AOR icon

iShares Core 60/40 Balanced Allocation ETF

67 hedge funds and large institutions have $102M invested in iShares Core 60/40 Balanced Allocation ETF in 2015 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 5 closing their positions.

Holders
67
Holders Change
+3
Holders Change %
+4.69%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
9
Increased
26
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
26
Argentus Capital Management
Texas
$752K +$752K +18,411 New
NC
27
NewSquare Capital
Pennsylvania
$628K -$279K -6,830 -31%
CA
28
Cetera Advisors
Colorado
$615K +$50.9K +1,248 +9%
Citigroup
29
Citigroup
New York
$557K -$515K -12,625 -48%
Koshinski Asset Management
30
Koshinski Asset Management
Illinois
$538K +$54.3K +1,331 +11%
ACS
31
Archford Capital Strategies
Illinois
$494K +$40K +980 +9%
SI
32
SII Investments
Wisconsin
$476K +$68.2K +1,668 +17%
OC
33
Oakworth Capital
Alabama
$434K -$54.4K -1,320 -11%
OAJ
34
Ogorek Anthony Joseph
New York
$431K +$3.72K +91 +0.9%
Jane Street
35
Jane Street
New York
$422K +$422K +10,330 New
GC
36
Gratus Capital
Georgia
$347K -$25K -614 -7%
Ameriprise
37
Ameriprise
Minnesota
$302K -$89.2K -2,189 -23%
W
38
Wealthquest
Ohio
$298K +$3.35K +82 +1%
Wells Fargo
39
Wells Fargo
California
$288K -$764K -18,752 -73%
BSWM
40
Boston Standard Wealth Management
Massachusetts
$272K +$17.6K +425 +7%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$264K +$264K +6,478 New
NPF
42
Norris Perne & French
Michigan
$237K
FAAS
43
First Allied Advisory Services
California
$212K +$212K +5,233 New
KSA
44
Ken Stern & Associates
California
$211K +$211K +5,163 New
IF
45
Ironwood Financial
Arizona
$165K
AWM
46
Avior Wealth Management
Nebraska
$161K +$366 +9 +0.2%
Creative Planning
47
Creative Planning
Kansas
$137K +$2.93K +72 +2%
AWM
48
AllSquare Wealth Management
New York
$117K -$5.73K -140 -5%
MAA
49
Managed Account Advisors
New Jersey
$116K -$42.5M -1,041,304 -100%
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$116K +$11.9K +290 +11%