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iShares US Fixed Income Balanced Risk Systematic ETF

38 hedge funds and large institutions have $72.1M invested in iShares US Fixed Income Balanced Risk Systematic ETF in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 8 closing their positions.

Holders
38
Holders Change
-5
Holders Change %
-11.63%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
18
Reduced
13
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$17.6M 175,844 +34,898 +25%
MSFS
2
Main Street Financial Solutions
Pennsylvania
$12.9M 128,642 +14,522 +13%
SWP
3
Summit Wealth Partners
Florida
$6.01M 59,929 +4,031 +7%
VNA
4
Valley National Advisers
Pennsylvania
$5.58M 55,624 +2,581 +5%
Jane Street
5
Jane Street
New York
$4.36M 43,449 +3,769 +9%
Ameriprise
6
Ameriprise
Minnesota
$3.19M 31,804 +7,784 +32%
MML Investors Services
7
MML Investors Services
Massachusetts
$2.56M 25,490 +796 +3%
TLFA
8
True Link Financial Advisors
California
$2.19M 21,812
SPIA
9
Steward Partners Investment Advisory
New York
$1.75M 17,478 +59 +0.3%
Bank of America
10
Bank of America
North Carolina
$1.41M 14,058 -35,644 -72%
GWM
11
Geneos Wealth Management
Colorado
$1.36M 13,575 -791 -6%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$1.09M 10,897 -633 -5%
SFG
13
Sage Financial Group
Pennsylvania
$1.03M 10,282 +10,282 New
SCM
14
Sterneck Capital Management
Missouri
$1.01M 10,028 +17 +0.2%
LPL Financial
15
LPL Financial
California
$997K 9,938 +66 +0.7%
PIMG
16
Patriot Investment Management Group
Tennessee
$959K 9,570 -49 -0.5%
APP
17
Avantax Planning Partners
Iowa
$885K 8,827 +648 +8%
Osaic Holdings
18
Osaic Holdings
Arizona
$865K 8,631 -5,245 -38%
WI
19
WBI Investments
New Jersey
$674K 6,791 +956 +16%
KAS
20
Kestra Advisory Services
Texas
$668K 6,661 -281 -4%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$650K 6,481 +13 +0.2%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$527K 5,261 -1,011 -16%
SI
23
Stephens Inc
Arkansas
$501K 4,995
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$475K 4,732 -1,924 -29%
CA
25
Cetera Advisors
Colorado
$447K 4,457