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iShares US Fixed Income Balanced Risk Systematic ETF

39 hedge funds and large institutions have $73.9M invested in iShares US Fixed Income Balanced Risk Systematic ETF in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
15
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$18.3M 184,007 +8,163 +5%
MSFS
2
Main Street Financial Solutions
Pennsylvania
$13.7M 137,670 +9,028 +7%
SWP
3
Summit Wealth Partners
Florida
$6.02M 60,424 +495 +0.8%
Jane Street
4
Jane Street
New York
$4.85M 48,675 +5,226 +12%
Ameriprise
5
Ameriprise
Minnesota
$3.88M 38,952 +7,148 +22%
VNA
6
Valley National Advisers
Pennsylvania
$3.71M 37,208 -18,416 -33%
MML Investors Services
7
MML Investors Services
Massachusetts
$2.65M 26,556 +1,066 +4%
TLFA
8
True Link Financial Advisors
California
$2.17M 21,792 -20 -0.1%
SPIA
9
Steward Partners Investment Advisory
New York
$1.79M 17,935 +457 +3%
Citadel Advisors
10
Citadel Advisors
Florida
$1.72M 17,288 +17,288 New
LPL Financial
11
LPL Financial
California
$1.72M 17,208 +7,270 +73%
GWM
12
Geneos Wealth Management
Colorado
$1.35M 13,563 -12 -0.1%
IAG
13
Investment Advisory Group
Massachusetts
$1.28M 13,461 +13,461 New
Bank of America
14
Bank of America
North Carolina
$1.09M 10,933 -3,125 -22%
SCM
15
Sterneck Capital Management
Missouri
$1.03M 10,311 +283 +3%
PIMG
16
Patriot Investment Management Group
Tennessee
$913K 9,170 -400 -4%
APP
17
Avantax Planning Partners
Iowa
$889K 8,919 +92 +1%
Osaic Holdings
18
Osaic Holdings
Arizona
$819K 8,218 -413 -5%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$717K 7,193 -3,704 -34%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$646K 6,486 +5 +0.1%
SI
21
Stephens Inc
Arkansas
$498K 4,995
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$481K 4,836 -425 -8%
CA
23
Cetera Advisors
Colorado
$464K 4,657 +200 +4%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$395K 3,962 -770 -16%
Morgan Stanley
25
Morgan Stanley
New York
$366K 3,672 -2 -0.1%