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iShares US Fixed Income Balanced Risk Systematic ETF

46 hedge funds and large institutions have $45.5M invested in iShares US Fixed Income Balanced Risk Systematic ETF in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
46
Holders Change
+6
Holders Change %
+15%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
18
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$7.27M 71,748 +1,962 +3%
VA
2
Valmark Advisers
Ohio
$5.85M 57,702 +57,702 New
LPL Financial
3
LPL Financial
California
$4.31M 42,535 -2,640 -6%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.76M 27,216 +4,327 +19%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.85M 18,232 +2,174 +14%
Jane Street
6
Jane Street
New York
$1.62M 15,991 -37,234 -70%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$1.61M 15,902 +2,714 +21%
AG
8
Advisor Group
Arizona
$1.56M 15,376 +2,398 +18%
PFM
9
Phillips Financial Management
Indiana
$1.35M 13,327 +284 +2%
GWM
10
Geneos Wealth Management
Colorado
$1.34M 13,279 +890 +7%
FF
11
Fluent Financial
Texas
$1.06M 10,421 -968 -8%
SPIA
12
Steward Partners Investment Advisory
New York
$1.05M 10,364 +736 +8%
RJA
13
Raymond James & Associates
Florida
$1.05M 10,340 +272 +3%
Ameriprise
14
Ameriprise
Minnesota
$971K 9,580 -4,300 -31%
AWMS
15
Advocacy Wealth Management Services
Georgia
$783K 7,728 -1,956 -20%
PIMG
16
Patriot Investment Management Group
Tennessee
$763K 7,532 +1,387 +23%
NA
17
NewEdge Advisors
Louisiana
$681K 6,713 +6,713 New
WPSG
18
Wealth & Pension Services Group
Georgia
$677K 6,682
PG
19
Patten Group
Tennessee
$651K 6,424 +6,424 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$535K 5,287 +1,209 +30%
APP
21
Avantax Planning Partners
Iowa
$522K 5,153 +196 +4%
OIA
22
Optimum Investment Advisors
Illinois
$507K 5,000 +5,000 New
SI
23
Stephens Inc
Arkansas
$506K 4,995
MML Investors Services
24
MML Investors Services
Massachusetts
$487K 4,806 +1,316 +38%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$478K 4,720 -17 -0.4%