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iShares US Fixed Income Balanced Risk Systematic ETF

27 hedge funds and large institutions have $28.4M invested in iShares US Fixed Income Balanced Risk Systematic ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 12 reducing their positions, and 5 closing their positions.

Holders
27
Holders Change
-1
Holders Change %
-3.57%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
2
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$13.8M 166,813 -4,782 -3%
Ameriprise
2
Ameriprise
Minnesota
$5.82M 70,481 +3,367 +5%
Jane Street
3
Jane Street
New York
$2.48M 29,993 -45,063 -60%
TLFA
4
True Link Financial Advisors
California
$1.8M 21,792
APP
5
Avantax Planning Partners
Iowa
$806K 9,752 -52 -0.5%
LPL Financial
6
LPL Financial
California
$552K 6,687 -387 -5%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$450K 5,453
Citadel Advisors
8
Citadel Advisors
Florida
$437K 5,294 +5,294 New
IAG
9
Investment Advisory Group
Massachusetts
$406K 4,912 -1,285 -21%
PIMG
10
Patriot Investment Management Group
Tennessee
$373K 4,516 -171 -4%
CA
11
Cetera Advisors
Colorado
$327K 3,954 -200 -5%
Osaic Holdings
12
Osaic Holdings
Arizona
$303K 3,669 -726 -17%
Bank of America
13
Bank of America
North Carolina
$283K 3,428 -5 -0.1%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$237K 2,875 -1,065 -27%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$128K 1,539 +1,539 New
OIA
16
Optimum Investment Advisors
Illinois
$82.6K 1,000
HWP
17
Hibernia Wealth Partners
Louisiana
$33.4K 404 +404 New
SWM
18
Spire Wealth Management
Virginia
$28.7K 347 +4 +1%
VNA
19
Valley National Advisers
Pennsylvania
$14K 174
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$9K 104
UBS Group
21
UBS Group
Switzerland
$4.96K 60 -696 -92%
Legacy Financial Group (Iowa)
22
Legacy Financial Group (Iowa)
Iowa
$3.14K 38 +38 New
SS
23
Sunbelt Securities
Texas
$1.82K 22
FFA
24
Farther Finance Advisors
California
$811 10
Morgan Stanley
25
Morgan Stanley
New York
$413 5 -89 -95%