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iShares Core 60/40 Balanced Allocation ETF

218 hedge funds and large institutions have $476M invested in iShares Core 60/40 Balanced Allocation ETF in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 71 increasing their positions, 55 reducing their positions, and 11 closing their positions.

Holders
218
Holders Change
+49
Holders Change %
+28.99%
% of All Funds
4.3%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
63
Increased
71
Reduced
55
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MFS
26
Madrona Financial Services
Washington
$3.66M -$91.9K -1,920 -2%
SFWA
27
Summit Financial Wealth Advisors
Louisiana
$3.2M
Bank of New York Mellon
28
Bank of New York Mellon
New York
$2.93M +$374K +7,825 +15%
AAS
29
Annex Advisory Services
Wisconsin
$2.82M -$67.3K -1,408 -2%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$2.77M +$14.9K +309 +0.5%
NWM
31
Northwest Wealth Management
Iowa
$2.72M +$480K +10,034 +21%
SWP
32
Stratos Wealth Partners
Ohio
$2.69M +$1.89M +39,452 +235%
PWAG
33
Polaris Wealth Advisory Group
California
$2.54M +$2.96K +61 +0.1%
SFG
34
Sage Financial Group
Pennsylvania
$2.5M +$150K +3,134 +6%
SFG
35
StrategIQ Financial Group
Indiana
$2.37M +$216K +4,519 +10%
NG
36
Northstar Group
New York
$2.3M -$67.3K -1,407 -3%
VWA
37
Visionary Wealth Advisors
Illinois
$2.27M +$2.27M +47,504 New
Qube Research & Technologies (QRT)
38
Qube Research & Technologies (QRT)
United Kingdom
$2.27M +$2.27M +47,470 New
FHC
39
First Heartland Consultants
Missouri
$2.21M -$1.39M -29,133 -39%
RWM
40
Reston Wealth Management
Virginia
$2.12M +$70.1K +1,466 +3%
AWM
41
AE Wealth Management
Kansas
$2.09M +$1.13M +23,677 +118%
PAG
42
Private Advisor Group
New Jersey
$1.72M -$646K -13,511 -27%
BCM
43
Brookstone Capital Management
Illinois
$1.69M +$13.1K +274 +0.8%
WWM
44
Western Wealth Management
Colorado
$1.66M +$5.93K +124 +0.4%
BWA
45
Burt Wealth Advisors
Maryland
$1.65M -$153K -3,192 -8%
CWM
46
Cahaba Wealth Management
Georgia
$1.64M +$100K +2,094 +7%
VFP
47
Verus Financial Partners
Virginia
$1.63M -$7.94K -166 -0.5%
AG
48
Advisor Group
Arizona
$1.57M -$25.9K -542 -2%
Citadel Advisors
49
Citadel Advisors
Florida
$1.53M +$296K +6,179 +24%
RJA
50
Raymond James & Associates
Florida
$1.41M +$428K +8,954 +44%