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iShares Core 60/40 Balanced Allocation ETF

156 hedge funds and large institutions have $395M invested in iShares Core 60/40 Balanced Allocation ETF in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 60 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
Holders Change %
0%
% of All Funds
3.57%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
18
Increased
60
Reduced
50
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IA
51
IFP Advisors
Florida
$937K -$18.1K -401 -2%
ACS
52
Archford Capital Strategies
Illinois
$889K -$35K -775 -4%
DAS
53
Dynamic Advisor Solutions
Arizona
$858K -$415K -9,206 -33%
TC
54
Trilogy Capital
California
$847K +$72.7K +1,611 +9%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$823K +$655K +14,509 +389%
RCIM
56
Red Cedar Investment Management
Michigan
$721K +$721K +15,986 New
RJA
57
Raymond James & Associates
Florida
$690K -$1.07M -23,752 -61%
JWA
58
JFS Wealth Advisors
Pennsylvania
$683K -$74.9K -1,660 -10%
WPSG
59
Wealth & Pension Services Group
Georgia
$679K +$110K +2,446 +19%
PA
60
Parallel Advisors
California
$669K +$23.4K +518 +4%
BRM
61
Boston Research & Management
Massachusetts
$664K -$40.6K -900 -6%
AWM
62
AE Wealth Management
Kansas
$617K -$231K -5,122 -27%
CCP
63
Cardan Capital Partners
Colorado
$565K +$227K +5,044 +67%
SCM
64
Stonehearth Capital Management
Massachusetts
$562K -$158K -3,497 -22%
PAM
65
Peak Asset Management
Colorado
$552K +$97.4K +2,158 +21%
MPPLM
66
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$542K +$218K +4,834 +67%
MHS
67
M Holdings Securities
Oregon
$527K +$14.3K +318 +3%
AWM
68
Avior Wealth Management
Nebraska
$484K +$768 +17 +0.2%
SC
69
Scotia Capital
Ontario, Canada
$474K -$9.51K -218 -2%
TSS
70
Two Sigma Securities
New York
$472K +$472K +10,462 New
US Bancorp
71
US Bancorp
Minnesota
$459K
AWA
72
Acorn Wealth Advisors
Michigan
$432K -$2.11K -49 -0.5%
SHCM
73
Stokes & Hubbell Capital Management
Louisiana
$426K +$56.6K +1,254 +15%
SWP
74
Stratos Wealth Partners
Ohio
$392K
AF
75
Advisornet Financial
Minnesota
$390K +$37.8K +836 +11%