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iShares Core 60/40 Balanced Allocation ETF

169 hedge funds and large institutions have $438M invested in iShares Core 60/40 Balanced Allocation ETF in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 71 increasing their positions, 58 reducing their positions, and 15 closing their positions.

Holders
169
Holders Change
-2
Holders Change %
-1.17%
% of All Funds
3.71%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
14
Increased
71
Reduced
58
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
76
Cetera Advisors
Colorado
$538K -$74.7K -1,624 -12%
CAMG
77
CWA Asset Management Group
Florida
$532K +$24K +522 +5%
MHS
78
M Holdings Securities
Oregon
$531K -$17K -369 -3%
AWM
79
Avior Wealth Management
Nebraska
$531K +$6.3K +137 +1%
BWM
80
Bernicke Wealth Management
Wisconsin
$517K +$3.96K +86 +0.8%
DAS
81
Dynamic Advisor Solutions
Arizona
$511K +$10.6K +231 +2%
RBFC
82
Roman Butler Fullerton & Co
Missouri
$503K -$26.3K -570 -5%
SC
83
Scotia Capital
Ontario, Canada
$480K -$8.33K -181 -2%
AWA
84
Acorn Wealth Advisors
Michigan
$475K +$17K +364 +4%
BOPW
85
Brandywine Oak Private Wealth
Pennsylvania
$470K +$200K +4,343 +74%
HSWM
86
Hubbell Strickland Wealth Management
Louisiana
$462K +$462K +10,025 New
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$425K +$37.2K +808 +10%
PA
88
PFG Advisors
Arizona
$422K +$120K +2,653 +40%
MPPLM
89
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$412K -$17.6K -383 -4%
APA
90
American Portfolios Advisors
New York
$409K -$4.51K -98 -1%
BHWM
91
Bay Harbor Wealth Management
Maryland
$397K +$184 +4 +0%
SCM
92
Stonehearth Capital Management
Massachusetts
$390K -$31K -674 -7%
MWP
93
MYCIO Wealth Partners
Pennsylvania
$386K
AIA
94
Arbor Investment Advisors
North Carolina
$370K +$2.95K +64 +0.8%
TF
95
TimeScale Financial
Massachusetts
$367K
PPP
96
Private Portfolio Partners
New Jersey
$357K -$11.3K -246 -3%
Fidelity Investments
97
Fidelity Investments
Massachusetts
$342K -$46 -1 -0%
CPO
98
Cerity Partners OCIO
New York
$335K -$8.37K -182 -2%
US Bancorp
99
US Bancorp
Minnesota
$320K
RA
100
Rational Advisors
New York
$318K +$88K +1,910 +38%