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iShares Core 60/40 Balanced Allocation ETF

96 hedge funds and large institutions have $256M invested in iShares Core 60/40 Balanced Allocation ETF in 2016 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
+8
Holders Change %
+9.09%
% of All Funds
2.57%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
19
Increased
40
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
76
Cribstone Capital Management
Maine
$53K +$53K +1,318 New
WEC
77
Winslow Evans & Crocker
Massachusetts
$42.6K +$40 +1 +0.1%
AWM
78
AllSquare Wealth Management
New York
$40K -$3.81K -94 -9%
RFWA
79
RPg Family Wealth Advisory
Massachusetts
$38.2K +$19.1K +475 +100%
IIC
80
Integrated Investment Consultants
Michigan
$35K +$35K +875 New
SSB
81
Sandy Spring Bank
Maryland
$25K
SEI Investments
82
SEI Investments
Pennsylvania
$23K +$23K +582 New
FWM
83
Focused Wealth Management
New York
$16K +$78 +2 +0.5%
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$14K
AIP
85
Ameritas Investment Partners
Nebraska
$12K
TFO
86
Tarbox Family Office
California
$9K
AF
87
Allworth Financial
California
$8K -$5.61K -134 -41%
RCM
88
Rain Capital Management
Oregon
$8K +$3.62K +90 +83%
ASN
89
Advisory Services Network
Georgia
$6K -$4.62K -121 -44%
TRCT
90
Tower Research Capital (TRC)
New York
$6K +$6K +146 New
BIG
91
Bellwether Investment Group
Tennessee
$6K +$6K +146 New
ACM
92
Argentus Capital Management
Texas
$4K +$3.14K +88 +367%
ATC
93
Adirondack Trust Company
New York
$3K +$3K +79 New
FHC
94
First Heartland Consultants
Missouri
$1.93K +$1.93K +48,281 New
JPMorgan Chase & Co
95
JPMorgan Chase & Co
New York
$1K -$4.56K -114 -82%
BWM
96
Braver Wealth Management
Massachusetts
-$985K -24,956 Closed
GG
97
Gofen & Glossberg
Illinois
-$564K -14,308 Closed
GC
98
Gratus Capital
Georgia
-$373K -9,459 Closed
NC
99
NewSquare Capital
Pennsylvania
-$351K -8,899 Closed
IFAM
100
Institutional & Family Asset Management
Colorado
-$304K -7,830 Closed