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iShares Core 60/40 Balanced Allocation ETF

218 hedge funds and large institutions have $476M invested in iShares Core 60/40 Balanced Allocation ETF in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 71 increasing their positions, 55 reducing their positions, and 11 closing their positions.

Holders
218
Holders Change
+49
Holders Change %
+28.99%
% of All Funds
4.3%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
63
Increased
71
Reduced
55
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
APA
76
American Portfolios Advisors
New York
$610K +$185K +3,860 +43%
AIP
77
Ahrens Investment Partners
Louisiana
$597K +$22.9K +479 +4%
W
78
Wealthquest
Ohio
$596K +$22.9K +478 +4%
KA
79
Kovack Advisors
Florida
$576K
MHS
80
M Holdings Securities
Oregon
$575K +$22.7K +475 +4%
B
81
Brightworth
Georgia
$568K +$568K +11,874 New
PA
82
Parallel Advisors
California
$565K -$50.5K -1,055 -8%
PCWA
83
Pacific Capital Wealth Advisors
California
$565K +$565K +11,815 New
TFS
84
TrustCore Financial Services
Tennessee
$559K -$125K -2,613 -18%
CSIA
85
Charles Schwab Investment Advisory
California
$555K +$555K +11,602 New
FSG
86
Financial Strategies Group
Michigan
$553K +$553K +11,551 New
BWM
87
Bernicke Wealth Management
Wisconsin
$532K -$4.21K -88 -0.8%
SWP
88
Summit Wealth Partners
Florida
$531K +$531K +11,104 New
CAMG
89
CWA Asset Management Group
Florida
$525K -$27.6K -578 -5%
RBFC
90
Roman Butler Fullerton & Co
Missouri
$516K -$5.74K -120 -1%
RA
91
Rational Advisors
New York
$507K +$177K +3,701 +54%
SC
92
Scotia Capital
Ontario, Canada
$506K +$6.09K +127 +1%
AWA
93
Acorn Wealth Advisors
Michigan
$486K +$239 +5 +0%
GWM
94
Geneos Wealth Management
Colorado
$486K +$278K +5,805 +133%
AIA
95
Arbor Investment Advisors
North Carolina
$484K +$99.6K +2,080 +26%
HSWM
96
Hubbell Strickland Wealth Management
Louisiana
$477K -$2.39K -50 -0.5%
BSAM
97
Blue Sky Asset Management
Colorado
$461K +$461K +9,628 New
AWM
98
Avior Wealth Management
Nebraska
$458K -$94.2K -1,971 -17%
Janney Montgomery Scott
99
Janney Montgomery Scott
Pennsylvania
$448K +$6.31K +132 +1%
CAS
100
Cascadia Advisory Services
Oregon
$442K +$442K +9,235 New