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iShares Core 60/40 Balanced Allocation ETF

218 hedge funds and large institutions have $476M invested in iShares Core 60/40 Balanced Allocation ETF in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 71 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+49
Holders Change %
+28.99%
% of All Funds
4.3%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
63
Increased
71
Reduced
55
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SS
51
Simplicity Solutions
Minnesota
$1.39M +$1.16M +24,161 +491%
AF
52
Advisornet Financial
Minnesota
$1.39M +$128K +2,668 +10%
NAS
53
Nicolet Advisory Services
Wisconsin
$1.38M -$79.8K -1,668 -5%
AFP
54
Ausdal Financial Partners
Iowa
$1.18M +$32.8K +682 +3%
CS
55
Credit Suisse
Switzerland
$1.15M +$1.15M +23,941 New
RCA
56
Rowland Carmichael Advisors
Arizona
$1.13M +$29.1K +609 +3%
JFA
57
JNBA Financial Advisors
Minnesota
$1.13M -$8.85K -185 -0.8%
EA
58
Efficient Advisors
Ohio
$1.12M -$47.9K -1,002 -4%
CIP
59
Capital Insight Partners
Arizona
$1.09M +$1.09M +22,854 New
SF
60
Summit Financial
New Jersey
$1.08M +$1.08M +22,539 New
FCA
61
FinTrust Capital Advisors
South Carolina
$1.04M +$2.63K +55 +0.3%
TC
62
Trilogy Capital
California
$1.03M +$103K +2,157 +11%
Stifel Financial
63
Stifel Financial
Missouri
$946K +$692K +14,457 +273%
ACS
64
Archford Capital Strategies
Illinois
$936K -$10.4K -217 -1%
AA
65
Advisory Alpha
Michigan
$933K +$1.11K +23 +0.1%
Lido Advisors
66
Lido Advisors
California
$905K -$70.7K -1,479 -7%
SW
67
SlateStone Wealth
Florida
$897K -$146K -3,063 -14%
CCP
68
Cardan Capital Partners
Colorado
$880K -$192K -4,023 -18%
Renaissance Technologies
69
Renaissance Technologies
New York
$849K +$588K +12,287 +225%
FAAM
70
First Ascent Asset Management
Colorado
$779K +$779K +16,292 New
RCIM
71
Red Cedar Investment Management
Michigan
$765K
LNC
72
Lincoln National Corp
Pennsylvania
$699K +$25K +522 +4%
TWP
73
Tempus Wealth Planning
California
$633K +$633K +13,238 New
BRM
74
Boston Research & Management
Massachusetts
$632K -$93.2K -1,950 -13%
RFN
75
RDA Financial Network
Iowa
$618K +$16.9K +352 +3%