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iShares Core 60/40 Balanced Allocation ETF

44 hedge funds and large institutions have $53.1M invested in iShares Core 60/40 Balanced Allocation ETF in 2014 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
+4
Holders Change %
+10%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
23
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
26
Annex Advisory Services
Wisconsin
$386K +$79.1K +2,005 +26%
NPC
27
National Planning Corporation
California
$352K
ACS
28
Archford Capital Strategies
Illinois
$321K +$168K +4,251 +109%
NPF
29
Norris Perne & French
Michigan
$229K
AWM
30
Avior Wealth Management
Nebraska
$155K +$5.71K +145 +4%
Creative Planning
31
Creative Planning
Kansas
$144K +$14.1K +357 +11%
MFS
32
MSI Financial Services
Massachusetts
$102K +$102K +2,580 New
PAG
33
Private Advisor Group
New Jersey
$97K +$97K +2,458 New
CFG
34
CKW Financial Group
Hawaii
$72K +$1.5K +38 +2%
AIG
35
American International Group
New York
$67.4K +$19.7K +500 +41%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$59K
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$55K -$24.6K -625 -31%
NFG
38
Next Financial Group
Texas
$53K +$53K +1,337 New
BRWM
39
B. Riley Wealth Management
Tennessee
$26K
WEC
40
Winslow Evans & Crocker
Massachusetts
$19.7K +$19.7K +500 New
FWM
41
Focused Wealth Management
New York
$16K
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$8K +$8K +200 New
PIA
43
Peachtree Investment Advisors
Georgia
$5K +$5K +120 New
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$82
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
-$497K -12,284 Closed
MG
46
MDE Group
New Jersey
-$74K -1,839 Closed
PAS
47
Partnervest Advisory Services
California
-$48K -1,183 Closed