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iShares US Fixed Income Balanced Risk Systematic ETF

47 hedge funds and large institutions have $71.7M invested in iShares US Fixed Income Balanced Risk Systematic ETF in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 2 closing their positions.

Holders
47
Holders Change
+9
Holders Change %
+23.68%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
15
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Citadel Advisors
1
Citadel Advisors
Florida
$8.42M 82,056 -844 -1%
Bank of America
2
Bank of America
North Carolina
$6.92M 67,461 -812 -1%
MSFS
3
Main Street Financial Solutions
Pennsylvania
$6.34M 61,780 +61,780 New
Jane Street
4
Jane Street
New York
$5.84M 56,939 -84,405 -60%
SWP
5
Summit Wealth Partners
Florida
$5.09M 49,573 +5,773 +13%
BBHBI
6
B, B, H, & B Inc
Alabama
$4.71M 45,939 +45,939 New
BlackRock
7
BlackRock
New York
$4.65M 45,278 +45,278 New
VNA
8
Valley National Advisers
Pennsylvania
$3.59M 35,009 +35,009 New
TLFA
9
True Link Financial Advisors
California
$2.24M 21,812 +21,812 New
MML Investors Services
10
MML Investors Services
Massachusetts
$1.88M 18,300 +136 +0.7%
SPIA
11
Steward Partners Investment Advisory
New York
$1.85M 18,051 +826 +5%
PFM
12
Phillips Financial Management
Indiana
$1.8M 17,497 +423 +2%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.68M 16,322 -2,175 -12%
GWM
14
Geneos Wealth Management
Colorado
$1.44M 14,462 -204 -1%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.38M 13,445 -1,959 -13%
PIMG
16
Patriot Investment Management Group
Tennessee
$1.15M 11,182 +146 +1%
LPL Financial
17
LPL Financial
California
$1.14M 11,088 -1,130 -9%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
EH
19
Equitable Holdings
New York
$978K 9,530 +290 +3%
SCM
20
Sterneck Capital Management
Missouri
$962K 9,378 +766 +9%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$928K 9,048 -120 -1%
KAS
22
Kestra Advisory Services
Texas
$815K 7,956 +7,834 +6,421%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$773K 7,527 -3,244 -30%
APP
24
Avantax Planning Partners
Iowa
$707K 6,894 +571 +9%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$660K 6,437 +37 +0.6%