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iShares Core 60/40 Balanced Allocation ETF

118 hedge funds and large institutions have $312M invested in iShares Core 60/40 Balanced Allocation ETF in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
+6
Holders Change %
+5.36%
% of All Funds
2.95%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
16
Increased
53
Reduced
29
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JPMPWA
51
J.P. Morgan Private Wealth Advisors
California
$628K
Bank of New York Mellon
52
Bank of New York Mellon
New York
$601K
AG
53
Advisor Group
Arizona
$591K +$33.5K +746 +6%
RJA
54
Raymond James & Associates
Florida
$567K -$200K -4,468 -26%
CM
55
Churchill Management
California
$566K +$566K +12,629 New
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$538K
AWM
57
Avior Wealth Management
Nebraska
$515K +$628 +14 +0.1%
MHS
58
M Holdings Securities
Oregon
$507K -$9.15K -204 -2%
AWM
59
AE Wealth Management
Kansas
$480K +$480K +10,707 New
OC
60
Oakworth Capital
Alabama
$479K
VFP
61
Verus Financial Partners
Virginia
$463K -$27.1K -604 -6%
NPC
62
National Planning Corporation
California
$449K -$43.1K -961 -9%
KSA
63
Ken Stern & Associates
California
$430K +$133K +2,952 +45%
SWP
64
Stratos Wealth Partners
Ohio
$389K
SC
65
Scotia Capital
Ontario, Canada
$384K -$12K -269 -3%
SHCM
66
Stokes & Hubbell Capital Management
Louisiana
$370K +$22.9K +511 +7%
FA
67
FDx Advisors
Illinois
$352K -$8.43K -188 -2%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$343K +$3.36K +75 +1%
SI
69
SII Investments
Wisconsin
$336K -$78.7K -1,761 -19%
BSWM
70
Boston Standard Wealth Management
Massachusetts
$335K -$7.19K -160 -2%
CCM
71
Canal Capital Management
Virginia
$329K +$57.9K +1,291 +21%
BIAS
72
Beacon Investment Advisory Services
New Jersey
$328K +$328K +7,334 New
CBU
73
CIBC Bank USA
Illinois
$322K -$13.8K -307 -4%
VF
74
Virtu Financial
New York
$310K +$310K +6,921 New
CCA
75
Clearwater Capital Advisors
Illinois
$300K -$628 -14 -0.2%