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iShares Core 60/40 Balanced Allocation ETF

170 hedge funds and large institutions have $446M invested in iShares Core 60/40 Balanced Allocation ETF in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+1
Holders Change %
+0.59%
% of All Funds
3.69%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.15%
New
23
Increased
56
Reduced
60
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JFA
51
JNBA Financial Advisors
Minnesota
$1.07M +$890K +19,917 +485%
Jane Street
52
Jane Street
New York
$1.06M +$1.06M +23,799 New
EA
53
Efficient Advisors
Ohio
$1.06M -$21.7K -485 -2%
TC
54
Trilogy Capital
California
$1.01M +$52.8K +1,182 +6%
AFP
55
Ausdal Financial Partners
Iowa
$985K +$30.9K +691 +3%
Bank of New York Mellon
56
Bank of New York Mellon
New York
$948K +$349K +7,800 +58%
ACS
57
Archford Capital Strategies
Illinois
$917K +$87.6K +1,960 +11%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$912K -$1.04M -23,266 -53%
FCA
59
FinTrust Capital Advisors
South Carolina
$902K +$902K +20,180 New
RJA
60
Raymond James & Associates
Florida
$897K -$37.7M -843,971 -98%
AA
61
Advisory Alpha
Michigan
$893K -$371K -8,290 -29%
CA
62
Cetera Advisors
Colorado
$824K -$82.6K -1,845 -9%
PA
63
Parallel Advisors
California
$776K +$129K +2,889 +20%
CCP
64
Cardan Capital Partners
Colorado
$743K -$570K -12,757 -43%
SW
65
SlateStone Wealth
Florida
$739K +$59.5K +1,331 +9%
AWM
66
AE Wealth Management
Kansas
$732K +$63.7K +1,426 +10%
RCIM
67
Red Cedar Investment Management
Michigan
$723K
SS
68
Simplicity Solutions
Minnesota
$699K +$30.6K +686 +5%
WPSG
69
Wealth & Pension Services Group
Georgia
$693K -$5.68K -127 -0.8%
MML Investors Services
70
MML Investors Services
Massachusetts
$671K -$291K -6,508 -30%
BRM
71
Boston Research & Management
Massachusetts
$658K +$223 +5 +0%
Creative Planning
72
Creative Planning
Kansas
$634K +$634K +14,178 New
TFS
73
TrustCore Financial Services
Tennessee
$629K +$629K +14,066 New
TSS
74
Two Sigma Securities
New York
$615K +$615K +13,768 New
AIP
75
Ahrens Investment Partners
Louisiana
$601K -$445K -9,954 -43%