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iShares Core 60/40 Balanced Allocation ETF

97 hedge funds and large institutions have $251M invested in iShares Core 60/40 Balanced Allocation ETF in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 48 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+1
Holders Change %
+1.04%
% of All Funds
2.59%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
10
Increased
48
Reduced
27
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EA
26
Efficient Advisors
Ohio
$1.04M +$19K +463 +2%
WA
27
Waverly Advisors
Alabama
$1.04M +$117K +2,841 +13%
PWAG
28
Polaris Wealth Advisory Group
California
$1M +$251K +6,096 +33%
BTS
29
BB&T Securities
Virginia
$999K -$20.6K -500 -2%
NG
30
Northstar Group
New York
$990K +$990K +23,400 New
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$978K +$648K +15,750 +196%
IA
32
IFP Advisors
Florida
$897K +$115K +2,797 +15%
BRM
33
Boston Research & Management
Massachusetts
$849K -$39.1K -950 -4%
SFG
34
StrategIQ Financial Group
Indiana
$818K +$120K +2,911 +17%
JWA
35
JFS Wealth Advisors
Pennsylvania
$812K +$33.2K +807 +4%
BCM
36
Brookstone Capital Management
Illinois
$811K -$377K -9,160 -32%
ACS
37
Archford Capital Strategies
Illinois
$795K +$38.9K +947 +5%
SI
38
SII Investments
Wisconsin
$737K +$34.4K +837 +5%
AFP
39
Ausdal Financial Partners
Iowa
$732K +$732K +17,796 New
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$718K +$104K +2,533 +17%
JPMPWA
41
J.P. Morgan Private Wealth Advisors
California
$560K +$33.3K +810 +6%
BW
42
Bison Wealth
Georgia
$557K -$561K -13,633 -50%
Citadel Advisors
43
Citadel Advisors
Florida
$552K +$183K +4,432 +49%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$551K
SFWA
45
Summit Financial Wealth Advisors
Louisiana
$505K +$10.2K +247 +2%
BSWM
46
Boston Standard Wealth Management
Massachusetts
$461K +$15.7K +381 +4%
Koshinski Asset Management
47
Koshinski Asset Management
Illinois
$419K -$77.9K -1,892 -16%
CBU
48
CIBC Bank USA
Illinois
$412K -$31.1K -755 -7%
AWM
49
Avior Wealth Management
Nebraska
$401K -$17.9K -435 -4%
VFP
50
Verus Financial Partners
Virginia
$388K +$17.9K +435 +5%