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iShares US Fixed Income Balanced Risk Systematic ETF

20 hedge funds and large institutions have $32.3M invested in iShares US Fixed Income Balanced Risk Systematic ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 6 closing their positions.

Holders
20
Holders Change
-5
Holders Change %
-20%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$13.8M 160,477 -2,324 -1%
Ameriprise
2
Ameriprise
Minnesota
$9.42M 109,717 +6,961 +7%
Jane Street
3
Jane Street
New York
$4.37M 50,850 +9,367 +23%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$955K 11,122 +11,122 New
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$571K 6,650 -103 -2%
Citadel Advisors
6
Citadel Advisors
Florida
$490K 5,711 +5,711 New
RJFSA
7
Raymond James Financial Services Advisors
Florida
$468K 5,453
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$346K 4,023 -592 -13%
IAG
9
Investment Advisory Group
Massachusetts
$339K 3,948 -174 -4%
Bank of America
10
Bank of America
North Carolina
$331K 3,861 +366 +10%
QWM
11
Quadcap Wealth Management
Texas
$312K 3,637
LPL Financial
12
LPL Financial
California
$287K 3,346 +161 +5%
PIMG
13
Patriot Investment Management Group
Tennessee
$268K 3,118 -480 -13%
CF
14
Centaurus Financial
California
$213K 2,479 -668 -21%
Osaic Holdings
15
Osaic Holdings
Arizona
$117K 1,367 -300 -18%
SWM
16
Spire Wealth Management
Virginia
$30.9K 360 +4 +1%
VNA
17
Valley National Advisers
Pennsylvania
$14K 174
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$8K 98 -7 -7%
SS
19
Sunbelt Securities
Texas
$1.89K 22
Morgan Stanley
20
Morgan Stanley
New York
$429 5
AF
21
Advisornet Financial
Minnesota
-1 Closed
Wells Fargo
22
Wells Fargo
California
APP
23
Avantax Planning Partners
Iowa
-9,192 Closed
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
-8,299 Closed
RSWA
25
Robinson Smith Wealth Advisors
Maine
-2,586 Closed