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iShares Core 60/40 Balanced Allocation ETF

97 hedge funds and large institutions have $251M invested in iShares Core 60/40 Balanced Allocation ETF in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 48 increasing their positions, 27 reducing their positions, and 7 closing their positions.

Holders
97
Holders Change
+1
Holders Change %
+1.04%
% of All Funds
2.59%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
10
Increased
48
Reduced
27
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SC
51
Scotia Capital
Ontario, Canada
$386K -$6.3K -153 -2%
KSA
52
Ken Stern & Associates
California
$372K +$47.9K +1,164 +15%
MHS
53
M Holdings Securities
Oregon
$365K
OC
54
Oakworth Capital
Alabama
$360K -$68.7K -1,669 -16%
OAJ
55
Ogorek Anthony Joseph
New York
$344K -$21.9K -532 -6%
CCA
56
Clearwater Capital Advisors
Illinois
$336K +$113K +2,763 +51%
SHCM
57
Stokes & Hubbell Capital Management
Louisiana
$332K +$5.06K +123 +2%
RJA
58
Raymond James & Associates
Florida
$315K +$34.3K +833 +12%
VKH
59
Virtu KCG Holdings
New York
$281K -$2.82M -68,416 -91%
MFS
60
MSI Financial Services
Massachusetts
$279K +$1.98K +48 +0.7%
FHC
61
First Heartland Consultants
Missouri
$278K -$1.71M -41,535 -86%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$278K -$271K -6,580 -49%
HighTower Advisors
63
HighTower Advisors
Illinois
$250K +$18.8K +456 +8%
CAMG
64
CWA Asset Management Group
Florida
$242K +$16.8K +409 +7%
FAAS
65
First Allied Advisory Services
California
$214K -$35K -852 -14%
WP
66
WealthPLAN Partners
Nebraska
$204K
FWM
67
Frontier Wealth Management
Missouri
$203K +$203K +4,940 New
CWM
68
Concert Wealth Management
California
$198K +$198K +4,775 New
GWM
69
Geneos Wealth Management
Colorado
$197K +$2.71K +66 +1%
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$188K +$86.6K +2,109 +85%
AG
71
Advisor Group
Arizona
$183K +$37.8K +922 +26%
IF
72
Ironwood Financial
Arizona
$167K
Creative Planning
73
Creative Planning
Kansas
$150K +$16.9K +410 +13%
ACM
74
Argentus Capital Management
Texas
$131K +$126K +3,060 +2,732%
RCA
75
Rowland Carmichael Advisors
Arizona
$113K -$36K -873 -24%