BINC Institutional Ownership
iShares Flexible Income Active ETF
1W: -0.4%
1M: -1.9%
3M: -3.2%
YTD: -3.4%
1Y: -3.0%
3Y: +15.5%
$50.57
+0.01 (+0.02%)
Weekly Expected Move ±0.4%
$50
$50
$51
$51
$51
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — BINC
855
Institutional Holders
+23 vs prior quarter
0.0%
Ownership
+0.00pp
14B
Total Invested
83
New Positions
330
Increased
403
Reduced
73
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (907 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 25,102,937 | 1.3B | +4,336,355 | +20.9% | 8Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 14,033,583 | $710M | -13,006,736 | -48.1% | 11Q | SEC ↗ |
| 3 | Dynasty Wealth Management, LLC | 13,122,011 | $664M | +1,096,348 | +9.1% | 7Q | SEC ↗ |
| 4 | JPMORGAN CHASE & CO | 12,880,051 | $651M | -902,222 | -6.5% | 9Q | SEC ↗ |
| 5 | LPL Financial LLC | 12,071,760 | $610M | -3,705,428 | -23.5% | 11Q | SEC ↗ |
| 6 | BANK OF AMERICA CORP /DE | 11,936,260 | $604M | +314,802 | +2.7% | 9Q | SEC ↗ |
| 7 | PNC Financial Services Group, Inc. | 9,656,156 | $488M | +939,675 | +10.8% | 10Q | SEC ↗ |
| 8 | MORGAN STANLEY | 9,290,697 | $470M | -593,629 | -6.0% | 10Q | SEC ↗ |
| 9 | AMERIPRISE FINANCIAL INC | 7,473,195 | $378M | -563,714 | -7.0% | 9Q | SEC ↗ |
| 10 | WELLS FARGO & COMPANY/MN | 6,581,193 | $333M | +734,095 | +12.6% | 10Q | SEC ↗ |
| 11 | Sequoia Financial Advisors, LLC | 6,133,736 | $310M | +690,001 | +12.7% | 9Q | SEC ↗ |
| 12 | Quotient Wealth Partners, LLC | 5,746,548 | $291M | +195,515 | +3.5% | 11Q | SEC ↗ |
| 13 | UBS Group AG | 4,651,975 | $235M | -314,265 | -6.3% | 11Q | SEC ↗ |
| 14 | Cetera Investment Advisers | 4,066,633 | $206M | -766,461 | -15.9% | 10Q | SEC ↗ |
| 15 | OpenArc Corporate Advisory, LLC | 3,259,747 | $165M | +545,985 | +20.1% | 3Q | SEC ↗ |
| 16 | SAGESPRING WEALTH PARTNERS, LLC | 3,160,173 | $160M | +297,667 | +10.4% | 7Q | SEC ↗ |
| 17 | Wharton Business Group, LLC | 3,067,790 | $155M | +475,305 | +18.3% | 12Q | SEC ↗ |
| 18 | ROYAL BANK OF CANADA | 2,706,682 | $137M | +68,553 | +2.6% | 13Q | SEC ↗ |
| 19 | Merit Financial Group, LLC | 2,652,673 | $134M | +278,252 | +11.7% | 10Q | SEC ↗ |
| 20 | JANE STREET GROUP, LLC | 2,355,106 | $119M | -544,067 | -18.8% | 2Q | SEC ↗ |
| 21 | MML INVESTORS SERVICES, LLC | 2,336,978 | $118M | -333,580 | -12.5% | 11Q | SEC ↗ |
| 22 | CLIFTONLARSONALLEN WEALTH ADVISORS, LL | 2,207,918 | $112M | +84,232 | +4.0% | 2Q | SEC ↗ |
| 23 | JONES FINANCIAL COMPANIES LLLP | 2,052,618 | $104M | +551,538 | +36.7% | 10Q | SEC ↗ |
| 24 | RAYMOND JAMES FINANCIAL INC | 1,994,239 | $101M | +114,399 | +6.1% | 7Q | SEC ↗ |
| 25 | CWM, LLC | 1,799,492 | $91M | -176,740 | -8.9% | 12Q | SEC ↗ |
| 26 | Pinnacle Financial Partners, Inc. | 1,623,402 | $82M | +89,345 | +5.8% | 3Q | SEC ↗ |
| 27 | COMMONWEALTH EQUITY SERVICES, LLC | 1,542,764 | $78M | -117,766 | -7.1% | 11Q | SEC ↗ |
| 28 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 1,527,153 | $77M | +41,737 | +2.8% | 8Q | SEC ↗ |
| 29 | MCF Advisors LLC | 1,466,147 | $74M | +268,579 | +22.4% | 7Q | SEC ↗ |
| 30 | OSAIC HOLDINGS, INC. | 1,438,984 | $73M | -65,305 | -4.3% | 13Q | SEC ↗ |
