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iShares US Fixed Income Balanced Risk Systematic ETF

24 hedge funds and large institutions have $31.7M invested in iShares US Fixed Income Balanced Risk Systematic ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 6 closing their positions.

Holders
24
Holders Change
-3
Holders Change %
-11.11%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
7
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$14M 162,801 -4,012 -2%
Ameriprise
2
Ameriprise
Minnesota
$6.72M 77,855 +7,374 +10%
Jane Street
3
Jane Street
New York
$5.69M 65,944 +35,951 +120%
APP
4
Avantax Planning Partners
Iowa
$837K 9,694 -58 -0.6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$637K 7,384 +7,384 New
RJFSA
6
Raymond James Financial Services Advisors
Florida
$471K 5,453
IAG
7
Investment Advisory Group
Massachusetts
$371K 4,295 -617 -13%
LPL Financial
8
LPL Financial
California
$359K 4,162 -2,525 -38%
CA
9
Cetera Advisors
Colorado
$341K 3,954
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$341K 3,932 +2,393 +155%
PIMG
11
Patriot Investment Management Group
Tennessee
$338K 3,916 -600 -13%
QWM
12
Quadcap Wealth Management
Texas
$314K 3,637 +3,637 New
RSWA
13
Robinson Smith Wealth Advisors
Maine
$313K 3,628 +3,628 New
Bank of America
14
Bank of America
North Carolina
$298K 3,455 +27 +0.8%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$228K 2,640 -235 -8%
Citadel Advisors
16
Citadel Advisors
Florida
$200K 2,319 -2,975 -56%
Osaic Holdings
17
Osaic Holdings
Arizona
$144K 1,666 -2,003 -55%
SWM
18
Spire Wealth Management
Virginia
$30.4K 353 +6 +2%
VNA
19
Valley National Advisers
Pennsylvania
$15K 174
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$9K 105 +1 +1%
SS
21
Sunbelt Securities
Texas
$1.9K 22
Morgan Stanley
22
Morgan Stanley
New York
$862 10 +5 +100%
FFA
23
Farther Finance Advisors
California
$848 10
AF
24
Advisornet Financial
Minnesota
$121 1
Wells Fargo
25
Wells Fargo
California