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iShares Core 60/40 Balanced Allocation ETF

115 hedge funds and large institutions have $269M invested in iShares Core 60/40 Balanced Allocation ETF in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+6
Holders Change %
+5.5%
% of All Funds
2.87%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
19
Increased
43
Reduced
33
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
101
AllSquare Wealth Management
New York
$29K
SSB
102
Sandy Spring Bank
Maryland
$26K
FWM
103
Focused Wealth Management
New York
$18K +$87 +2 +0.5%
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$15K
AIP
105
Ameritas Investment Partners
Nebraska
$13K
FCMT
106
Founders Capital Management (Texas)
Texas
$13K +$13K +297 New
US Bancorp
107
US Bancorp
Minnesota
$13K +$13K +305 New
GRP
108
Global Retirement Partners
California
$11K
AF
109
Allworth Financial
California
$8K
LF
110
Lee Financial
Texas
$7K -$282K -6,657 -98%
ASN
111
Advisory Services Network
Georgia
$7K +$7K +157 New
PFGIA
112
Patriot Financial Group Insurance Agency
Massachusetts
$5K -$4.08K -102 -45%
CPIG
113
Chicago Partners Investment Group
Illinois
$2K +$2K +42 New
SCA
114
Snowden Capital Advisors
New York
-$4.58M -112,801 Closed
DWA
115
Dorsey Wright & Associates
California
-$643K -15,850 Closed
OAJ
116
Ogorek Anthony Joseph
New York
-$344K -8,374 Closed
JCM
117
Janney Capital Management
Pennsylvania
-$271K -6,685 Closed
G
118
Gainplan
Michigan
-$248K -6,107 Closed
GC
119
Gilbert & Cook
Iowa
-$231K -5,694 Closed
SF
120
Synovus Financial
Georgia
-$50K -1,241 Closed
PSW
121
Portfolio Strategies (Washington)
Washington
-$37K -902 Closed
NFG
122
Next Financial Group
Texas
-$26K -629 Closed
SPIA
123
Steward Partners Investment Advisory
New York
-$15K -390 Closed
BIG
124
Bellwether Investment Group
Tennessee
-$6K -146 Closed