| 31 | Clearwater Capital Advisors, LLC | 1,428,988 | $72M | +124,657 | +9.6% | 4Q | SEC ↗ |
| 32 | Kestra Investment Management, LLC | 1,401,838 | $71M | -434,432 | -23.7% | 9Q | SEC ↗ |
| 33 | MAI Capital Management | 1,370,765 | $69M | +26,367 | +2.0% | 7Q | SEC ↗ |
| 34 | Integrated Wealth Concepts LLC | 1,356,207 | $69M | -1,404 | -0.1% | 13Q | SEC ↗ |
| 35 | Americana Partners, LLC | 1,349,181 | $68M | +48,235 | +3.7% | 7Q | SEC ↗ |
| 36 | OneDigital Investment Advisors LLC | 1,340,343 | $68M | -56,294 | -4.0% | 10Q | SEC ↗ |
| 37 | Pacific Sage Partners, LLC | 1,297,061 | $66M | +123,915 | +10.6% | 4Q | SEC ↗ |
| 38 | Falcon Wealth Planning | 1,272,693 | $64M | +78,363 | +6.6% | 8Q | SEC ↗ |
| 39 | Arax Advisory Partners | 1,270,067 | $64M | +576,944 | +83.2% | 6Q | SEC ↗ |
| 40 | HighTower Advisors, LLC | 1,172,487 | $59M | +68,365 | +6.2% | 9Q | SEC ↗ |
| 41 | Betterment LLC | 1,117,683 | $57M | +514,004 | +85.1% | 5Q | SEC ↗ |
| 42 | Corient Private Wealth LP | 1,054,760 | $53M | +372,810 | +54.7% | 7Q | SEC ↗ |
| 43 | HUB Investment Partners, LLC | 996,162 | $50M | +68,024 | +7.3% | 3Q | SEC ↗ |
| 44 | Equitable Holdings, Inc. | 924,297 | $47M | -32,718 | -3.4% | 11Q | SEC ↗ |
| 45 | Envestnet Portfolio Solutions, Inc. | 917,830 | $46M | -1,405,590 | -60.5% | 11Q | SEC ↗ |
| 46 | Madison Wealth Partners, Inc | 909,176 | $46M | +47,374 | +5.5% | 6Q | SEC ↗ |
| 47 | Advisor OS, LLC | 907,716 | $46M | +9,371 | +1.0% | 2Q | SEC ↗ |
| 48 | MJP ASSOCIATES INC /ADV | 903,162 | $46M | +9,667 | +1.1% | 2Q | SEC ↗ |
| 49 | Arete Wealth Advisors, LLC | 896,622 | $45M | +15,711 | +1.8% | 10Q | SEC ↗ |
| 50 | Summit Financial, LLC | 852,313 | $43M | +77,818 | +10.0% | 4Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Shah Wealth Advisors, LLC | 508,683 | $26M |
| RENAISSANCE TECHNOLOGIES LLC | 301,000 | $15M |
| WOODMONT INVESTMENT COUNSEL LLC | 245,626 | $12M |
| Alexis Investment Partners, LLC | 183,013 | $9M |
| Global Retirement Partners, LLC | 182,027 | $9M |
| Diversify Advisory Services, LLC | 146,416 | $7M |
| R2 Capital Strategies, LLC | 141,469 | $7M |
| MILESTONE ASSET MANAGEMENT, LLC | 132,518 | $7M |
| Landing Point Financial Group, LLC | 121,147 | $6M |
| IFG Advisory, LLC | 84,810 | $4M |
| FIG FINANCIAL ADVISORY SERVICES INC | 80,131 | $4M |
| NORTHEAST PLANNING ASSOCIATES, INC. | 69,369 | $4M |
| New Insight Wealth Advisors | 60,052 | $3M |
| Plancorp, LLC | 43,951 | $2M |
| G&S Capital LLC | 42,852 | $2M |
| Founders Financial Alliance, LLC | 41,258 | $2M |
| Worth Financial Advisory Group, LLC | 40,493 | $2M |
| Bryant Woods Investment Advisors, L | 38,375 | $2M |
| Princeton Global Asset Management L | 36,599 | $2M |
| Redhawk Wealth Advisors, Inc. | 36,510 | $2M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 404,938 | $20M |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 380,357 | $19M |
| CITADEL ADVISORS LLC | 302,767 | $15M |
| READYSTATE ASSET MANAGEMENT LP | 190,000 | $10M |
| Phoenix Financial Ltd. | 123,042 | $6M |
| Sterling Investment Advisors, Ltd. | 92,800 | $5M |
| SEGALL BRYANT & HAMILL, LLC | 71,920 | $4M |
