AOR icon

iShares Core 60/40 Balanced Allocation ETF

170 hedge funds and large institutions have $446M invested in iShares Core 60/40 Balanced Allocation ETF in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+1
Holders Change %
+0.59%
% of All Funds
3.69%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.15%
New
23
Increased
56
Reduced
60
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
W
76
Wealthquest
Ohio
$596K -$8.35K -187 -1%
FIA
77
Foundations Investment Advisors
Arizona
$580K +$48.3K +1,081 +9%
RFN
78
RDA Financial Network
Iowa
$546K +$546K +12,091 New
KA
79
Kovack Advisors
Florida
$539K
MHS
80
M Holdings Securities
Oregon
$530K +$6.94K +155 +1%
RBFC
81
Roman Butler Fullerton & Co
Missouri
$527K -$44K -985 -8%
AWM
82
Avior Wealth Management
Nebraska
$509K +$30.1K +675 +6%
SCM
83
Stonehearth Capital Management
Massachusetts
$508K -$47.5K -1,063 -9%
CAMG
84
CWA Asset Management Group
Florida
$496K +$173K +3,873 +54%
SC
85
Scotia Capital
Ontario, Canada
$477K -$3.89K -87 -0.8%
DAS
86
Dynamic Advisor Solutions
Arizona
$458K
US Bancorp
87
US Bancorp
Minnesota
$455K
AWA
88
Acorn Wealth Advisors
Michigan
$441K -$14.6K -323 -3%
SHCM
89
Stokes & Hubbell Capital Management
Louisiana
$433K +$20.3K +453 +5%
MPPLM
90
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$401K -$57.3K -1,283 -13%
Wolverine Trading
91
Wolverine Trading
Illinois
$397K +$397K +8,872 New
BHWM
92
Bay Harbor Wealth Management
Maryland
$383K -$162K -3,610 -30%
SWP
93
Stratos Wealth Partners
Ohio
$378K -$2.3M -51,500 -86%
AF
94
Advisornet Financial
Minnesota
$378K +$127K +2,837 +50%
Stifel Financial
95
Stifel Financial
Missouri
$376K -$2.66M -59,722 -88%
MWP
96
MYCIO Wealth Partners
Pennsylvania
$375K
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$372K -$2.81M -62,768 -88%
TF
98
TimeScale Financial
Massachusetts
$368K +$143K +3,190 +63%
PPP
99
Private Portfolio Partners
New Jersey
$363K +$759 +17 +0.2%
AIA
100
Arbor Investment Advisors
North Carolina
$355K +$355K +7,949 New