
SI
16
Stephens Inc
Arkansas
$485K 4,995 +4,995 New
AG
17
Advisor Group
Arizona
$457K 4,710 +27 +0.6%
CAN
18
Cetera Advisor Networks
California
$412K 4,238 -7,317 -63%
VF
19
Virtu Financial
New York
$359K 3,700 -198,093 -98%
GWM
20
Geneos Wealth Management
Colorado
$354K 3,650 +3,650 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$257K 2,646 +36 +1%
MA
22
Mutual Advisors
Nebraska
$227K 2,341 +2,341 New
AF
23
Advisornet Financial
Minnesota
$173K 1,785 +15 +0.8%
UBS Group
24
UBS Group
Switzerland
$140K 1,448 -739 -34%
CPIG
25
Chicago Partners Investment Group
Illinois
$130K 1,341