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iShares Core 60/40 Balanced Allocation ETF

218 hedge funds and large institutions have $476M invested in iShares Core 60/40 Balanced Allocation ETF in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 71 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+49
Holders Change %
+28.99%
% of All Funds
4.3%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
63
Increased
71
Reduced
55
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFD
226
Creative Financial Designs
Indiana
-$77K -1,698 Closed
GSWM
227
Golden State Wealth Management
California
-$30K -653 Closed
SPIA
228
Steward Partners Investment Advisory
New York
-$28K -614 Closed