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iShares Core 60/40 Balanced Allocation ETF

118 hedge funds and large institutions have $312M invested in iShares Core 60/40 Balanced Allocation ETF in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 29 reducing their positions, and 10 closing their positions.

Holders
118
Holders Change
+6
Holders Change %
+5.36%
% of All Funds
2.95%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
16
Increased
53
Reduced
29
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MML Investors Services
76
MML Investors Services
Massachusetts
$290K +$46.1K +1,029 +19%
CWM
77
Cornerstone Wealth Management
Missouri
$288K +$4.45K +99 +2%
WAM
78
Watermark Asset Management
California
$271K -$22.7K -507 -8%
BW
79
Bison Wealth
Georgia
$257K -$31.9K -711 -11%
CAMG
80
CWA Asset Management Group
Florida
$249K -$1.48K -33 -0.6%
FSA
81
Financial Sense Advisors
California
$241K +$16.9K +376 +8%
TA
82
Tiedemann Advisors
New York
$237K +$237K +5,274 New
Stifel Financial
83
Stifel Financial
Missouri
$235K +$235K +5,237 New
FAAS
84
First Allied Advisory Services
California
$212K +$271 +6 +0.1%
Koshinski Asset Management
85
Koshinski Asset Management
Illinois
$204K +$204K +4,551 New
Manulife (Manufacturers Life Insurance)
86
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$198K
IF
87
Ironwood Financial
Arizona
$179K -$1.21K -27 -0.7%
Fifth Third Bancorp
88
Fifth Third Bancorp
Ohio
$160K -$81.7K -1,824 -34%
GWM
89
Geneos Wealth Management
Colorado
$155K -$1.84K -41 -1%
CFD
90
Creative Financial Designs
Indiana
$147K +$27K +602 +22%
US Bancorp
91
US Bancorp
Minnesota
$146K +$146K +3,246 New
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$134K
JFA
93
JNBA Financial Advisors
Minnesota
$124K +$3.06K +68 +3%
RCA
94
Rowland Carmichael Advisors
Arizona
$120K
IIC
95
Integrated Investment Consultants
Michigan
$119K
CFG
96
CKW Financial Group
Hawaii
$116K -$4.58K -102 -4%
CCM
97
Cribstone Capital Management
Maine
$78K +$15.4K +342 +25%
FDCDDQ
98
Federation des caisses Desjardins du Quebec
Quebec, Canada
$55.1K
PG
99
Patten Group
Tennessee
$53K
CFA
100
Carroll Financial Associates
North Carolina
$49K