AOR icon

iShares Core 60/40 Balanced Allocation ETF

70 hedge funds and large institutions have $147M invested in iShares Core 60/40 Balanced Allocation ETF in 2015 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 32 reducing their positions, and 5 closing their positions.

Holders
70
Holders Change
+3
Holders Change %
+4.48%
% of All Funds
1.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
23
Reduced
32
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
26
Annex Advisory Services
Wisconsin
$946K +$82K +2,148 +9%
BTS
27
BB&T Securities
Virginia
$936K -$32.4K -850 -3%
BRM
28
Boston Research & Management
Massachusetts
$864K -$93.4K -2,450 -10%
WA
29
Waverly Advisors
Alabama
$770K +$18.5K +485 +2%
CBU
30
CIBC Bank USA
Illinois
$725K +$12.7K +333 +2%
VKH
31
Virtu KCG Holdings
New York
$666K -$166K -4,361 -20%
ACS
32
Archford Capital Strategies
Illinois
$615K +$31.2K +817 +5%
Koshinski Asset Management
33
Koshinski Asset Management
Illinois
$525K -$9.08K -224 -2%
SI
34
SII Investments
Wisconsin
$452K -$2.22K -58 -0.5%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$435K -$101K -2,650 -19%
MFS
36
MSI Financial Services
Massachusetts
$421K +$68.7K +1,800 +20%
OC
37
Oakworth Capital
Alabama
$401K -$9.94K -261 -2%
NC
38
NewSquare Capital
Pennsylvania
$379K -$11.1K -290 -3%
SC
39
Scotia Capital
Ontario, Canada
$365K +$365K +9,528 New
Ameriprise
40
Ameriprise
Minnesota
$349K -$488K -12,804 -58%
OAJ
41
Ogorek Anthony Joseph
New York
$340K -$8.2K -215 -2%
GC
42
Gratus Capital
Georgia
$330K +$1.91K +50 +0.6%
FAAS
43
First Allied Advisory Services
California
$307K -$6.21K -162 -2%
CA
44
Cetera Advisors
Colorado
$293K -$260K -6,878 -47%
BSWM
45
Boston Standard Wealth Management
Massachusetts
$278K +$14.2K +375 +5%
W
46
Wealthquest
Ohio
$265K -$6.75K -177 -2%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$256K +$256K +6,702 New
KSA
48
Ken Stern & Associates
California
$231K +$13.1K +343 +6%
NPF
49
Norris Perne & French
Michigan
$221K
Citigroup
50
Citigroup
New York
$211K -$80.4K -2,113 -28%