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iShares Core 60/40 Balanced Allocation ETF

156 hedge funds and large institutions have $395M invested in iShares Core 60/40 Balanced Allocation ETF in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 60 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
Holders Change %
0%
% of All Funds
3.57%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
18
Increased
60
Reduced
50
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$363K -$23.4K -520 -6%
WDL
77
Well Done LLC
Michigan
$338K
MML Investors Services
78
MML Investors Services
Massachusetts
$332K -$307K -6,795 -48%
CAMG
79
CWA Asset Management Group
Florida
$324K -$6.58K -146 -2%
KSA
80
Ken Stern & Associates
California
$313K -$107K -2,379 -26%
VA
81
Valmark Advisers
Ohio
$283K -$26.9K -595 -9%
FIA
82
Foundations Investment Advisors
Arizona
$281K +$281K +6,216 New
CWM
83
Chesapeake Wealth Management
Virginia
$280K +$12.9K +285 +5%
JWM
84
JGP Wealth Management
Oregon
$275K +$4.02K +89 +1%
RA
85
Rational Advisors
New York
$273K -$53.6K -1,189 -16%
WAM
86
Watermark Asset Management
California
$264K -$7.36K -163 -3%
VHAM
87
Van Hulzen Asset Management
California
$261K +$52.3K +1,156 +25%
CFD
88
Creative Financial Designs
Indiana
$249K +$33.1K +735 +15%
SS
89
Simplicity Solutions
Minnesota
$248K -$109K -2,422 -31%
DT
90
Diversified Trust
Tennessee
$247K +$1.8K +40 +0.7%
CBU
91
CIBC Bank USA
Illinois
$245K -$722 -16 -0.3%
PA
92
PFG Advisors
Arizona
$242K -$19.5K -454 -7%
FSA
93
Financial Sense Advisors
California
$242K +$45 +1 +0%
CCM
94
Canal Capital Management
Virginia
$240K -$15.2K -337 -6%
BCA
95
Bay Colony Advisors
Massachusetts
$240K +$17.1K +379 +8%
TA
96
Tiedemann Advisors
New York
$238K
OAM
97
Occidental Asset Management
California
$238K +$25K +553 +12%
WC
98
Weil Company
California
$235K
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$228K +$18.7K +413 +9%
BSWM
100
Boston Standard Wealth Management
Massachusetts
$221K +$221K +4,934 New