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iShares Core 60/40 Balanced Allocation ETF

109 hedge funds and large institutions have $500M invested in iShares Core 60/40 Balanced Allocation ETF in 2016 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 27 reducing their positions, and 10 closing their positions.

Holders
109
Holders Change
+12
Holders Change %
+12.37%
% of All Funds
2.73%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
25
Increased
39
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BSWM
51
Boston Standard Wealth Management
Massachusetts
$445K -$9.29K -229 -2%
RJA
52
Raymond James & Associates
Florida
$432K +$122K +3,000 +39%
BW
53
Bison Wealth
Georgia
$425K -$124K -3,065 -23%
KSA
54
Ken Stern & Associates
California
$417K +$50.9K +1,255 +14%
Koshinski Asset Management
55
Koshinski Asset Management
Illinois
$413K
AWM
56
Avior Wealth Management
Nebraska
$404K +$9.24K +228 +2%
CBU
57
CIBC Bank USA
Illinois
$400K -$5.71K -141 -1%
VFP
58
Verus Financial Partners
Virginia
$379K -$3.08K -76 -0.8%
CCA
59
Clearwater Capital Advisors
Illinois
$378K +$43.3K +1,064 +13%
SC
60
Scotia Capital
Ontario, Canada
$362K -$19.4K -478 -5%
MHS
61
M Holdings Securities
Oregon
$360K
OC
62
Oakworth Capital
Alabama
$352K
OAJ
63
Ogorek Anthony Joseph
New York
$344K
RCG
64
Ruggie Capital Group
Florida
$323K -$710K -17,460 -69%
CA
65
Cetera Advisors
Colorado
$319K +$319K +7,887 New
SHCM
66
Stokes & Hubbell Capital Management
Louisiana
$313K -$14.6K -359 -4%
SWP
67
Stratos Wealth Partners
Ohio
$297K +$297K +7,329 New
LF
68
Lee Financial
Texas
$277K +$277K +6,822 New
JCM
69
Janney Capital Management
Pennsylvania
$271K +$271K +6,685 New
FHC
70
First Heartland Consultants
Missouri
$258K -$15.3K -378 -6%
G
71
Gainplan
Michigan
$248K +$248K +6,107 New
CAMG
72
CWA Asset Management Group
Florida
$239K
FA
73
FDx Advisors
Illinois
$233K +$233K +5,734 New
HighTower Advisors
74
HighTower Advisors
Illinois
$232K -$12.6K -314 -5%
GC
75
Gilbert & Cook
Iowa
$231K +$231K +5,694 New