| Vermillion & White Wealth Managemen | 57,464 | $3M |
| Vise Technologies, Inc. | 50,389 | $3M |
| Independent Advisor Alliance | 41,310 | $2M |
| FLOW TRADERS U.S. LLC | 35,844 | $2M |
| Keystone Wealth Services, LLC | 30,897 | $2M |
| Ascentis Independent Advisors | 25,899 | $1M |
| WealthPLAN Partners, LLC | 23,084 | $1M |
| HFG Advisors, Inc. | 20,884 | $1M |
| J.M. Arbour, LLC | 19,264 | $974K |
| Concorde Asset Management, LLC | 18,540 | $938K |
| M1 Capital Management LLC | 18,417 | $931K |
| RCS Financial Planning, LLC | 18,162 | $918K |
| Hopwood Nicholas Hunter | 16,237 | $821K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | +4,336,355 | +20.9% | 25,102,937 |
| Dynasty Wealth Management, LLC | +1,096,348 | +9.1% | 13,122,011 |
| PNC Financial Services Group, Inc. | +939,675 | +10.8% | 9,656,156 |
| WELLS FARGO & COMPANY/MN | +734,095 | +12.6% | 6,581,193 |
| Sequoia Financial Advisors, LLC | +690,001 | +12.7% | 6,133,736 |
| Arax Advisory Partners | +576,944 | +83.2% | 1,270,067 |
| JONES FINANCIAL COMPANIES LLLP | +551,538 | +36.7% | 2,052,618 |
| OpenArc Corporate Advisory, LLC | +545,985 | +20.1% | 3,259,747 |
| Betterment LLC | +514,004 | +85.1% | 1,117,683 |
| Wharton Business Group, LLC | +475,305 | +18.3% | 3,067,790 |
| Members Advisory Group LLC | +459,045 | +1170.1% | 498,275 |
| Advocacy Wealth Management, LLC | +449,066 | +2664.1% | 465,922 |
| Modern Wealth Management, LLC | +448,368 | +216.1% | 655,822 |
| Corient Private Wealth LP | +372,810 | +54.7% | 1,054,760 |
| BANK OF AMERICA CORP /DE | +314,802 | +2.7% | 11,936,260 |
| SCOTIA CAPITAL INC. | +307,941 | +102.3% | 608,994 |
| SAGESPRING WEALTH PARTNERS, LLC | +297,667 | +10.4% | 3,160,173 |
| Merit Financial Group, LLC | +278,252 | +11.7% | 2,652,673 |
| MCF Advisors LLC | +268,579 | +22.4% | 1,466,147 |
| Quotient Wealth Partners, LLC | +195,515 | +3.5% | 5,746,548 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | -13,006,736 | -48.1% | 14,033,583 |
| GOLDMAN SACHS GROUP INC | -5,005,460 | -88.6% | 645,363 |
| LPL Financial LLC | -3,705,428 | -23.5% | 12,071,760 |
| Envestnet Portfolio Solutions, Inc. | -1,405,590 | -60.5% | 917,830 |
| PARK AVENUE SECURITIES LLC | -948,422 | -58.4% | 675,214 |
| JPMORGAN CHASE & CO | -902,222 | -6.5% | 12,880,051 |
| Janney Montgomery Scott LLC | -837,697 | -61.7% | 519,865 |
| Bank of New York Mellon Corp | -802,222 | -65.7% | 419,337 |
| Cetera Investment Advisers | -766,461 | -15.9% | 4,066,633 |
| MORGAN STANLEY | -593,629 | -6.0% | 9,290,697 |
| AMERIPRISE FINANCIAL INC | -563,714 | -7.0% | 7,473,195 |
| JANE STREET GROUP, LLC | -544,067 | -18.8% | 2,355,106 |
| Kestra Investment Management, LLC | -434,432 | -23.7% | 1,401,838 |
| UNITED CAPITAL FINANCIAL ADVISORS, | -416,337 | -47.1% | 467,672 |
| FMR LLC | -355,698 | -34.3% | 680,644 |
| Thrivent Financial for Lutherans | -345,353 | -40.0% | 517,230 |
| MML INVESTORS SERVICES, LLC | -333,580 | -12.5% | 2,336,978 |
| UBS Group AG | -314,265 | -6.3% | 4,651,975 |
| NewEdge Advisors, LLC | -236,343 | -22.7% | 804,170 |
| JB Capital LLC | -231,800 | -70.4% | 97,586 |