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iShares Core 60/40 Balanced Allocation ETF

115 hedge funds and large institutions have $269M invested in iShares Core 60/40 Balanced Allocation ETF in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+6
Holders Change %
+5.5%
% of All Funds
2.87%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
19
Increased
43
Reduced
33
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BWA
26
Burt Wealth Advisors
Maryland
$1.56M +$212 +5 +0%
CAN
27
Cetera Advisor Networks
California
$1.5M -$6.91K -163 -0.5%
SCM
28
Stonehearth Capital Management
Massachusetts
$1.49M -$57.3K -1,352 -4%
ACP
29
Aveo Capital Partners
Colorado
$1.4M -$348K -8,208 -20%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$1.4M -$25.7K -611 -2%
AIP
31
Ahrens Investment Partners
Louisiana
$1.31M +$12.9K +304 +1%
BCM
32
Brookstone Capital Management
Illinois
$1.19M +$213K +5,024 +22%
IA
33
IFP Advisors
Florida
$1.07M +$124K +2,923 +13%
EA
34
Efficient Advisors
Ohio
$1.06M -$28.2K -666 -3%
WA
35
Waverly Advisors
Alabama
$1.02M +$2.76K +65 +0.3%
PWAG
36
Polaris Wealth Advisory Group
California
$993K -$61.1K -1,440 -6%
NWM
37
Northwest Wealth Management
Iowa
$963K +$128K +3,014 +15%
BTS
38
BB&T Securities
Virginia
$941K -$89K -2,100 -9%
SFG
39
StrategIQ Financial Group
Indiana
$932K -$509 -12 -0.1%
ACS
40
Archford Capital Strategies
Illinois
$931K +$90.3K +2,130 +11%
PAG
41
Private Advisor Group
New Jersey
$921K +$336K +7,964 +57%
Goldman Sachs
42
Goldman Sachs
New York
$862K
JWA
43
JFS Wealth Advisors
Pennsylvania
$849K
BRM
44
Boston Research & Management
Massachusetts
$790K +$1.27K +30 +0.2%
AFP
45
Ausdal Financial Partners
Iowa
$732K -$20.3K -479 -3%
JPMPWA
46
J.P. Morgan Private Wealth Advisors
California
$594K +$17.3K +408 +3%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$584K +$15.1K +356 +3%
PA
48
Parallel Advisors
California
$577K +$33.6K +784 +6%
CA
49
Cetera Advisors
Colorado
$571K +$235K +5,522 +70%
RJA
50
Raymond James & Associates
Florida
$557K +$106K +2,500 +23%