AOR icon

iShares Core 60/40 Balanced Allocation ETF

200 hedge funds and large institutions have $417M invested in iShares Core 60/40 Balanced Allocation ETF in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 51 increasing their positions, 80 reducing their positions, and 38 closing their positions.

Holders
200
Holders Change
-18
Holders Change %
-8.26%
% of All Funds
4.42%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
27
Increased
51
Reduced
80
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
76
Summit Wealth Partners
Florida
$498K +$38.2K +923 +8%
MHS
77
M Holdings Securities
Oregon
$489K -$7.9K -191 -2%
FSG
78
Financial Strategies Group
Michigan
$486K +$8.11K +196 +2%
Charles Schwab
79
Charles Schwab
California
$473K +$473K +11,425 New
CCM
80
Canal Capital Management
Virginia
$470K +$135K +3,262 +40%
Stifel Financial
81
Stifel Financial
Missouri
$456K -$361K -8,730 -44%
BWM
82
Bernicke Wealth Management
Wisconsin
$451K -$9.81K -237 -2%
RBFC
83
Roman Butler Fullerton & Co
Missouri
$447K
SC
84
Scotia Capital
Ontario, Canada
$440K +$3.72K +90 +0.9%
GWM
85
Geneos Wealth Management
Colorado
$438K +$21.3K +520 +5%
UCFA
86
United Capital Financial Advisors
Texas
$419K +$241K +5,821 +135%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$410K -$1.92M -47,426 -82%
AWM
88
Avior Wealth Management
Nebraska
$396K
HSWM
89
Hubbell Strickland Wealth Management
Louisiana
$383K -$29.7K -717 -7%
BSAM
90
Blue Sky Asset Management
Colorado
$382K -$16.1K -389 -4%
TFA
91
Tobias Financial Advisors
Florida
$382K -$290 -7 -0.1%
AIA
92
Arbor Investment Advisors
North Carolina
$381K -$37.3K -902 -9%
TFS
93
TrustCore Financial Services
Tennessee
$379K -$105K -2,533 -22%
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$370K -$17.4K -420 -4%
PA
95
PFG Advisors
Arizona
$361K -$18.4K -427 -5%
WP
96
WealthPLAN Partners
Nebraska
$360K
SCM
97
Stonehearth Capital Management
Massachusetts
$347K +$3.64K +88 +1%
FAAS
98
First Allied Advisory Services
California
$347K +$347K +8,393 New
Baird Financial Group
99
Baird Financial Group
Wisconsin
$345K
CA
100
Calton & Associates
Florida
$339K -$6.21K -150 -2%