iShares Core 60/40 Balanced Allocation ETF
37 hedge funds and large institutions have $21.2M invested in iShares Core 60/40 Balanced Allocation ETF in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
+4
Holders Change %
+12.12%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
13
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
26
Creative Planning
Overland Park,
Kansas
| $121K | +$2.65K | +72 | +2% |
|
|
SFS
27
Signator Financial Services
Boston,
Massachusetts
| $77K | – | – | – |
|
|
U
28
UBS
Zurich,
Switzerland
| $73K | -$89.7K | -2,424 | -55% |
|
|
WA
29
Waverly Advisors
Birmingham,
Alabama
| $64K | +$64K | +1,726 | New |
|
|
AIG
30
American International Group
New York
| $44.5K | +$44.5K | +1,207 | New |
|
31
Citigroup
New York
| $29K | -$33.4K | -891 | -54% |
|
|
WA
32
WFG Advisors
Dallas,
Texas
| $28K | – | – | – |
|
|
AA
33
AlphaMark Advisors
Ft. Wright,
Kentucky
| $17K | – | – | – |
|
|
PWAG
34
Polaris Wealth Advisory Group
San Rafael,
California
| $16.7K | – | – | – |
|
|
FWM
35
Focused Wealth Management
Newburgh,
New York
| $5K | +$5K | +125 | New |
|
|
PFO
36
Pathstone Family Office
Englewood,
New Jersey
| $3K | – | – | – |
|
37
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.86M | -52,461 | Closed |
|
|
SIA
38
Spruce Investment Advisors
Stamford,
Connecticut
| – | -$317K | -8,940 | Closed |
|
39
Jane Street
New York
| – | -$208K | -5,867 | Closed |
|