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iShares US Fixed Income Balanced Risk Systematic ETF

24 hedge funds and large institutions have $59.2M invested in iShares US Fixed Income Balanced Risk Systematic ETF in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 10 closing their positions.

Holders
24
Holders Change
-7
Holders Change %
-22.58%
% of All Funds
0.55%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
3
Increased
11
Reduced
7
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWMS
1
Advocacy Wealth Management Services
Georgia
$18.1M 186,411 +10,403 +6%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$16M 164,773 -124,065 -43%
Jane Street
3
Jane Street
New York
$7.5M 77,204 -34,378 -31%
FF
4
Fluent Financial
Texas
$3.95M 40,689 -2,342 -5%
Bank of America
5
Bank of America
North Carolina
$2.61M 26,859 +77 +0.3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.56M 26,354 +12,167 +86%
LPL Financial
7
LPL Financial
California
$2.53M 26,079 +9,922 +61%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$817K 8,410 -11,852 -58%
GWM
9
Geneos Wealth Management
Colorado
$621K 6,396 +2,746 +75%
AG
10
Advisor Group
Arizona
$610K 6,283 +1,573 +33%
RCG
11
Ruggie Capital Group
Florida
$606K 6,244 -2,561 -29%
MA
12
Mutual Advisors
Nebraska
$526K 5,412 +3,071 +131%
SWP
13
Stratos Wealth Partners
Ohio
$523K 5,389 -1,673 -24%
CWM
14
Cabot Wealth Management
Massachusetts
$516K 5,318 +50 +0.9%
SI
15
Stephens Inc
Arkansas
$485K 4,995
CA
16
Cetera Advisors
Colorado
$455K 4,728 +4,728 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$269K 2,777 +131 +5%
AF
18
Advisornet Financial
Minnesota
$175K 1,803 +18 +1%
CPIG
19
Chicago Partners Investment Group
Illinois
$146K 1,519 +178 +13%
UBS Group
20
UBS Group
Switzerland
$69K 706 -742 -51%
EWM
21
Elmwood Wealth Management
California
$41.1K 423
APP
22
Avantax Planning Partners
Iowa
$25K 258 +258 New
SPIA
23
Steward Partners Investment Advisory
New York
$18K 187 +187 New
CFG
24
CKW Financial Group
Hawaii
$11K 112
CWM
25
Cornerstone Wealth Management
Missouri
-379,257 Closed