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iShares Core 60/40 Balanced Allocation ETF

88 hedge funds and large institutions have $204M invested in iShares Core 60/40 Balanced Allocation ETF in 2016 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 29 reducing their positions, and 9 closing their positions.

Holders
88
Holders Change
+7
Holders Change %
+8.64%
% of All Funds
2.35%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
17
Increased
27
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MHS
51
M Holdings Securities
Oregon
$369K
NC
52
NewSquare Capital
Pennsylvania
$351K -$23.9K -605 -6%
BSWM
53
Boston Standard Wealth Management
Massachusetts
$350K +$350K +8,872 New
OAJ
54
Ogorek Anthony Joseph
New York
$341K -$12.1K -307 -3%
LTFS
55
Ladenburg Thalmann Financial Services
Florida
$309K -$78.6K -1,996 -20%
VFP
56
Verus Financial Partners
Virginia
$305K +$92K +2,334 +43%
IFAM
57
Institutional & Family Asset Management
Colorado
$304K
FAAS
58
First Allied Advisory Services
California
$289K -$25.5K -648 -8%
KSA
59
Ken Stern & Associates
California
$284K +$28.6K +725 +11%
MFS
60
MSI Financial Services
Massachusetts
$265K -$45.3K -1,150 -15%
SBL
61
Sargent Bickham Lagudis
Colorado
$215K +$215K +5,453 New
Citigroup
62
Citigroup
New York
$213K
FWM
63
Frontier Wealth Management
Missouri
$203K
RCG
64
Ruggie Capital Group
Florida
$164K +$164K +4,165 New
IF
65
Ironwood Financial
Arizona
$160K +$160K +4,052 New
GWM
66
Geneos Wealth Management
Colorado
$150K +$150K +3,821 New
RCA
67
Rowland Carmichael Advisors
Arizona
$145K +$145K +3,671 New
Creative Planning
68
Creative Planning
Kansas
$134K +$1.11K +28 +0.8%
AIG
69
American International Group
New York
$93K +$67.8K +1,720 +270%
CFG
70
CKW Financial Group
Hawaii
$90K +$13K +332 +17%
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$88K -$793 -20 -0.9%
IA
72
IFP Advisors
Florida
$66K -$468K -10,840 -88%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$59K
AWM
74
AllSquare Wealth Management
New York
$43K -$9.55K -240 -18%
WEC
75
Winslow Evans & Crocker
Massachusetts
$42K -$986 -25 -2%