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iShares Core 60/40 Balanced Allocation ETF

96 hedge funds and large institutions have $256M invested in iShares Core 60/40 Balanced Allocation ETF in 2016 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 24 reducing their positions, and 9 closing their positions.

Holders
96
Holders Change
+8
Holders Change %
+9.09%
% of All Funds
2.57%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
19
Increased
40
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SC
51
Scotia Capital
Ontario, Canada
$383K
VFP
52
Verus Financial Partners
Virginia
$360K +$50K +1,248 +16%
Citadel Advisors
53
Citadel Advisors
Florida
$359K -$262K -6,537 -42%
OAJ
54
Ogorek Anthony Joseph
New York
$356K +$10.8K +271 +3%
MHS
55
M Holdings Securities
Oregon
$355K -$19.3K -482 -5%
RCG
56
Ruggie Capital Group
Florida
$325K +$158K +3,955 +95%
LTFS
57
Ladenburg Thalmann Financial Services
Florida
$321K +$7.32K +183 +2%
SHCM
58
Stokes & Hubbell Capital Management
Louisiana
$318K +$318K +7,955 New
KSA
59
Ken Stern & Associates
California
$315K +$26.5K +662 +9%
NFG
60
Nations Financial Group
Iowa
$300K -$190K -4,743 -39%
RJA
61
Raymond James & Associates
Florida
$273K +$273K +6,817 New
MFS
62
MSI Financial Services
Massachusetts
$269K
FAAS
63
First Allied Advisory Services
California
$241K -$50.9K -1,280 -17%
HighTower Advisors
64
HighTower Advisors
Illinois
$225K +$225K +5,624 New
CAMG
65
CWA Asset Management Group
Florida
$219K +$219K +5,480 New
CCA
66
Clearwater Capital Advisors
Illinois
$217K +$217K +5,464 New
WP
67
WealthPLAN Partners
Nebraska
$200K +$200K +5,000 New
GWM
68
Geneos Wealth Management
Colorado
$190K +$36.7K +915 +24%
Citigroup
69
Citigroup
New York
$180K -$36K -900 -17%
IF
70
Ironwood Financial
Arizona
$162K
RCA
71
Rowland Carmichael Advisors
Arizona
$145K -$2.21K -55 -1%
AG
72
Advisor Group
Arizona
$140K +$140K +3,539 New
Creative Planning
73
Creative Planning
Kansas
$129K -$6.47K -162 -5%
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$99K +$9.95K +248 +11%
CFG
75
CKW Financial Group
Hawaii
$93K +$1.67K +42 +2%