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iShares US Fixed Income Balanced Risk Systematic ETF

28 hedge funds and large institutions have $67.6M invested in iShares US Fixed Income Balanced Risk Systematic ETF in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
28
Holders Change
+4
Holders Change %
+16.67%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
10
Reduced
9
Closed
4
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
$23.7M 247,016 +82,243 +50%
AWMS
2
Advocacy Wealth Management Services
Georgia
$16.1M 168,406 -18,005 -10%
Jane Street
3
Jane Street
New York
$9.47M 98,847 +21,643 +28%
LPL Financial
4
LPL Financial
California
$2.46M 25,731 -348 -1%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.09M 21,778 -4,576 -17%
Bank of America
6
Bank of America
North Carolina
$2.04M 21,291 -5,568 -21%
WPSG
7
Wealth & Pension Services Group
Georgia
$1.28M 13,389 +13,389 New
RCG
8
Ruggie Capital Group
Florida
$1.24M 12,916 +6,672 +107%
FF
9
Fluent Financial
Texas
$1.21M 12,580 -28,109 -69%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1M 10,444 +10,444 New
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$926K 9,666 +9,666 New
GWM
12
Geneos Wealth Management
Colorado
$922K 9,673 +3,277 +51%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$915K 9,555 +1,145 +14%
AG
14
Advisor Group
Arizona
$804K 8,394 +2,111 +34%
SI
15
Stephens Inc
Arkansas
$478K 4,995
SWP
16
Stratos Wealth Partners
Ohio
$466K 4,864 -525 -10%
APP
17
Avantax Planning Partners
Iowa
$417K 4,358 +4,100 +1,589%
CA
18
Cetera Advisors
Colorado
$375K 3,905 -823 -17%
MA
19
Mutual Advisors
Nebraska
$335K 3,493 -1,919 -35%
CWM
20
Cabot Wealth Management
Massachusetts
$292K 3,049 -2,269 -43%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$278K 2,902 +125 +5%
CWM
22
Cornerstone Wealth Management
Missouri
$233K 2,396 +2,396 New
Citadel Advisors
23
Citadel Advisors
Florida
$222K 2,313 +2,313 New
AF
24
Advisornet Financial
Minnesota
$175K 1,826 +23 +1%
UBS Group
25
UBS Group
Switzerland
$156K 1,627 +921 +130%