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iShares US Fixed Income Balanced Risk Systematic ETF

20 hedge funds and large institutions have $23.8M invested in iShares US Fixed Income Balanced Risk Systematic ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
3
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$10.4M 118,578 -21,219 -15%
Ameriprise
2
Ameriprise
Minnesota
$10.1M 114,831 -3,047 -3%
Jane Street
3
Jane Street
New York
$906K 10,333 -8,104 -44%
Raymond James Financial
4
Raymond James Financial
Florida
$478K 5,453
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$445K 5,072 +5,072 New
LPL Financial
6
LPL Financial
California
$415K 4,740 -80 -2%
Bank of America
7
Bank of America
North Carolina
$399K 4,550 +1,265 +39%
QWM
8
Quadcap Wealth Management
Texas
$301K 3,437 -200 -5%
CF
9
Centaurus Financial
California
$176K 2,009 -337 -14%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$99.7K 1,137 +1,137 New
Osaic Holdings
11
Osaic Holdings
Arizona
$97K 1,107 +332 +43%
SIM
12
Synergy Investment Management
Florida
$31.5K 359 -1 -0.3%
VNA
13
Valley National Advisers
Pennsylvania
$15K 172 -2 -1%
SWM
14
Spire Wealth Management
Virginia
$14.8K 169 +2 +1%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$9K 100
SS
16
Sunbelt Securities
Texas
$1.93K 22
SPIA
17
Steward Partners Investment Advisory
New York
$1.75K 20 +20 New
UBS Group
18
UBS Group
Switzerland
$1.4K 16 +16 New
Morgan Stanley
19
Morgan Stanley
New York
$110 1 +1 New
Wells Fargo
20
Wells Fargo
California
$63 1
AF
21
Advisornet Financial
Minnesota
Citadel Advisors
22
Citadel Advisors
Florida
-6,402 Closed
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
-5,799 Closed
IAG
24
Investment Advisory Group
Massachusetts
-2,959 Closed
Fidelity Investments
25
Fidelity Investments
Massachusetts
-129 Closed