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iShares US Fixed Income Balanced Risk Systematic ETF

19 hedge funds and large institutions have $30.4M invested in iShares US Fixed Income Balanced Risk Systematic ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
19
Holders Change
-1
Holders Change %
-5%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
7
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$12.9M 145,105 -15,372 -10%
Ameriprise
2
Ameriprise
Minnesota
$10.1M 113,996 +4,279 +4%
Jane Street
3
Jane Street
New York
$2.59M 29,263 -21,587 -42%
Citadel Advisors
4
Citadel Advisors
Florida
$850K 9,587 +3,876 +68%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$843K 9,503 +5,480 +136%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$566K 6,384 -266 -4%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$483K 5,453
Bank of America
8
Bank of America
North Carolina
$413K 4,659 +798 +21%
LPL Financial
9
LPL Financial
California
$404K 4,556 +1,210 +36%
QWM
10
Quadcap Wealth Management
Texas
$322K 3,637
IAG
11
Investment Advisory Group
Massachusetts
$302K 3,404 -544 -14%
PIMG
12
Patriot Investment Management Group
Tennessee
$262K 2,958 -160 -5%
CF
13
Centaurus Financial
California
$180K 2,032 -447 -18%
Osaic Holdings
14
Osaic Holdings
Arizona
$121K 1,367
SWM
15
Spire Wealth Management
Virginia
$32.3K 365 +5 +1%
UBS Group
16
UBS Group
Switzerland
$21.7K 245 +245 New
VNA
17
Valley National Advisers
Pennsylvania
$15K 174
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$9K 99 +1 +1%
SS
19
Sunbelt Securities
Texas
$1.95K 22
AF
20
Advisornet Financial
Minnesota
Wells Fargo
21
Wells Fargo
California
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
-11,122 Closed
Morgan Stanley
23
Morgan Stanley
New York
-5 Closed
CFGS
24
Concourse Financial Group Securities
Alabama