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iShares US Fixed Income Balanced Risk Systematic ETF

43 hedge funds and large institutions have $82M invested in iShares US Fixed Income Balanced Risk Systematic ETF in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
43
Holders Change
-3
Holders Change %
-6.52%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
16
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Jane Street
1
Jane Street
New York
$20.3M 207,905 +195,107 +1,525%
Citadel Advisors
2
Citadel Advisors
Florida
$17.2M 176,668 +161,853 +1,092%
Bank of America
3
Bank of America
North Carolina
$7.4M 75,819 -7,148 -9%
WCG
4
Wall Capital Group
Arizona
$4.79M 49,085 +3,836 +8%
SWP
5
Summit Wealth Partners
Florida
$3.83M 39,272 -88 -0.2%
LPL Financial
6
LPL Financial
California
$3.69M 37,790 -4,126 -10%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$2.18M 22,295 +2,390 +12%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.99M 20,351 +20,351 New
PFM
9
Phillips Financial Management
Indiana
$1.8M 18,502 +848 +5%
SPIA
10
Steward Partners Investment Advisory
New York
$1.43M 14,651 +1,887 +15%
GWM
11
Geneos Wealth Management
Colorado
$1.43M 14,836 +1,504 +11%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.4M 14,352 +11,610 +423%
MML Investors Services
13
MML Investors Services
Massachusetts
$1.25M 12,825 +1,592 +14%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.17M 12,003 +89 +0.7%
RJA
15
Raymond James & Associates
Florida
$1.15M 11,741 +931 +9%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$985K 10,093 +2,839 +39%
Ameriprise
17
Ameriprise
Minnesota
$907K 9,291 -612 -6%
PG
18
Patten Group
Tennessee
$869K 8,897 -2,440 -22%
SCM
19
Sterneck Capital Management
Missouri
$812K 8,312 +279 +3%
PIMG
20
Patriot Investment Management Group
Tennessee
$754K 7,729 +196 +3%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$661K 6,771 +1,763 +35%
OIA
22
Optimum Investment Advisors
Illinois
$547K 5,600
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$544K 5,570 +77 +1%
APP
24
Avantax Planning Partners
Iowa
$522K 5,342 -47 -0.9%
SI
25
Stephens Inc
Arkansas
$488K 4,995