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iShares Core 60/40 Balanced Allocation ETF

115 hedge funds and large institutions have $269M invested in iShares Core 60/40 Balanced Allocation ETF in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+6
Holders Change %
+5.5%
% of All Funds
2.87%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
19
Increased
43
Reduced
33
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFWA
51
Summit Financial Wealth Advisors
Louisiana
$520K
Wolverine Trading
52
Wolverine Trading
Illinois
$512K +$512K +12,064 New
SI
53
SII Investments
Wisconsin
$497K -$76.3K -1,789 -13%
AWM
54
Avior Wealth Management
Nebraska
$486K +$63.7K +1,502 +15%
TA
55
Tiedemann Advisors
New York
$456K +$456K +10,769 New
VWA
56
V Wealth Advisors
Kansas
$445K -$2.02M -48,102 -82%
OC
57
Oakworth Capital
Alabama
$417K +$45.8K +1,078 +12%
VFP
58
Verus Financial Partners
Virginia
$402K +$5.52K +130 +1%
MHS
59
M Holdings Securities
Oregon
$389K +$13.3K +314 +4%
SC
60
Scotia Capital
Ontario, Canada
$378K
NPC
61
National Planning Corporation
California
$378K +$378K +8,956 New
BSWM
62
Boston Standard Wealth Management
Massachusetts
$377K -$88.3K -2,082 -19%
FA
63
FDx Advisors
Illinois
$336K +$92.9K +2,190 +38%
SWP
64
Stratos Wealth Partners
Ohio
$335K +$24.6K +580 +8%
SHCM
65
Stokes & Hubbell Capital Management
Louisiana
$328K +$424 +10 +0.1%
VFA
66
Voya Financial Advisors
Connecticut
$320K +$320K +7,542 New
CBU
67
CIBC Bank USA
Illinois
$318K -$99.6K -2,355 -24%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$303K -$860K -20,280 -74%
Jane Street
69
Jane Street
New York
$291K +$291K +6,868 New
BW
70
Bison Wealth
Georgia
$275K -$169K -3,980 -38%
AG
71
Advisor Group
Arizona
$269K +$51.2K +1,207 +23%
WAM
72
Watermark Asset Management
California
$269K +$269K +6,350 New
KSA
73
Ken Stern & Associates
California
$267K -$174K -4,058 -39%
CCA
74
Clearwater Capital Advisors
Illinois
$266K -$125K -2,969 -32%
CWM
75
Cornerstone Wealth Management
Missouri
$265K +$265K +6,315 New