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iShares Core 60/40 Balanced Allocation ETF

171 hedge funds and large institutions have $456M invested in iShares Core 60/40 Balanced Allocation ETF in 2019 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 66 increasing their positions, 56 reducing their positions, and 16 closing their positions.

Holders
171
Holders Change
+1
Holders Change %
+0.59%
% of All Funds
3.72%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
19
Increased
66
Reduced
56
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RBFC
76
Roman Butler Fullerton & Co
Missouri
$529K -$14.3K -310 -3%
AWM
77
Avior Wealth Management
Nebraska
$525K +$460 +10 +0.1%
BWM
78
Bernicke Wealth Management
Wisconsin
$512K +$512K +11,130 New
CAMG
79
CWA Asset Management Group
Florida
$508K -$2.49K -54 -0.5%
DAS
80
Dynamic Advisor Solutions
Arizona
$500K +$28.5K +619 +6%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$493K +$493K +10,709 New
SC
82
Scotia Capital
Ontario, Canada
$489K -$3.04K -66 -0.6%
Renaissance Technologies
83
Renaissance Technologies
New York
$468K +$468K +10,167 New
FIA
84
Foundations Investment Advisors
Arizona
$457K -$142K -3,070 -24%
AWA
85
Acorn Wealth Advisors
Michigan
$443K +$498 +11 +0.1%
MPPLM
86
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$429K +$16.1K +350 +4%
SCM
87
Stonehearth Capital Management
Massachusetts
$421K -$102K -2,218 -20%
APA
88
American Portfolios Advisors
New York
$413K +$411K +8,936 +20,781%
BHWM
89
Bay Harbor Wealth Management
Maryland
$396K +$2.39K +52 +0.6%
SWP
90
Stratos Wealth Partners
Ohio
$389K
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
$388K +$4.83K +105 +1%
MWP
92
MYCIO Wealth Partners
Pennsylvania
$386K
Stifel Financial
93
Stifel Financial
Missouri
$372K -$14.8K -322 -4%
PPP
94
Private Portfolio Partners
New Jersey
$368K -$5.61K -122 -2%
TF
95
TimeScale Financial
Massachusetts
$367K -$12.3K -268 -3%
AIA
96
Arbor Investment Advisors
North Carolina
$367K +$691 +15 +0.2%
CPO
97
Cerity Partners OCIO
New York
$343K +$8.46K +184 +3%
Fidelity Investments
98
Fidelity Investments
Massachusetts
$342K -$22.7K -494 -6%
CWM
99
Cornerstone Wealth Management
Missouri
$341K +$341K +7,398 New
VHAM
100
Van Hulzen Asset Management
California
$336K +$12.3K +267 +4%