FIBR icon

iShares US Fixed Income Balanced Risk Systematic ETF

25 hedge funds and large institutions have $32M invested in iShares US Fixed Income Balanced Risk Systematic ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 1 closing their positions.

Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$14M 162,801
Ameriprise
2
Ameriprise
Minnesota
$8.83M 102,756 +24,901 +32%
Jane Street
3
Jane Street
New York
$3.57M 41,483 -24,461 -37%
APP
4
Avantax Planning Partners
Iowa
$791K 9,192 -502 -5%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$714K 8,299 +915 +12%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$581K 6,753 +4,113 +156%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$469K 5,453
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$397K 4,615 +683 +17%
CA
9
Cetera Advisors
Colorado
$363K 4,220 +266 +7%
IAG
10
Investment Advisory Group
Massachusetts
$355K 4,122 -173 -4%
QWM
11
Quadcap Wealth Management
Texas
$313K 3,637
PIMG
12
Patriot Investment Management Group
Tennessee
$309K 3,598 -318 -8%
Bank of America
13
Bank of America
North Carolina
$301K 3,495 +40 +1%
LPL Financial
14
LPL Financial
California
$274K 3,185 -977 -23%
CF
15
Centaurus Financial
California
$271K 3,147 +3,147 New
RSWA
16
Robinson Smith Wealth Advisors
Maine
$222K 2,586 -1,042 -29%
Osaic Holdings
17
Osaic Holdings
Arizona
$143K 1,667 +1 +0.1%
SWM
18
Spire Wealth Management
Virginia
$30.6K 356 +3 +0.8%
UBS Group
19
UBS Group
Switzerland
$30.4K 353 +353 New
VNA
20
Valley National Advisers
Pennsylvania
$14K 174
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$9K 105
SS
22
Sunbelt Securities
Texas
$1.89K 22
FFA
23
Farther Finance Advisors
California
$769 9 -1 -10%
Morgan Stanley
24
Morgan Stanley
New York
$430 5 -5 -50%
AF
25
Advisornet Financial
Minnesota
$122 1