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iShares Core 60/40 Balanced Allocation ETF

193 hedge funds and large institutions have $435M invested in iShares Core 60/40 Balanced Allocation ETF in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 71 increasing their positions, 70 reducing their positions, and 30 closing their positions.

Holders
193
Holders Change
-7
Holders Change %
-3.5%
% of All Funds
3.97%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
26
Increased
71
Reduced
70
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FSG
76
Financial Strategies Group
Michigan
$558K +$13.5K +292 +2%
MHS
77
M Holdings Securities
Oregon
$549K +$325 +7 +0.1%
LNC
78
Lincoln National Corp
Pennsylvania
$547K -$122K -2,620 -18%
HighTower Advisors
79
HighTower Advisors
Illinois
$534K +$254K +5,521 +91%
RBFC
80
Roman Butler Fullerton & Co
Missouri
$522K +$20.9K +450 +4%
SC
81
Scotia Capital
Ontario, Canada
$512K +$7.53K +159 +1%
GWM
82
Geneos Wealth Management
Colorado
$505K +$16.1K +351 +3%
EWA
83
EP Wealth Advisors
California
$504K -$307K -6,612 -38%
AWM
84
Avior Wealth Management
Nebraska
$504K +$60.2K +1,298 +14%
Renaissance Technologies
85
Renaissance Technologies
New York
$492K +$492K +10,600 New
AIP
86
Ahrens Investment Partners
Louisiana
$488K -$71.3K -1,537 -13%
CFA
87
Camarda Financial Advisors
Florida
$479K +$479K +10,333 New
CCM
88
Canal Capital Management
Virginia
$470K -$56.6K -1,222 -11%
FFG
89
Fullen Financial Group
Ohio
$466K +$466K +10,052 New
UCFA
90
United Capital Financial Advisors
Texas
$464K -$5.94K -128 -1%
TFS
91
TrustCore Financial Services
Tennessee
$457K +$32.4K +698 +8%
CAN
92
Cetera Advisor Networks
California
$455K +$455K +9,803 New
HSWM
93
Hubbell Strickland Wealth Management
Louisiana
$440K +$10.7K +231 +2%
AIA
94
Arbor Investment Advisors
North Carolina
$435K +$8.12K +175 +2%
BSAM
95
Blue Sky Asset Management
Colorado
$428K -$929 -20 -0.2%
BWM
96
Bernicke Wealth Management
Wisconsin
$427K -$78.6K -1,694 -16%
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$420K +$5.19K +112 +1%
RJA
98
Raymond James & Associates
Florida
$366K -$14M -300,704 -97%
JPMorgan Chase & Co
99
JPMorgan Chase & Co
New York
$365K +$27.2K +587 +8%
MPPLM
100
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$355K +$18.3K +395 +5%