AOR icon

iShares Core 60/40 Balanced Allocation ETF

148 hedge funds and large institutions have $300M invested in iShares Core 60/40 Balanced Allocation ETF in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+11
Holders Change %
+8.03%
% of All Funds
3.4%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
24
Increased
60
Reduced
35
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AFP
51
Ausdal Financial Partners
Iowa
$818K +$9.14K +205 +1%
PA
52
Parallel Advisors
California
$787K +$119K +2,674 +18%
TC
53
Trilogy Capital
California
$726K +$31.2K +699 +4%
JWA
54
JFS Wealth Advisors
Pennsylvania
$712K -$368K -8,251 -34%
DDPOM
55
Delta Dental Plan of Michigan
Michigan
$712K
BRM
56
Boston Research & Management
Massachusetts
$695K -$15.1K -340 -2%
VFP
57
Verus Financial Partners
Virginia
$679K -$3.18M -71,390 -82%
JPMPWA
58
J.P. Morgan Private Wealth Advisors
California
$625K
Bank of New York Mellon
59
Bank of New York Mellon
New York
$597K
WP
60
WealthPLAN Partners
Nebraska
$583K -$131K -2,932 -18%
Renaissance Technologies
61
Renaissance Technologies
New York
$578K +$219K +4,905 +61%
RJA
62
Raymond James & Associates
Florida
$557K -$892K -20,014 -62%
MHS
63
M Holdings Securities
Oregon
$506K +$24.5K +550 +5%
AWM
64
AE Wealth Management
Kansas
$494K -$632K -14,189 -56%
SC
65
Scotia Capital
Ontario, Canada
$494K +$79.8K +1,790 +19%
CAG
66
Csenge Advisory Group
Florida
$494K +$494K +11,073 New
AWM
67
Avior Wealth Management
Nebraska
$466K -$10.8K -242 -2%
US Bancorp
68
US Bancorp
Minnesota
$454K +$309K +6,938 +214%
AWA
69
Acorn Wealth Advisors
Michigan
$440K +$268K +6,010 +156%
KSA
70
Ken Stern & Associates
California
$434K +$51.3K +1,151 +13%
FAIM
71
Financial Advocates Investment Management
Washington
$410K +$410K +9,196 New
SWP
72
Stratos Wealth Partners
Ohio
$387K
SHCM
73
Stokes & Hubbell Capital Management
Louisiana
$363K +$2.58K +58 +0.7%
Janney Montgomery Scott
74
Janney Montgomery Scott
Pennsylvania
$350K +$3.34K +75 +1%
AF
75
Advisornet Financial
Minnesota
$331K -$8.95K -201 -3%