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iShares Core 60/40 Balanced Allocation ETF

170 hedge funds and large institutions have $446M invested in iShares Core 60/40 Balanced Allocation ETF in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 60 reducing their positions, and 19 closing their positions.

Holders
170
Holders Change
+1
Holders Change %
+0.59%
% of All Funds
3.69%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.15%
New
23
Increased
56
Reduced
60
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FHC
26
First Heartland Consultants
Missouri
$3.41M -$371K -8,291 -10%
WA
27
Waverly Advisors
Alabama
$3.08M +$383K +8,566 +14%
AAS
28
Annex Advisory Services
Wisconsin
$2.49M +$107K +2,398 +4%
NG
29
Northstar Group
New York
$2.43M -$200K -4,469 -8%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$2.41M +$1.42M +31,811 +143%
PAG
31
Private Advisor Group
New Jersey
$2.4M +$307K +7,104 +15%
PWAG
32
Polaris Wealth Advisory Group
California
$2.31M +$116K +2,569 +5%
SF
33
Summit Financial
New Jersey
$2.11M +$4.2K +94 +0.2%
AG
34
Advisor Group
Arizona
$1.97M +$402K +8,984 +26%
NWM
35
Northwest Wealth Management
Iowa
$1.95M +$238K +5,335 +14%
RWM
36
Reston Wealth Management
Virginia
$1.85M +$425K +9,396 +30%
SFG
37
StrategIQ Financial Group
Indiana
$1.74M +$12.9K +289 +0.7%
GFPC
38
Global Financial Private Capital
Florida
$1.74M -$97.2K -2,175 -5%
BWA
39
Burt Wealth Advisors
Maryland
$1.7M -$908K -20,298 -35%
CAN
40
Cetera Advisor Networks
California
$1.65M -$115K -2,567 -7%
SFG
41
Sage Financial Group
Pennsylvania
$1.63M -$1.54M -34,569 -49%
BCM
42
Brookstone Capital Management
Illinois
$1.61M +$37.2K +833 +2%
CWM
43
Cahaba Wealth Management
Georgia
$1.51M -$19.8K -444 -1%
WWM
44
Western Wealth Management
Colorado
$1.51M +$1.29M +28,750 +584%
VFP
45
Verus Financial Partners
Virginia
$1.4M +$333K +7,445 +31%
BTS
46
BB&T Securities
Virginia
$1.33M -$10.4M -231,966 -89%
CCM
47
Coldstream Capital Management
Washington
$1.31M +$34.9K +780 +3%
RCA
48
Rowland Carmichael Advisors
Arizona
$1.3M +$1.14M +25,431 +680%
Lido Advisors
49
Lido Advisors
California
$1.22M -$153K -3,431 -11%
NAS
50
Nicolet Advisory Services
Wisconsin
$1.22M +$1.22M +27,303 New