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iShares Core 60/40 Balanced Allocation ETF

156 hedge funds and large institutions have $317M invested in iShares Core 60/40 Balanced Allocation ETF in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 73 increasing their positions, 31 reducing their positions, and 12 closing their positions.

Holders
156
Holders Change
+8
Holders Change %
+5.41%
% of All Funds
3.58%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
21
Increased
73
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Lido Advisors
26
Lido Advisors
California
$2.47M -$1.28M -28,795 -34%
AAS
27
Annex Advisory Services
Wisconsin
$2.4M +$93K +2,096 +4%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$2.36M +$621 +14 +0%
JWM
29
Jackson Wealth Management
Florida
$2.22M +$14.2K +316 +0.6%
GFPC
30
Global Financial Private Capital
Florida
$2.22M +$17K +163 +0.8%
VF
31
Virtu Financial
New York
$1.99M +$1.99M +44,859 New
CAN
32
Cetera Advisor Networks
California
$1.75M -$36.8K -830 -2%
RCG
33
Ruggie Capital Group
Florida
$1.74M +$26.2K +590 +2%
RJA
34
Raymond James & Associates
Florida
$1.73M +$1.18M +26,553 +213%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$1.66M +$1.06M +24,000 +179%
BWA
36
Burt Wealth Advisors
Maryland
$1.63M +$133 +3 +0%
PWAG
37
Polaris Wealth Advisory Group
California
$1.51M
SFG
38
StrategIQ Financial Group
Indiana
$1.49M +$137K +3,091 +10%
NWM
39
Northwest Wealth Management
Iowa
$1.42M +$47.5K +1,070 +3%
BTS
40
BB&T Securities
Virginia
$1.4M +$15.1K +340 +1%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$1.37M +$529K +11,932 +63%
Stifel Financial
42
Stifel Financial
Missouri
$1.29M -$25.2K -566 -2%
DAS
43
Dynamic Advisor Solutions
Arizona
$1.25M -$111K -2,500 -8%
FAIM
44
Financial Advocates Investment Management
Washington
$1.17M +$765K +17,305 +188%
CA
45
Cetera Advisors
Colorado
$1.17M -$250K -5,610 -18%
CCM
46
Coldstream Capital Management
Washington
$1.16M +$41.6K +937 +4%
EA
47
Efficient Advisors
Ohio
$1.08M -$11.8K -266 -1%
Goldman Sachs
48
Goldman Sachs
New York
$1.03M +$125K +2,820 +14%
CPA
49
Clear Perspective Advisors
Illinois
$972K +$895K +815 +1,164%
IA
50
IFP Advisors
Florida
$939K -$369K -8,310 -28%