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iShares Core 60/40 Balanced Allocation ETF

115 hedge funds and large institutions have $269M invested in iShares Core 60/40 Balanced Allocation ETF in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+6
Holders Change %
+5.5%
% of All Funds
2.87%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
19
Increased
43
Reduced
33
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
76
Canal Capital Management
Virginia
$247K +$35.3K +831 +17%
CAMG
77
CWA Asset Management Group
Florida
$237K -$12.9K -305 -5%
B
78
Bridgeworth
Alabama
$222K +$222K +5,234 New
HighTower Advisors
79
HighTower Advisors
Illinois
$215K -$28K -665 -12%
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$208K
Koshinski Asset Management
81
Koshinski Asset Management
Illinois
$202K -$230K -5,420 -53%
IF
82
Ironwood Financial
Arizona
$170K
Creative Planning
83
Creative Planning
Kansas
$150K -$85 -2 -0.1%
GWM
84
Geneos Wealth Management
Colorado
$141K -$69.2K -1,639 -33%
JFA
85
JNBA Financial Advisors
Minnesota
$128K +$27.4K +647 +27%
RCA
86
Rowland Carmichael Advisors
Arizona
$119K
IIC
87
Integrated Investment Consultants
Michigan
$113K +$47.6K +1,118 +73%
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$111K
CFG
89
CKW Financial Group
Hawaii
$104K +$892 +21 +0.9%
HR
90
Howe & Rusling
New York
$98K -$60.6K -1,425 -38%
MFW
91
Mosaic Family Wealth
Missouri
$96K +$96K +2,266 New
MAS
92
Madden Advisory Services
Florida
$96K +$96K +2,272 New
TFO
93
Tarbox Family Office
California
$67K
CCM
94
Cribstone Capital Management
Maine
$57K +$1.27K +30 +2%
CFD
95
Creative Financial Designs
Indiana
$51K +$51K +1,202 New
CFA
96
Carroll Financial Associates
North Carolina
$46K
WEC
97
Winslow Evans & Crocker
Massachusetts
$43K
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$43K +$43K +1,018 New
Citigroup
99
Citigroup
New York
$42K
RPG
100
Risk Paradigm Group
Texas
$36K