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iShares Core 60/40 Balanced Allocation ETF

88 hedge funds and large institutions have $204M invested in iShares Core 60/40 Balanced Allocation ETF in 2016 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 29 reducing their positions, and 9 closing their positions.

Holders
88
Holders Change
+7
Holders Change %
+8.64%
% of All Funds
2.35%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
17
Increased
27
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SSB
76
Sandy Spring Bank
Maryland
$25K +$25K +625 New
RFWA
77
RPg Family Wealth Advisory
Massachusetts
$18.7K
FWM
78
Focused Wealth Management
New York
$16K +$78 +2 +0.5%
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$14K
AF
80
Allworth Financial
California
$13K
GWM
81
Gupta Wealth Management
California
$12K
AIP
82
Ameritas Investment Partners
Nebraska
$12K
ASN
83
Advisory Services Network
Georgia
$11K +$11K +278 New
TFO
84
Tarbox Family Office
California
$9K
JPMorgan Chase & Co
85
JPMorgan Chase & Co
New York
$5K +$5K +139 New
RCM
86
Rain Capital Management
Oregon
$4.32K +$2.65K +67 +160%
ACM
87
Argentus Capital Management
Texas
$1K -$3.21K -77 -76%
SWP
88
Stratos Wealth Partners
Ohio
-$6.9M -177,377 Closed
JCM
89
Janney Capital Management
Pennsylvania
-$2.69M -69,102 Closed
AIS
90
Accurate Investment Solutions
Pennsylvania
-$2.54M -65,248 Closed
AFP
91
Ausdal Financial Partners
Iowa
-$1.37M -35,144 Closed
VF
92
Virtu Financial
New York
-$1.09M -28,143 Closed
NPC
93
National Planning Corporation
California
-$335K -9,048 Closed
CAMG
94
CWA Asset Management Group
Florida
-$320K -8,237 Closed
Northwestern Mutual Wealth Management
95
Northwestern Mutual Wealth Management
Wisconsin
-$12K -300 Closed