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iShares Core 60/40 Balanced Allocation ETF

112 hedge funds and large institutions have $285M invested in iShares Core 60/40 Balanced Allocation ETF in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 60 increasing their positions, 25 reducing their positions, and 14 closing their positions.

Holders
112
Holders Change
-3
Holders Change %
-2.61%
% of All Funds
2.8%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
11
Increased
60
Reduced
25
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CCM
76
Canal Capital Management
Virginia
$263K 6,039 +219 +4%
CAMG
77
CWA Asset Management Group
Florida
$244K 5,584
MML Investors Services
78
MML Investors Services
Massachusetts
$237K 5,439 +5,439 New
Fifth Third Bancorp
79
Fifth Third Bancorp
Ohio
$235K 5,398 +482 +10%
FSA
80
Financial Sense Advisors
California
$218K 4,996 +4,996 New
OAM
81
Occidental Asset Management
California
$206K 4,724 +4,724 New
FAAS
82
First Allied Advisory Services
California
$204K 4,693 +4,693 New
Manulife (Manufacturers Life Insurance)
83
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$192K 4,412 +4,412 New
IF
84
Ironwood Financial
Arizona
$175K 4,017
Creative Planning
85
Creative Planning
Kansas
$154K 3,534 -8 -0.2%
GWM
86
Geneos Wealth Management
Colorado
$152K 3,504 +162 +5%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$131K 2,996 +370 +14%
JFA
88
JNBA Financial Advisors
Minnesota
$117K 2,688 -330 -11%
CFG
89
CKW Financial Group
Hawaii
$117K 2,685 +236 +10%
CFD
90
Creative Financial Designs
Indiana
$117K 2,676 +1,474 +123%
RCA
91
Rowland Carmichael Advisors
Arizona
$116K 2,668 -135 -5%
IIC
92
Integrated Investment Consultants
Michigan
$116K 2,654
MFW
93
Mosaic Family Wealth
Missouri
$99K 2,266
CCM
94
Cribstone Capital Management
Maine
$61K 1,393 +45 +3%
FDCDDQ
95
Federation des caisses Desjardins du Quebec
Quebec, Canada
$53.6K 1,230 +1,230 New
PG
96
Patten Group
Tennessee
$52K 1,173 +1,173 New
CFA
97
Carroll Financial Associates
North Carolina
$47K 1,100
Citigroup
98
Citigroup
New York
$44K 1,000
WEC
99
Winslow Evans & Crocker
Massachusetts
$42.1K 965 -51 -5%
RPG
100
Risk Paradigm Group
Texas
$37.1K 850