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iShares US Fixed Income Balanced Risk Systematic ETF

44 hedge funds and large institutions have $60.5M invested in iShares US Fixed Income Balanced Risk Systematic ETF in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 8 closing their positions.

Holders
44
Holders Change
-3
Holders Change %
-6.38%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
18
Reduced
13
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
MSFS
1
Main Street Financial Solutions
Pennsylvania
$9.98M 100,001 +38,221 +62%
BlackRock
2
BlackRock
New York
$9.28M 92,970 +47,692 +105%
SWP
3
Summit Wealth Partners
Florida
$5.22M 52,283 +2,710 +5%
Bank of America
4
Bank of America
North Carolina
$5.06M 50,694 -16,767 -25%
VNA
5
Valley National Advisers
Pennsylvania
$4.4M 44,074 +9,065 +26%
TLFA
6
True Link Financial Advisors
California
$2.18M 21,812
MML Investors Services
7
MML Investors Services
Massachusetts
$2.15M 21,543 +3,243 +18%
SPIA
8
Steward Partners Investment Advisory
New York
$1.9M 19,020 +969 +5%
PFM
9
Phillips Financial Management
Indiana
$1.81M 18,120 +623 +4%
Ameriprise
10
Ameriprise
Minnesota
$1.55M 15,563 +11,332 +268%
GWM
11
Geneos Wealth Management
Colorado
$1.45M 14,437 -25 -0.2%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.41M 14,054 -2,268 -14%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$1.27M 12,765 -680 -5%
PIMG
14
Patriot Investment Management Group
Tennessee
$1.02M 10,183 -999 -9%
SCM
15
Sterneck Capital Management
Missouri
$1.01M 10,120 +742 +8%
EH
16
Equitable Holdings
New York
$967K 9,690 +160 +2%
LPL Financial
17
LPL Financial
California
$936K 9,375 -1,713 -15%
Jane Street
18
Jane Street
New York
$799K 8,000 -48,939 -86%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$766K 7,675 -1,373 -15%
APP
20
Avantax Planning Partners
Iowa
$712K 7,128 +234 +3%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
KAS
22
Kestra Advisory Services
Texas
$691K 6,919 -1,037 -13%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$666K 6,673 -854 -11%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$643K 6,440 +3 +0%
OIA
25
Optimum Investment Advisors
Illinois
$589K 5,900