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iShares Core 60/40 Balanced Allocation ETF

156 hedge funds and large institutions have $317M invested in iShares Core 60/40 Balanced Allocation ETF in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 73 increasing their positions, 31 reducing their positions, and 12 closing their positions.

Holders
156
Holders Change
+8
Holders Change %
+5.41%
% of All Funds
3.58%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
21
Increased
73
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$380K +$31.5K +710 +9%
SHCM
77
Stokes & Hubbell Capital Management
Louisiana
$363K +$1.6K +36 +0.4%
SS
78
Simplicity Solutions
Minnesota
$351K +$351K +7,917 New
AF
79
Advisornet Financial
Minnesota
$346K +$16.4K +369 +5%
CCA
80
Clearwater Capital Advisors
Illinois
$333K +$12.3K +278 +4%
CCP
81
Cardan Capital Partners
Colorado
$332K +$73.1K +1,647 +28%
WDL
82
Well Done LLC
Michigan
$332K +$332K +7,491 New
CAMG
83
CWA Asset Management Group
Florida
$325K +$31.1K +701 +11%
RA
84
Rational Advisors
New York
$322K +$149K +3,355 +86%
MPPLM
85
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$319K -$178 -4 -0.1%
VA
86
Valmark Advisers
Ohio
$304K +$11.5K +260 +4%
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$296K +$296K +6,670 New
PA
88
PFG Advisors
Arizona
$271K +$20.8K +468 +8%
WAM
89
Watermark Asset Management
California
$267K +$16.9K +380 +7%
JWM
90
JGP Wealth Management
Oregon
$266K +$266K +6,002 New
CWM
91
Chesapeake Wealth Management
Virginia
$263K +$26.7K +600 +11%
Northern Trust
92
Northern Trust
Illinois
$261K +$261K +5,894 New
CCM
93
Canal Capital Management
Virginia
$251K +$7.63K +172 +3%
Creative Planning
94
Creative Planning
Kansas
$245K +$245K +5,521 New
CBU
95
CIBC Bank USA
Illinois
$242K -$1.02K -23 -0.4%
DT
96
Diversified Trust
Tennessee
$241K
FSA
97
Financial Sense Advisors
California
$237K +$44 +1 +0%
TA
98
Tiedemann Advisors
New York
$234K
WC
99
Weil Company
California
$231K
BCA
100
Bay Colony Advisors
Massachusetts
$219K +$219K +4,935 New