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iShares Core 60/40 Balanced Allocation ETF

148 hedge funds and large institutions have $300M invested in iShares Core 60/40 Balanced Allocation ETF in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+11
Holders Change %
+8.03%
% of All Funds
3.4%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
24
Increased
60
Reduced
35
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
76
Clearwater Capital Advisors
Illinois
$322K +$14.9K +335 +5%
MPPLM
77
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$320K -$23.5K -527 -7%
CWM
78
Cornerstone Wealth Management
Missouri
$320K -$7.61K -172 -2%
CAMG
79
CWA Asset Management Group
Florida
$296K +$13.8K +309 +5%
VA
80
Valmark Advisers
Ohio
$294K +$8.24K +185 +3%
NL
81
NWAM LLC
Washington
$267K -$4.41K -99 -2%
BSWM
82
Boston Standard Wealth Management
Massachusetts
$264K -$33K -741 -11%
CCP
83
Cardan Capital Partners
Colorado
$260K +$260K +5,838 New
WAM
84
Watermark Asset Management
California
$251K +$12.1K +272 +5%
PA
85
PFG Advisors
Arizona
$251K +$251K +5,633 New
CCM
86
Canal Capital Management
Virginia
$245K -$110K -2,459 -31%
CBU
87
CIBC Bank USA
Illinois
$244K
DT
88
Diversified Trust
Tennessee
$243K +$4.02K +90 +2%
FSA
89
Financial Sense Advisors
California
$239K -$6.88K -154 -3%
OAM
90
Occidental Asset Management
California
$237K +$237K +5,310 New
CWM
91
Chesapeake Wealth Management
Virginia
$237K +$237K +5,320 New
TA
92
Tiedemann Advisors
New York
$235K
WC
93
Weil Company
California
$232K
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$228K +$31K +695 +16%
AW
95
ACG Wealth
Georgia
$210K -$52.3K -1,174 -20%
BW
96
Bison Wealth
Georgia
$208K -$29.3K -657 -12%
CFD
97
Creative Financial Designs
Indiana
$207K +$65.1K +1,463 +46%
CFA
98
Camarda Financial Advisors
Florida
$196K -$51.8K -1,159 -21%
RCA
99
Rowland Carmichael Advisors
Arizona
$196K +$14.7K +330 +8%
Fifth Third Bancorp
100
Fifth Third Bancorp
Ohio
$190K +$6.9K +155 +4%