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iShares Core 60/40 Balanced Allocation ETF

97 hedge funds and large institutions have $251M invested in iShares Core 60/40 Balanced Allocation ETF in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 48 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+1
Holders Change %
+1.04%
% of All Funds
2.59%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
10
Increased
48
Reduced
27
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$108K +$108K +2,626 New
CFG
77
CKW Financial Group
Hawaii
$98K +$1.45K +35 +1%
Citigroup
78
Citigroup
New York
$93K -$93K -2,250 -50%
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$75K -$11.8M -285,046 -99%
IIC
80
Integrated Investment Consultants
Michigan
$62K +$26.7K +661 +76%
CCM
81
Cribstone Capital Management
Maine
$53K
WEC
82
Winslow Evans & Crocker
Massachusetts
$41.8K -$2.06K -50 -5%
RPG
83
Risk Paradigm Group
Texas
$31.5K +$31.5K +766 New
BlackRock
84
BlackRock
New York
$31K +$31K +746 New
AWM
85
AllSquare Wealth Management
New York
$30K -$10.3K -252 -26%
SSB
86
Sandy Spring Bank
Maryland
$26K
NFG
87
Next Financial Group
Texas
$26K +$26K +629 New
RFWA
88
RPg Family Wealth Advisory
Massachusetts
$19.5K -$19.5K -475 -50%
FWM
89
Focused Wealth Management
New York
$17K +$123 +3 +0.7%
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$15K
AIP
91
Ameritas Investment Partners
Nebraska
$12K
TFO
92
Tarbox Family Office
California
$10K
AF
93
Allworth Financial
California
$8K
RCM
94
Rain Capital Management
Oregon
$6.81K -$1.4K -34 -17%
ASN
95
Advisory Services Network
Georgia
$6K
Mariner
96
Mariner
Kansas
$4K +$4K +108 New
RA
97
RFG Advisory
Alabama
-$2.62M -65,507 Closed
Fidelity Investments
98
Fidelity Investments
Massachusetts
-$574K -14,457 Closed
NFG
99
Nations Financial Group
Iowa
-$300K -7,495 Closed
SEI Investments
100
SEI Investments
Pennsylvania
-$23K -582 Closed