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iShares Core 60/40 Balanced Allocation ETF

96 hedge funds and large institutions have $256M invested in iShares Core 60/40 Balanced Allocation ETF in 2016 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+8
Holders Change %
+9.09%
% of All Funds
2.57%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
19
Increased
40
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
26
Annex Advisory Services
Wisconsin
$1.37M +$208K +5,198 +18%
BCM
27
Brookstone Capital Management
Illinois
$1.16M -$7.65M -191,168 -87%
Ameriprise
28
Ameriprise
Minnesota
$1.09M +$92.8K +2,317 +9%
BW
29
Bison Wealth
Georgia
$1.08M -$376K -9,472 -26%
EA
30
Efficient Advisors
Ohio
$997K -$17.9K -447 -2%
BTS
31
BB&T Securities
Virginia
$992K
WA
32
Waverly Advisors
Alabama
$900K +$261K +6,520 +41%
BRM
33
Boston Research & Management
Massachusetts
$863K
IA
34
IFP Advisors
Florida
$761K +$700K +17,478 +1,142%
JWA
35
JFS Wealth Advisors
Pennsylvania
$757K +$53.9K +1,346 +8%
ACS
36
Archford Capital Strategies
Illinois
$736K -$49K -1,225 -6%
PWAG
37
Polaris Wealth Advisory Group
California
$729K +$283K +7,067 +63%
SI
38
SII Investments
Wisconsin
$684K +$174K +4,341 +34%
SFG
39
StrategIQ Financial Group
Indiana
$680K +$40.8K +1,019 +6%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$598K -$1.68M -41,951 -74%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$574K +$574K +14,457 New
Bank of New York Mellon
42
Bank of New York Mellon
New York
$536K
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$534K +$534K +13,330 New
JPMPWA
44
J.P. Morgan Private Wealth Advisors
California
$512K +$512K +12,800 New
Koshinski Asset Management
45
Koshinski Asset Management
Illinois
$483K
SFWA
46
Summit Financial Wealth Advisors
Louisiana
$481K -$1.6K -40 -0.3%
BSWM
47
Boston Standard Wealth Management
Massachusetts
$433K +$77.9K +1,945 +22%
CBU
48
CIBC Bank USA
Illinois
$432K -$221K -5,507 -34%
OC
49
Oakworth Capital
Alabama
$415K
AWM
50
Avior Wealth Management
Nebraska
$407K +$4.08K +102 +1%