AOR icon

iShares Core 60/40 Balanced Allocation ETF

67 hedge funds and large institutions have $102M invested in iShares Core 60/40 Balanced Allocation ETF in 2015 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 5 closing their positions.

Holders
67
Holders Change
+3
Holders Change %
+4.69%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
9
Increased
26
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFG
51
CKW Financial Group
Hawaii
$79K +$2.99K +73 +4%
AIG
52
American International Group
New York
$69.7K
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$61K
MFS
54
MSI Financial Services
Massachusetts
$32K +$24.8K +600 +343%
SCA
55
Strategic Capital Alternatives
United States
$30K +$30K +734 New
WEC
56
Winslow Evans & Crocker
Massachusetts
$26.4K +$5.96K +146 +29%
AIP
57
Ameritas Investment Partners
Nebraska
$18K -$128K -3,262 -88%
FWM
58
Focused Wealth Management
New York
$18K +$2.04K +51 +13%
NFG
59
Next Financial Group
Texas
$13K
GWM
60
Gupta Wealth Management
California
$13K +$13K +310 New
PIA
61
Peachtree Investment Advisors
Georgia
$12K +$4.21K +100 +54%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$8K
AF
63
Allworth Financial
California
$7K +$7K +166 New
SIA
64
Stancorp Investment Advisers
Oregon
$3K
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10 -$73 -1,825 -88%
SFG
66
Sage Financial Group
Pennsylvania
-$553K -13,789 Closed
SWP
67
Stratos Wealth Partners
Ohio
-$544K -13,562 Closed
NPC
68
National Planning Corporation
California
-$477K -11,991 Closed
WFG
69
Windsor Financial Group
Minnesota
-$201K -5,000 Closed
BRWM
70
B. Riley Wealth Management
Tennessee
-$27K -673 Closed