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iShares US Fixed Income Balanced Risk Systematic ETF

19 hedge funds and large institutions have $27.2M invested in iShares US Fixed Income Balanced Risk Systematic ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
19
Holders Change
Holders Change %
0%
% of All Funds
0.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
4
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$12.2M 139,797 -5,308 -4%
Ameriprise
2
Ameriprise
Minnesota
$10.3M 117,878 +3,882 +3%
Jane Street
3
Jane Street
New York
$1.6M 18,437 -10,826 -37%
Citadel Advisors
4
Citadel Advisors
Florida
$557K 6,402 -3,185 -33%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$504K 5,799 -585 -9%
Raymond James Financial
6
Raymond James Financial
Florida
$474K 5,453 +5,453 New
LPL Financial
7
LPL Financial
California
$419K 4,820 +264 +6%
QWM
8
Quadcap Wealth Management
Texas
$316K 3,637
Bank of America
9
Bank of America
North Carolina
$286K 3,285 -1,374 -29%
IAG
10
Investment Advisory Group
Massachusetts
$257K 2,959 -445 -13%
CF
11
Centaurus Financial
California
$204K 2,346 +314 +15%
Osaic Holdings
12
Osaic Holdings
Arizona
$67.4K 775 -592 -43%
SIM
13
Synergy Investment Management
Florida
$31.2K 360 +360 New
VNA
14
Valley National Advisers
Pennsylvania
$15K 174
SWM
15
Spire Wealth Management
Virginia
$14.5K 167 -198 -54%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$11.2K 129 +129 New
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$9K 100 +1 +1%
SS
18
Sunbelt Securities
Texas
$1.92K 22
Wells Fargo
19
Wells Fargo
California
$47 1 +1 New
AF
20
Advisornet Financial
Minnesota
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
-9,503 Closed
PIMG
22
Patriot Investment Management Group
Tennessee
-2,958 Closed
UBS Group
23
UBS Group
Switzerland
-245 Closed
CFGS
24
Concourse Financial Group Securities
Alabama