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iShares Core 60/40 Balanced Allocation ETF

137 hedge funds and large institutions have $356M invested in iShares Core 60/40 Balanced Allocation ETF in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 33 reducing their positions, and 9 closing their positions.

Holders
137
Holders Change
+19
Holders Change %
+16.1%
% of All Funds
3.11%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
29
Increased
57
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AG
51
Advisor Group
Arizona
$811K +$220K +4,891 +37%
MML Investors Services
52
MML Investors Services
Massachusetts
$780K +$489K +10,890 +168%
JCM
53
Janney Capital Management
Pennsylvania
$770K +$770K +17,147 New
WP
54
WealthPLAN Partners
Nebraska
$719K -$21.6K -481 -3%
BRM
55
Boston Research & Management
Massachusetts
$716K -$89.3K -1,990 -11%
DDPOM
56
Delta Dental Plan of Michigan
Michigan
$703K +$703K +15,986 New
TC
57
Trilogy Capital
California
$700K +$700K +15,581 New
PA
58
Parallel Advisors
California
$673K
JPMPWA
59
J.P. Morgan Private Wealth Advisors
California
$630K
Bank of New York Mellon
60
Bank of New York Mellon
New York
$602K +$45 +1 +0%
MHS
61
M Holdings Securities
Oregon
$485K -$22.5K -502 -4%
AWM
62
Avior Wealth Management
Nebraska
$481K -$35K -780 -7%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$454K -$84.9K -1,890 -16%
SC
64
Scotia Capital
Ontario, Canada
$418K +$32.2K +716 +8%
ACM
65
Aviance Capital Management
Florida
$402K +$402K +2,645 New
PAG
66
Private Advisor Group
New Jersey
$401K -$446K -11,807 -53%
OC
67
Oakworth Capital
Alabama
$390K -$106K -2,310 -21%
SWP
68
Stratos Wealth Partners
Ohio
$390K
KSA
69
Ken Stern & Associates
California
$386K -$42K -934 -10%
FA
70
FDx Advisors
Illinois
$385K +$32.5K +724 +9%
SHCM
71
Stokes & Hubbell Capital Management
Louisiana
$364K -$6.88K -153 -2%
Renaissance Technologies
72
Renaissance Technologies
New York
$362K +$362K +8,062 New
CCM
73
Canal Capital Management
Virginia
$357K +$27.6K +615 +8%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$350K +$5.93K +132 +2%
MPPLM
75
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$347K +$347K +7,714 New