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iShares Core 60/40 Balanced Allocation ETF

67 hedge funds and large institutions have $115M invested in iShares Core 60/40 Balanced Allocation ETF in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 31 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
67
Holders Change
Holders Change %
0%
% of All Funds
1.81%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
31
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
26
Annex Advisory Services
Wisconsin
$918K +$155K +3,829 +20%
VKH
27
Virtu KCG Holdings
New York
$884K +$884K +21,817 New
WA
28
Waverly Advisors
Alabama
$799K -$263K -6,486 -25%
CBU
29
CIBC Bank USA
Illinois
$757K -$6.65K -164 -0.9%
Jane Street
30
Jane Street
New York
$682K +$263K +6,502 +63%
VF
31
Virtu Financial
New York
$623K +$623K +15,355 New
ACS
32
Archford Capital Strategies
Illinois
$621K +$130K +3,200 +26%
CA
33
Cetera Advisors
Colorado
$593K -$19.1K -472 -3%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$569K -$193K -4,757 -25%
Koshinski Asset Management
35
Koshinski Asset Management
Illinois
$534K
SI
36
SII Investments
Wisconsin
$482K +$9.93K +245 +2%
OC
37
Oakworth Capital
Alabama
$438K +$10.4K +255 +2%
ACM
38
Argentus Capital Management
Texas
$416K -$331K -8,153 -44%
NC
39
NewSquare Capital
Pennsylvania
$415K -$209K -5,162 -34%
MFS
40
MSI Financial Services
Massachusetts
$374K +$343K +8,450 +1,090%
OAJ
41
Ogorek Anthony Joseph
New York
$370K -$57.6K -1,421 -13%
GC
42
Gratus Capital
Georgia
$349K +$3.65K +90 +1%
Wells Fargo
43
Wells Fargo
California
$330K +$44.3K +1,095 +15%
FAAS
44
First Allied Advisory Services
California
$330K +$119K +2,932 +56%
Citigroup
45
Citigroup
New York
$310K -$243K -5,993 -44%
VFAM
46
Valley Forge Asset Management
Pennsylvania
$304K +$304K +7,500 New
W
47
Wealthquest
Ohio
$289K -$7.05K -174 -2%
PAG
48
Private Advisor Group
New Jersey
$239K +$239K +5,893 New
NPF
49
Norris Perne & French
Michigan
$235K
BSWM
50
Boston Standard Wealth Management
Massachusetts
$232K +$13.8K +414 +6%