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iShares Core 60/40 Balanced Allocation ETF

40 hedge funds and large institutions have $33.2M invested in iShares Core 60/40 Balanced Allocation ETF in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 7 closing their positions.

Holders
40
Holders Change
+3
Holders Change %
+8.11%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
11
Increased
18
Reduced
8
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TAG
26
Tactical Allocation Group
Michigan
$349K -$3.77K -98 -1%
CL
27
CPWM LLC
Washington
$333K +$333K +8,647 New
AAS
28
Annex Advisory Services
Wisconsin
$290K +$59K +1,530 +26%
CA
29
Cetera Advisors
Colorado
$279K +$279K +7,215 New
DFIM
30
Detwiler Fenton Investment Management
Massachusetts
$211K -$8.5K -221 -4%
FAAM
31
First Allied Asset Management
California
$205K +$205K +5,319 New
Creative Planning
32
Creative Planning
Kansas
$127K
WA
33
Waverly Advisors
Alabama
$123K +$56.7K +1,478 +86%
Fifth Third Bancorp
34
Fifth Third Bancorp
Ohio
$66K -$93.6K -2,413 -59%
CFG
35
CKW Financial Group
Hawaii
$64K +$64K +1,661 New
AIG
36
American International Group
New York
$46.5K
PWAG
37
Polaris Wealth Advisory Group
California
$17K -$305 -8 -2%
FWM
38
Focused Wealth Management
New York
$10K +$5.1K +130 +104%
PFO
39
Pathstone Family Office
New Jersey
$3K
Manulife (Manufacturers Life Insurance)
40
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$80 +$80 +2,075 New
SI
41
SII Investments
Wisconsin
-$397K -10,538 Closed
Goldman Sachs
42
Goldman Sachs
New York
-$232K -6,284 Closed
EC
43
Estate Counselors
Wisconsin
-$203K -5,500 Closed
Citigroup
44
Citigroup
New York
-$29K -774 Closed
WA
45
WFG Advisors
Texas
-$28K -750 Closed
AA
46
AlphaMark Advisors
Kentucky
-$17K -468 Closed