INC

ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE)
INC

Delisted

INC was delisted on the 11th of May, 2016.

26 hedge funds and large institutions have $84.1M invested in ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
26
Holders Change
+3
Holders Change %
+13.04%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
8
Increased
12
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWMS
1
Advocacy Wealth Management Services
Georgia
$25.6M 253,405 +159,274 +169%
BlackRock
2
BlackRock
New York
$22.7M 224,814 -205,071 -48%
Bank of America
3
Bank of America
North Carolina
$10.9M 107,715 +13,657 +15%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$3.84M 38,044 +36,986 +3,496%
VWM
5
Venturi Wealth Management
Texas
$3.36M 33,386 +33,386 New
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$2.58M 25,585 -600 -2%
VF
7
Virtu Financial
New York
$2.1M 20,827 +20,827 New
SWP
8
Stratos Wealth Partners
Ohio
$1.88M 18,653 -4,864 -21%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.8M 17,881 +3,386 +23%
FCAG
10
First Capital Advisors Group
New Jersey
$1.62M 16,047 +6,258 +64%
LPL Financial
11
LPL Financial
California
$1.51M 14,992 +3,941 +36%
CAN
12
Cetera Advisor Networks
California
$1.18M 11,734 +11,734 New
Jane Street
13
Jane Street
New York
$1.18M 11,646 +11,646 New
FHC
14
First Heartland Consultants
Missouri
$1.14M 11,282 -1,125 -9%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$710K 7,041 +711 +11%
Citadel Advisors
16
Citadel Advisors
Florida
$494K 4,892 +4,892 New
AG
17
Advisor Group
Arizona
$379K 3,757 +635 +20%
CA
18
Cetera Advisors
Colorado
$352K 3,483 +3,483 New
CWM
19
Cabot Wealth Management
Massachusetts
$282K 2,791 +165 +6%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$263K 2,606 +2,606 New
Bessemer Group
21
Bessemer Group
New Jersey
$165K 1,637 +1,637 New
CPIG
22
Chicago Partners Investment Group
Illinois
$144K 1,427 +1,215 +573%
UBS Group
23
UBS Group
Switzerland
$20K 200 +169 +545%
IA
24
IFP Advisors
Florida
$13K 125
CFG
25
CKW Financial Group
Hawaii
$7K 66