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iShares Core 60/40 Balanced Allocation ETF

109 hedge funds and large institutions have $500M invested in iShares Core 60/40 Balanced Allocation ETF in 2016 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 27 reducing their positions, and 10 closing their positions.

Holders
109
Holders Change
+12
Holders Change %
+12.37%
% of All Funds
2.73%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
25
Increased
39
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AG
76
Advisor Group
Arizona
$208K +$27.4K +678 +15%
GWM
77
Geneos Wealth Management
Colorado
$202K +$7.26K +179 +4%
CCM
78
Canal Capital Management
Virginia
$202K +$202K +4,989 New
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$199K +$13.7K +339 +7%
MFS
80
MSI Financial Services
Massachusetts
$171K -$104K -2,557 -38%
IF
81
Ironwood Financial
Arizona
$163K -$1.42K -35 -0.9%
HR
82
Howe & Rusling
New York
$151K +$151K +3,731 New
Creative Planning
83
Creative Planning
Kansas
$144K -$3.98K -98 -3%
RCA
84
Rowland Carmichael Advisors
Arizona
$114K +$2.44K +60 +2%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$107K
CFG
86
CKW Financial Group
Hawaii
$99K +$2.37K +58 +2%
JFA
87
JNBA Financial Advisors
Minnesota
$96K +$96K +2,371 New
TFO
88
Tarbox Family Office
California
$64K +$54.4K +1,339 +565%
IIC
89
Integrated Investment Consultants
Michigan
$62K
CCM
90
Cribstone Capital Management
Maine
$54K
SF
91
Synovus Financial
Georgia
$50K +$50K +1,241 New
CFA
92
Carroll Financial Associates
North Carolina
$44K +$44K +1,100 New
WEC
93
Winslow Evans & Crocker
Massachusetts
$41.2K
Citigroup
94
Citigroup
New York
$41K -$51.3K -1,250 -56%
PSW
95
Portfolio Strategies (Washington)
Washington
$37K +$37K +902 New
RPG
96
Risk Paradigm Group
Texas
$34.5K +$3.41K +84 +11%
AWM
97
AllSquare Wealth Management
New York
$28K -$1.83K -45 -6%
NFG
98
Next Financial Group
Texas
$26K
SSB
99
Sandy Spring Bank
Maryland
$25K
BlackRock
100
BlackRock
New York
$23K -$7.21K -178 -24%