AOR icon

iShares Core 60/40 Balanced Allocation ETF

171 hedge funds and large institutions have $456M invested in iShares Core 60/40 Balanced Allocation ETF in 2019 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 66 increasing their positions, 56 reducing their positions, and 16 closing their positions.

Holders
171
Holders Change
+1
Holders Change %
+0.59%
% of All Funds
3.72%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
19
Increased
66
Reduced
56
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FHC
26
First Heartland Consultants
Missouri
$3.5M -$5.29K -115 -0.2%
WA
27
Waverly Advisors
Alabama
$3.11M -$56K -1,217 -2%
AAS
28
Annex Advisory Services
Wisconsin
$2.6M +$40.5K +880 +2%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$2.45M -$31.6K -686 -1%
PWAG
30
Polaris Wealth Advisory Group
California
$2.38M +$10.4K +225 +0.4%
PAG
31
Private Advisor Group
New Jersey
$2.37M -$95.2K -2,141 -4%
NG
32
Northstar Group
New York
$2.34M -$160K -3,472 -6%
NWM
33
Northwest Wealth Management
Iowa
$1.94M -$64.3K -1,397 -3%
SFG
34
StrategIQ Financial Group
Indiana
$1.93M +$138K +3,000 +8%
SFG
35
Sage Financial Group
Pennsylvania
$1.91M +$232K +5,042 +14%
RWM
36
Reston Wealth Management
Virginia
$1.88M +$5.52K +120 +0.3%
AG
37
Advisor Group
Arizona
$1.86M -$165K -3,594 -8%
BWA
38
Burt Wealth Advisors
Maryland
$1.73M -$15.9K -346 -0.9%
BCM
39
Brookstone Capital Management
Illinois
$1.65M -$13.1K -285 -0.8%
RCA
40
Rowland Carmichael Advisors
Arizona
$1.63M +$288K +6,251 +21%
CWM
41
Cahaba Wealth Management
Georgia
$1.59M +$38.5K +837 +2%
WWM
42
Western Wealth Management
Colorado
$1.56M +$7.82K +170 +0.5%
NAS
43
Nicolet Advisory Services
Wisconsin
$1.37M +$112K +2,433 +9%
BTS
44
BB&T Securities
Virginia
$1.31M -$57.4K -1,248 -4%
CCM
45
Coldstream Capital Management
Washington
$1.26M -$91.6K -1,989 -7%
Jane Street
46
Jane Street
New York
$1.18M +$82.6K +1,794 +8%
JFA
47
JNBA Financial Advisors
Minnesota
$1.13M +$24.5K +532 +2%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$1.08M +$101K +2,200 +10%
EA
49
Efficient Advisors
Ohio
$1.06M -$28.6K -622 -3%
AFP
50
Ausdal Financial Partners
Iowa
$1.06M +$46.4K +1,013 +5%