FIBR icon

iShares US Fixed Income Balanced Risk Systematic ETF
FIBR

Overview Fund Activity

46 hedge funds and large institutions have $58.4M invested in iShares US Fixed Income Balanced Risk Systematic ETF in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 6 closing their positions.

Holders
46
Holders Change
–
Holders Change %
0%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
7
Increased
22
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$8.31M
2
WCG
2
Wall Capital Group
Arizona
$4.61M
3
SWP
3
Summit Wealth Partners
Florida
$4.01M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.51M
5
Bank of America
5
Bank of America
North Carolina
$8.46M

Top Sellers

1
VA
1
Valmark Advisers
Ohio
$328K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.21M
3
FF
3
Fluent Financial
Texas
$0
4
AWMS
4
Advocacy Wealth Management Services
Georgia
$6K
5
CWM
5
Cornerstone Wealth Management
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$8.46M 82,967 +11,219 +16%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$8.31M 81,548 +76,982 +1,686%
WCG
3
Wall Capital Group
Arizona
$4.61M 45,249 +45,249 New
LPL Financial
4
LPL Financial
California
$4.27M 41,916 -619 -1%
SWP
5
Summit Wealth Partners
Florida
$4.01M 39,360 +39,360 New
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$2.11M 20,715 +4,813 +30%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$2.03M 19,905 +1,673 +9%
PFM
8
Phillips Financial Management
Indiana
$1.8M 17,654 +4,327 +32%
Citadel Advisors
9
Citadel Advisors
Florida
$1.51M 14,815 +14,815 New
AG
10
Advisor Group
Arizona
$1.47M 14,441 -935 -6%
GWM
11
Geneos Wealth Management
Colorado
$1.36M 13,332 +53 +0.4%
Jane Street
12
Jane Street
New York
$1.3M 12,798 -3,193 -20%
SPIA
13
Steward Partners Investment Advisory
New York
$1.3M 12,764 +2,400 +23%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.21M 11,914 -15,302 -56%
NA
15
NewEdge Advisors
Louisiana
$1.16M 11,393 +4,680 +70%
PG
16
Patten Group
Tennessee
$1.16M 11,337 +4,913 +76%
MML Investors Services
17
MML Investors Services
Massachusetts
$1.15M 11,233 +6,427 +134%
RJA
18
Raymond James & Associates
Florida
$1.1M 10,810 +470 +5%
Ameriprise
19
Ameriprise
Minnesota
$1.01M 9,903 +323 +3%
SCM
20
Sterneck Capital Management
Missouri
$819K 8,033 +8,033 New
PIMG
21
Patriot Investment Management Group
Tennessee
$767K 7,533 +1 +0%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$739K 7,254 +1,967 +37%
OIA
23
Optimum Investment Advisors
Illinois
$571K 5,600 +600 +12%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$560K 5,493 +1,175 +27%
APP
25
Avantax Planning Partners
Iowa
$549K 5,389 +236 +5%
1
2 3