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iShares Core 60/40 Balanced Allocation ETF

156 hedge funds and large institutions have $317M invested in iShares Core 60/40 Balanced Allocation ETF in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 73 increasing their positions, 31 reducing their positions, and 12 closing their positions.

Holders
156
Holders Change
+8
Holders Change %
+5.41%
% of All Funds
3.58%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
21
Increased
73
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
ACS
51
Archford Capital Strategies
Illinois
$908K -$83.9K -1,890 -8%
VFP
52
Verus Financial Partners
Virginia
$880K +$204K +4,604 +30%
AWM
53
AE Wealth Management
Kansas
$834K +$342K +7,703 +69%
AFP
54
Ausdal Financial Partners
Iowa
$826K +$11.8K +265 +1%
AG
55
Advisor Group
Arizona
$809K -$12.2K -275 -1%
TC
56
Trilogy Capital
California
$762K +$39.4K +887 +5%
JWA
57
JFS Wealth Advisors
Pennsylvania
$745K +$36.1K +814 +5%
Renaissance Technologies
58
Renaissance Technologies
New York
$726K +$151K +3,400 +26%
DDPOM
59
Delta Dental Plan of Michigan
Michigan
$709K
SCM
60
Stonehearth Capital Management
Massachusetts
$708K -$697K -15,711 -50%
BRM
61
Boston Research & Management
Massachusetts
$692K +$443 +10 +0.1%
Citadel Advisors
62
Citadel Advisors
Florida
$666K +$666K +15,007 New
PA
63
Parallel Advisors
California
$634K -$148K -3,338 -19%
MML Investors Services
64
MML Investors Services
Massachusetts
$628K -$294K -6,624 -32%
WPSG
65
Wealth & Pension Services Group
Georgia
$559K +$559K +12,601 New
MHS
66
M Holdings Securities
Oregon
$504K +$931 +21 +0.2%
CF
67
Centaurus Financial
California
$503K +$503K +11,344 New
SC
68
Scotia Capital
Ontario, Canada
$488K
AWM
69
Avior Wealth Management
Nebraska
$475K +$10.5K +236 +2%
CAG
70
Csenge Advisory Group
Florida
$469K -$21.9K -495 -4%
US Bancorp
71
US Bancorp
Minnesota
$452K
PAM
72
Peak Asset Management
Colorado
$447K +$447K +10,075 New
AWA
73
Acorn Wealth Advisors
Michigan
$446K +$9.9K +224 +2%
KSA
74
Ken Stern & Associates
California
$413K -$19K -429 -4%
SWP
75
Stratos Wealth Partners
Ohio
$385K