AOR icon

iShares Core 60/40 Balanced Allocation ETF

171 hedge funds and large institutions have $456M invested in iShares Core 60/40 Balanced Allocation ETF in 2019 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 66 increasing their positions, 56 reducing their positions, and 16 closing their positions.

Holders
171
Holders Change
+1
Holders Change %
+0.59%
% of All Funds
3.72%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
19
Increased
66
Reduced
56
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Lido Advisors
51
Lido Advisors
California
$1.05M -$207K -4,502 -16%
AF
52
Advisornet Financial
Minnesota
$1.05M +$657K +14,282 +169%
CCP
53
Cardan Capital Partners
Colorado
$1.01M +$240K +5,220 +31%
RJA
54
Raymond James & Associates
Florida
$993K +$69K +1,500 +7%
ACS
55
Archford Capital Strategies
Illinois
$953K +$9.3K +202 +1%
FCA
56
FinTrust Capital Advisors
South Carolina
$929K
SW
57
SlateStone Wealth
Florida
$921K +$160K +3,483 +21%
AA
58
Advisory Alpha
Michigan
$914K +$1.42K +31 +0.2%
TC
59
Trilogy Capital
California
$895K -$139K -3,029 -13%
AWM
60
AE Wealth Management
Kansas
$892K +$138K +3,006 +18%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$890K -$49K -1,065 -5%
WPSG
62
Wealth & Pension Services Group
Georgia
$774K +$60.6K +1,316 +8%
RCIM
63
Red Cedar Investment Management
Michigan
$736K
CFC
64
Coyle Financial Counsel
Illinois
$686K +$686K +14,902 New
TFS
65
TrustCore Financial Services
Tennessee
$658K +$10.5K +229 +2%
BRM
66
Boston Research & Management
Massachusetts
$646K -$30.8K -670 -5%
LNC
67
Lincoln National Corp
Pennsylvania
$644K +$644K +13,990 New
PA
68
Parallel Advisors
California
$632K -$167K -3,633 -21%
CA
69
Cetera Advisors
Colorado
$617K -$235K -5,083 -28%
W
70
Wealthquest
Ohio
$587K -$27K -588 -4%
AIP
71
Ahrens Investment Partners
Louisiana
$578K -$40.6K -883 -7%
KA
72
Kovack Advisors
Florida
$555K
RFN
73
RDA Financial Network
Iowa
$554K
MHS
74
M Holdings Securities
Oregon
$548K +$2.81K +61 +0.5%
MML Investors Services
75
MML Investors Services
Massachusetts
$535K -$156K -3,385 -23%