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iShares US Fixed Income Balanced Risk Systematic ETF

28 hedge funds and large institutions have $34.9M invested in iShares US Fixed Income Balanced Risk Systematic ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
28
Holders Change
-1
Holders Change %
-3.45%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$14.4M 171,595 -202 -0.1%
Jane Street
2
Jane Street
New York
$6.31M 75,056 +20,203 +37%
Ameriprise
3
Ameriprise
Minnesota
$5.64M 67,114 +3,272 +5%
TLFA
4
True Link Financial Advisors
California
$1.83M 21,792
SPIA
5
Steward Partners Investment Advisory
New York
$1.52M 18,108 -678 -4%
APP
6
Avantax Planning Partners
Iowa
$825K 9,804 +282 +3%
LPL Financial
7
LPL Financial
California
$595K 7,074 -913 -11%
IAG
8
Investment Advisory Group
Massachusetts
$521K 6,197 -1,092 -15%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$459K 5,453
SI
10
Stephens Inc
Arkansas
$420K 4,995
PIMG
11
Patriot Investment Management Group
Tennessee
$394K 4,687 +2 +0%
Osaic Holdings
12
Osaic Holdings
Arizona
$369K 4,395 -2,499 -36%
CA
13
Cetera Advisors
Colorado
$349K 4,154
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$331K 3,940 -30 -0.8%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$314K 3,737 +3,737 New
Bank of America
16
Bank of America
North Carolina
$289K 3,433 -158 -4%
OIA
17
Optimum Investment Advisors
Illinois
$84.1K 1,000
UBS Group
18
UBS Group
Switzerland
$63.6K 756 -268 -26%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$34K 400 -1,800 -82%
SWM
20
Spire Wealth Management
Virginia
$28.9K 343 -76 -18%
VNA
21
Valley National Advisers
Pennsylvania
$15K 174 -3 -2%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$9K 104
Morgan Stanley
23
Morgan Stanley
New York
$7.91K 94
SS
24
Sunbelt Securities
Texas
$1.85K 22
FFA
25
Farther Finance Advisors
California
$826 10 +9 +900%