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iShares US Fixed Income Balanced Risk Systematic ETF

40 hedge funds and large institutions have $42.3M invested in iShares US Fixed Income Balanced Risk Systematic ETF in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
40
Holders Change
+4
Holders Change %
+11.11%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
14
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$7.05M 69,786 -4,701 -6%
Jane Street
2
Jane Street
New York
$5.37M 53,225 -8,976 -14%
LPL Financial
3
LPL Financial
California
$4.56M 45,175 +20,384 +82%
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.31M 22,889 -42 -0.2%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$1.62M 16,058 +3,460 +27%
Ameriprise
7
Ameriprise
Minnesota
$1.4M 13,880 +3,251 +31%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$1.33M 13,188 +1,107 +9%
PFM
9
Phillips Financial Management
Indiana
$1.32M 13,043 +1,507 +13%
AG
10
Advisor Group
Arizona
$1.31M 12,978 +3,468 +36%
GWM
11
Geneos Wealth Management
Colorado
$1.25M 12,389 +1,156 +10%
FF
12
Fluent Financial
Texas
$1.15M 11,389 -510 -4%
RJA
13
Raymond James & Associates
Florida
$1.02M 10,068 +2,298 +30%
AWMS
14
Advocacy Wealth Management Services
Georgia
$978K 9,684 -8,156 -46%
SPIA
15
Steward Partners Investment Advisory
New York
$972K 9,628 +9,628 New
WPSG
16
Wealth & Pension Services Group
Georgia
$675K 6,682
PIMG
17
Patriot Investment Management Group
Tennessee
$620K 6,145 -289 -4%
GVAG
18
Great Valley Advisor Group
Delaware
$546K 5,406 +85 +2%
SI
19
Stephens Inc
Arkansas
$504K 4,995
APP
20
Avantax Planning Partners
Iowa
$500K 4,957 +695 +16%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$478K 4,737 +4,737 New
FTUS
22
Flow Traders U.S.
New York
$428K 4,239 +767 +22%
CA
23
Cetera Advisors
Colorado
$420K 4,157 +252 +6%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$411K 4,078 +1,042 +34%
CWM
25
Cornerstone Wealth Management
Missouri
$399K 3,941 -809 -17%