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iShares Core 60/40 Balanced Allocation ETF

169 hedge funds and large institutions have $588M invested in iShares Core 60/40 Balanced Allocation ETF in 2018 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 60 increasing their positions, 41 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+13
Holders Change %
+8.33%
% of All Funds
3.77%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
44
Increased
60
Reduced
41
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JCM
51
Janney Capital Management
Pennsylvania
$1.26M +$1.26M +30,453 New
AA
52
Advisory Alpha
Michigan
$1.22M +$1.22M +28,258 New
CCP
53
Cardan Capital Partners
Colorado
$1.21M +$696K +16,845 +134%
CCM
54
Coldstream Capital Management
Washington
$1.18M +$17.7K +428 +2%
VFP
55
Verus Financial Partners
Virginia
$1.07M
EA
56
Efficient Advisors
Ohio
$996K -$9.46K -229 -0.9%
AIP
57
Ahrens Investment Partners
Louisiana
$967K -$1.44M -34,725 -60%
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$921K +$921K +22,179 New
MML Investors Services
59
MML Investors Services
Massachusetts
$889K +$585K +14,164 +192%
Citigroup
60
Citigroup
New York
$887K +$878K +21,261 +9,664%
TC
61
Trilogy Capital
California
$883K +$107K +2,594 +14%
AFP
62
Ausdal Financial Partners
Iowa
$882K +$13.8K +334 +2%
CA
63
Cetera Advisors
Colorado
$841K -$42.9K -1,033 -5%
ACS
64
Archford Capital Strategies
Illinois
$766K -$47.2K -1,143 -6%
RCIM
65
Red Cedar Investment Management
Michigan
$660K
WPSG
66
Wealth & Pension Services Group
Georgia
$645K +$23.8K +576 +4%
SW
67
SlateStone Wealth
Florida
$628K +$628K +15,196 New
AWM
68
AE Wealth Management
Kansas
$618K +$53.2K +1,289 +9%
SS
69
Simplicity Solutions
Minnesota
$618K +$391K +9,465 +172%
BRM
70
Boston Research & Management
Massachusetts
$608K
PA
71
Parallel Advisors
California
$598K -$14.4K -349 -2%
RCG
72
Ruggie Capital Group
Florida
$592K -$268K -6,474 -31%
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$588K -$165K -4,001 -22%
W
74
Wealthquest
Ohio
$559K +$559K +13,542 New
Bank of New York Mellon
75
Bank of New York Mellon
New York
$554K -$992K -24,000 -64%