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iShares Core 60/40 Balanced Allocation ETF

41 hedge funds and large institutions have $41.8M invested in iShares Core 60/40 Balanced Allocation ETF in 2014 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
41
Holders Change
+1
Holders Change %
+2.5%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
17
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
26
Annex Advisory Services
Wisconsin
$228K -$66.5K -1,699 -23%
NPF
27
Norris Perne & French
Michigan
$227K +$227K +5,800 New
PAS
28
Partnervest Advisory Services
California
$209K -$192K -4,886 -48%
AWM
29
Avior Wealth Management
Nebraska
$148K +$148K +3,789 New
Creative Planning
30
Creative Planning
Kansas
$129K
Wells Fargo
31
Wells Fargo
California
$103K +$103K +2,641 New
ACS
32
Archford Capital Strategies
Illinois
$98K +$98K +2,503 New
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$92K +$25.7K +660 +39%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$88K +$88K +2,261 New
CFG
35
CKW Financial Group
Hawaii
$71K +$3.92K +97 +6%
AIG
36
American International Group
New York
$47.2K
BRWM
37
B. Riley Wealth Management
Tennessee
$29K +$29K +747 New
PWAG
38
Polaris Wealth Advisory Group
California
$17K
FWM
39
Focused Wealth Management
New York
$10K
TRCT
40
Tower Research Capital (TRC)
New York
$5K +$5K +126 New
Manulife (Manufacturers Life Insurance)
41
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$81
MAA
42
Managed Account Advisors
New Jersey
-$2.13M -55,240 Closed
CFA
43
Cahill Financial Advisors
Minnesota
-$358K -9,280 Closed
CL
44
CPWM LLC
Washington
-$333K -8,647 Closed
DFIM
45
Detwiler Fenton Investment Management
Massachusetts
-$211K -5,486 Closed
FAAM
46
First Allied Asset Management
California
-$205K -5,319 Closed
PFO
47
Pathstone Family Office
New Jersey
-$3K -80 Closed