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iShares Core 60/40 Balanced Allocation ETF

112 hedge funds and large institutions have $285M invested in iShares Core 60/40 Balanced Allocation ETF in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 60 increasing their positions, 25 reducing their positions, and 14 closing their positions.

Holders
112
Holders Change
-3
Holders Change %
-2.61%
% of All Funds
2.8%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
11
Increased
60
Reduced
25
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Jane Street
51
Jane Street
New York
$572K 13,107 +6,239 +91%
AG
52
Advisor Group
Arizona
$542K 12,414 +6,068 +96%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$523K 12,000 +12,000 New
MHS
54
M Holdings Securities
Oregon
$502K 11,505 +2,328 +25%
AWM
55
Avior Wealth Management
Nebraska
$500K 11,474 +7 +0.1%
SF
56
Synovus Financial
Georgia
$485K 11,125 +11,125 New
NPC
57
National Planning Corporation
California
$479K 10,981 +2,025 +23%
VFP
58
Verus Financial Partners
Virginia
$477K 10,930 +1,455 +15%
OC
59
Oakworth Capital
Alabama
$472K 10,822 +998 +10%
SI
60
SII Investments
Wisconsin
$405K 9,276 -2,378 -20%
SWP
61
Stratos Wealth Partners
Ohio
$378K 8,677 +768 +10%
SC
62
Scotia Capital
Ontario, Canada
$373K 8,845 -52 -0.6%
CG
63
Colony Group
Massachusetts
$368K 8,445 +8,445 New
FA
64
FDx Advisors
Illinois
$351K 8,039 +115 +1%
SHCM
65
Stokes & Hubbell Capital Management
Louisiana
$337K 7,735 +6 +0.1%
BSWM
66
Boston Standard Wealth Management
Massachusetts
$332K 7,604 -1,283 -14%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$331K 7,581 +438 +6%
CBU
68
CIBC Bank USA
Illinois
$327K 7,494 -26 -0.3%
KSA
69
Ken Stern & Associates
California
$290K 6,568 +338 +5%
CCA
70
Clearwater Capital Advisors
Illinois
$290K 6,706 +384 +6%
WAM
71
Watermark Asset Management
California
$286K 6,561 +211 +3%
BW
72
Bison Wealth
Georgia
$281K 6,440 -45 -0.7%
CWM
73
Cornerstone Wealth Management
Missouri
$273K 6,315
SFWA
74
Summit Financial Wealth Advisors
Louisiana
$266K 6,109 -6,153 -50%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$264K 6,054 -40,920 -87%