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iShares US Fixed Income Balanced Risk Systematic ETF

43 hedge funds and large institutions have $72.2M invested in iShares US Fixed Income Balanced Risk Systematic ETF in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 6 closing their positions.

Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
17
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$14.2M 140,946 +47,976 +52%
MSFS
2
Main Street Financial Solutions
Pennsylvania
$11.5M 114,120 +14,119 +14%
SWP
3
Summit Wealth Partners
Florida
$5.63M 55,898 +3,615 +7%
VNA
4
Valley National Advisers
Pennsylvania
$5.34M 53,043 +8,969 +20%
Bank of America
5
Bank of America
North Carolina
$5M 49,702 -992 -2%
Jane Street
6
Jane Street
New York
$3.99M 39,680 +31,680 +396%
MML Investors Services
7
MML Investors Services
Massachusetts
$2.49M 24,694 +3,151 +15%
Ameriprise
8
Ameriprise
Minnesota
$2.42M 24,020 +8,457 +54%
TLFA
9
True Link Financial Advisors
California
$2.2M 21,812
PFM
10
Phillips Financial Management
Indiana
$2.01M 19,950 +1,830 +10%
SPIA
11
Steward Partners Investment Advisory
New York
$1.75M 17,419 -1,601 -8%
GWM
12
Geneos Wealth Management
Colorado
$1.45M 14,366 -71 -0.5%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.4M 13,876 -178 -1%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$1.16M 11,530 -1,235 -10%
SCM
15
Sterneck Capital Management
Missouri
$1.01M 10,011 -109 -1%
LPL Financial
16
LPL Financial
California
$993K 9,872 +497 +5%
PIMG
17
Patriot Investment Management Group
Tennessee
$968K 9,619 -564 -6%
APP
18
Avantax Planning Partners
Iowa
$823K 8,179 +1,051 +15%
KAS
19
Kestra Advisory Services
Texas
$699K 6,942 +23 +0.3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$670K 6,656 -17 -0.3%
Citadel Advisors
21
Citadel Advisors
Florida
$670K 6,662 +6,662 New
RJFSA
22
Raymond James Financial Services Advisors
Florida
$651K 6,468 +28 +0.4%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$631K 6,272 -1,403 -18%
WI
24
WBI Investments
New Jersey
$587K 5,835 +3,192 +121%
SI
25
Stephens Inc
Arkansas
$503K 4,995