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iShares Core 60/40 Balanced Allocation ETF

200 hedge funds and large institutions have $417M invested in iShares Core 60/40 Balanced Allocation ETF in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 51 increasing their positions, 80 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
-18
Holders Change %
-8.26%
% of All Funds
4.42%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
27
Increased
51
Reduced
80
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AFP
51
Ausdal Financial Partners
Iowa
$1.06M +$6.29K +146 +0.6%
TPWA
52
TRUE Private Wealth Advisors
Oregon
$1.06M +$862K +20,840 +440%
RCA
53
Rowland Carmichael Advisors
Arizona
$1.02M +$38.8K +938 +4%
EA
54
Efficient Advisors
Ohio
$947K -$18.8K -454 -2%
ACS
55
Archford Capital Strategies
Illinois
$933K +$124K +2,991 +15%
SF
56
Summit Financial
New Jersey
$933K
TC
57
Trilogy Capital
California
$931K -$2.36K -54 -0.3%
CIP
58
Capital Insight Partners
Arizona
$798K -$148K -3,576 -16%
FAAM
59
First Ascent Asset Management
Colorado
$792K +$118K +2,839 +17%
SW
60
SlateStone Wealth
Florida
$777K +$993 +24 +0.1%
CCP
61
Cardan Capital Partners
Colorado
$745K -$15.6K -378 -2%
EWA
62
EP Wealth Advisors
California
$723K +$723K +17,467 New
AWM
63
AE Wealth Management
Kansas
$712K -$1.1M -26,547 -61%
Qube Research & Technologies (QRT)
64
Qube Research & Technologies (QRT)
United Kingdom
$697K -$1.27M -30,615 -64%
PCWA
65
Pacific Capital Wealth Advisors
California
$640K +$151K +3,662 +31%
SWP
66
Stratos Wealth Partners
Ohio
$625K -$1.7M -41,094 -73%
Lido Advisors
67
Lido Advisors
California
$616K -$167K -4,045 -21%
APA
68
American Portfolios Advisors
New York
$610K +$82.5K +1,994 +16%
LNC
69
Lincoln National Corp
Pennsylvania
$596K -$8.56K -207 -1%
TWP
70
Tempus Wealth Planning
California
$594K +$45.8K +1,107 +8%
CFA
71
Carroll Financial Associates
North Carolina
$568K +$287K +6,937 +102%
BRM
72
Boston Research & Management
Massachusetts
$535K -$12K -290 -2%
RFN
73
RDA Financial Network
Iowa
$532K
AAS
74
Avantax Advisory Services
Texas
$515K +$515K +12,433 New
AIP
75
Ahrens Investment Partners
Louisiana
$499K -$16.9K -408 -3%