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iShares US Fixed Income Balanced Risk Systematic ETF

29 hedge funds and large institutions have $34.6M invested in iShares US Fixed Income Balanced Risk Systematic ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 1 closing their positions.

Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
11
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$14.6M 171,797 -24,390 -12%
Ameriprise
2
Ameriprise
Minnesota
$5.43M 63,842 +12,142 +23%
Jane Street
3
Jane Street
New York
$4.67M 54,853 +12,457 +29%
TLFA
4
True Link Financial Advisors
California
$1.85M 21,792
SPIA
5
Steward Partners Investment Advisory
New York
$1.6M 18,786 +358 +2%
APP
6
Avantax Planning Partners
Iowa
$810K 9,522 +121 +1%
LPL Financial
7
LPL Financial
California
$680K 7,987 -978 -11%
IAG
8
Investment Advisory Group
Massachusetts
$620K 7,289 -2,578 -26%
SFG
9
Sage Financial Group
Pennsylvania
$604K 7,103 +7,103 New
Osaic Holdings
10
Osaic Holdings
Arizona
$586K 6,894 +87 +1%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$464K 5,453 -163 -3%
SI
12
Stephens Inc
Arkansas
$425K 4,995
PIMG
13
Patriot Investment Management Group
Tennessee
$399K 4,685 -121 -3%
SCM
14
Sterneck Capital Management
Missouri
$392K 4,612 -156 -3%
CA
15
Cetera Advisors
Colorado
$353K 4,154 -227 -5%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$338K 3,970 -170 -4%
Bank of America
17
Bank of America
North Carolina
$306K 3,591 -21 -0.6%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$187K 2,200
UBS Group
19
UBS Group
Switzerland
$87.1K 1,024 +505 +97%
OIA
20
Optimum Investment Advisors
Illinois
$85.1K 1,000 -2,000 -67%
SWM
21
Spire Wealth Management
Virginia
$35.6K 419 +234 +126%
VNA
22
Valley National Advisers
Pennsylvania
$15K 177 -3 -2%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$9K 104
BAM
24
Belpointe Asset Management
Nevada
$8.58K 101 +1 +1%
Morgan Stanley
25
Morgan Stanley
New York
$8K 94