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iShares Core 60/40 Balanced Allocation ETF

109 hedge funds and large institutions have $500M invested in iShares Core 60/40 Balanced Allocation ETF in 2016 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 27 reducing their positions, and 10 closing their positions.

Holders
109
Holders Change
+12
Holders Change %
+12.37%
% of All Funds
2.73%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
25
Increased
39
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$1.37M +$409K +10,076 +42%
NG
27
Northstar Group
New York
$1.29M +$340K +8,384 +36%
AIP
28
Ahrens Investment Partners
Louisiana
$1.25M +$1.25M +30,675 New
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$1.11M +$839K +20,673 +306%
Baird Financial Group
30
Baird Financial Group
Wisconsin
$1.08M +$1.08M +26,700 New
EA
31
Efficient Advisors
Ohio
$1.05M +$15.7K +386 +2%
PWAG
32
Polaris Wealth Advisory Group
California
$1.01M +$22.1K +545 +2%
BTS
33
BB&T Securities
Virginia
$999K
WA
34
Waverly Advisors
Alabama
$975K -$52.4K -1,292 -5%
BCM
35
Brookstone Capital Management
Illinois
$932K +$133K +3,278 +17%
IA
36
IFP Advisors
Florida
$901K +$16.2K +400 +2%
SFG
37
StrategIQ Financial Group
Indiana
$893K +$85.8K +2,115 +11%
JWA
38
JFS Wealth Advisors
Pennsylvania
$849K +$48.8K +1,202 +6%
Goldman Sachs
39
Goldman Sachs
New York
$825K +$825K +20,327 New
ACS
40
Archford Capital Strategies
Illinois
$804K +$20.3K +500 +3%
NWM
41
Northwest Wealth Management
Iowa
$799K +$799K +19,696 New
BRM
42
Boston Research & Management
Massachusetts
$755K -$81.9K -2,020 -10%
AFP
43
Ausdal Financial Partners
Iowa
$720K -$2.03K -50 -0.3%
DWA
44
Dorsey Wright & Associates
California
$643K +$643K +15,850 New
PAG
45
Private Advisor Group
New Jersey
$571K +$571K +13,893 New
JPMPWA
46
J.P. Morgan Private Wealth Advisors
California
$552K
SI
47
SII Investments
Wisconsin
$546K -$182K -4,481 -25%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$544K +$487 +12 +0.1%
PA
49
Parallel Advisors
California
$514K +$514K +12,677 New
SFWA
50
Summit Financial Wealth Advisors
Louisiana
$498K