AOR icon

iShares Core 60/40 Balanced Allocation ETF

169 hedge funds and large institutions have $438M invested in iShares Core 60/40 Balanced Allocation ETF in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 71 increasing their positions, 58 reducing their positions, and 15 closing their positions.

Holders
169
Holders Change
-2
Holders Change %
-1.17%
% of All Funds
3.71%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
14
Increased
71
Reduced
58
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AFP
51
Ausdal Financial Partners
Iowa
$1.09M +$32.9K +715 +3%
RCA
52
Rowland Carmichael Advisors
Arizona
$1.06M -$572K -12,425 -35%
CCP
53
Cardan Capital Partners
Colorado
$1.03M +$26.6K +577 +3%
SW
54
SlateStone Wealth
Florida
$1.01M +$83.5K +1,812 +9%
FCA
55
FinTrust Capital Advisors
South Carolina
$996K +$66.9K +1,452 +7%
RJA
56
Raymond James & Associates
Florida
$946K -$47.9K -1,040 -5%
Lido Advisors
57
Lido Advisors
California
$940K -$110K -2,392 -10%
AWM
58
AE Wealth Management
Kansas
$925K +$31.8K +691 +4%
ACS
59
Archford Capital Strategies
Illinois
$911K -$43.1K -936 -5%
TC
60
Trilogy Capital
California
$879K -$12.9K -282 -1%
AA
61
Advisory Alpha
Michigan
$877K -$31.6K -696 -3%
WPSG
62
Wealth & Pension Services Group
Georgia
$798K +$23.3K +505 +3%
SWP
63
Stratos Wealth Partners
Ohio
$772K +$382K +8,291 +98%
RCIM
64
Red Cedar Investment Management
Michigan
$736K
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$709K -$181K -3,937 -20%
BRM
66
Boston Research & Management
Massachusetts
$699K +$51.6K +1,120 +8%
CFC
67
Coyle Financial Counsel
Illinois
$693K +$6.36K +138 +0.9%
TFS
68
TrustCore Financial Services
Tennessee
$659K +$323 +7 +0%
LNC
69
Lincoln National Corp
Pennsylvania
$649K +$4.65K +101 +0.7%
PA
70
Parallel Advisors
California
$593K -$40K -869 -6%
RFN
71
RDA Financial Network
Iowa
$589K +$19K +402 +3%
CCM
72
Coldstream Capital Management
Washington
$582K -$681K -14,778 -54%
KA
73
Kovack Advisors
Florida
$555K
W
74
Wealthquest
Ohio
$552K -$35.8K -777 -6%
AIP
75
Ahrens Investment Partners
Louisiana
$552K -$26.1K -568 -5%