AOR icon

iShares Core 60/40 Balanced Allocation ETF

169 hedge funds and large institutions have $588M invested in iShares Core 60/40 Balanced Allocation ETF in 2018 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 60 increasing their positions, 41 reducing their positions, and 29 closing their positions.

Holders
169
Holders Change
+13
Holders Change %
+8.33%
% of All Funds
3.77%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
44
Increased
60
Reduced
41
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFWC
76
Strategic Family Wealth Counselors
New Jersey
$553K +$553K +13,393 New
RBFC
77
Roman Butler Fullerton & Co
Missouri
$540K +$540K +12,780 New
IA
78
IFP Advisors
Florida
$521K -$333K -8,100 -39%
FIA
79
Foundations Investment Advisors
Arizona
$519K +$248K +5,677 +91%
CFA
80
Cahill Financial Advisors
Minnesota
$515K +$515K +12,465 New
SCM
81
Stonehearth Capital Management
Massachusetts
$514K -$951 -23 -0.2%
BHWM
82
Bay Harbor Wealth Management
Maryland
$503K +$503K +12,170 New
KA
83
Kovack Advisors
Florida
$498K +$498K +12,050 New
MHS
84
M Holdings Securities
Oregon
$483K +$124 +3 +0%
AWM
85
Avior Wealth Management
Nebraska
$443K +$330 +8 +0.1%
DAS
86
Dynamic Advisor Solutions
Arizona
$440K -$376K -8,770 -46%
SC
87
Scotia Capital
Ontario, Canada
$426K -$4K -101 -0.9%
AWA
88
Acorn Wealth Advisors
Michigan
$425K +$2.06K +49 +0.5%
MPPLM
89
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$424K -$72.7K -1,759 -15%
US Bancorp
90
US Bancorp
Minnesota
$421K
SHCM
91
Stokes & Hubbell Capital Management
Louisiana
$381K -$8.88K -215 -2%
MWP
92
MYCIO Wealth Partners
Pennsylvania
$346K +$346K +8,382 New
PPP
93
Private Portfolio Partners
New Jersey
$335K +$335K +8,111 New
PAM
94
Peak Asset Management
Colorado
$334K -$171K -4,145 -34%
CWM
95
Cornerstone Wealth Management
Missouri
$321K -$11.5M -279,826 -97%
GWMIA
96
Global Wealth Management Investment Advisory
Florida
$306K +$306K +7,410 New
PV
97
Private Vista
Illinois
$301K +$301K +7,293 New
NFG
98
Next Financial Group
Texas
$299K +$299K +7,241 New
CAMG
99
CWA Asset Management Group
Florida
$298K +$1.07K +26 +0.4%
VHAM
100
Van Hulzen Asset Management
California
$290K +$51.3K +1,241 +21%