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iShares Core 60/40 Balanced Allocation ETF

112 hedge funds and large institutions have $285M invested in iShares Core 60/40 Balanced Allocation ETF in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 60 increasing their positions, 25 reducing their positions, and 14 closing their positions.

Holders
112
Holders Change
-3
Holders Change %
-2.61%
% of All Funds
2.8%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
11
Increased
60
Reduced
25
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FWM
101
Focused Wealth Management
New York
$18K 417 +2 +0.5%
FCMT
102
Founders Capital Management (Texas)
Texas
$15K 336 +39 +13%
AIP
103
Ameritas Investment Partners
Nebraska
$13K 307
GRP
104
Global Retirement Partners
California
$11K 275
RFWA
105
RPg Family Wealth Advisory
Massachusetts
$10.2K 233 +233 New
PFGIA
106
Patriot Financial Group Insurance Agency
Massachusetts
$10K 227 +102 +82%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$9K 200 -150 -43%
ASN
108
Advisory Services Network
Georgia
$7K 157
LF
109
Lee Financial
Texas
$7K 165
AF
110
Allworth Financial
California
$3K 58 -133 -70%
BCI
111
Brinker Capital Investments
Pennsylvania
$1K 24 +23 +2,300%
Baird Financial Group
112
Baird Financial Group
Wisconsin
-42,490 Closed
Wolverine Trading
113
Wolverine Trading
Illinois
-12,064 Closed
TA
114
Tiedemann Advisors
New York
-10,769 Closed
VFA
115
Voya Financial Advisors
Connecticut
-7,542 Closed
B
116
Bridgeworth
Alabama
-5,234 Closed
Koshinski Asset Management
117
Koshinski Asset Management
Illinois
-4,760 Closed
HR
118
Howe & Rusling
New York
-2,306 Closed
MAS
119
Madden Advisory Services
Florida
-2,272 Closed
TFO
120
Tarbox Family Office
California
-1,576 Closed
Northwestern Mutual Wealth Management
121
Northwestern Mutual Wealth Management
Wisconsin
-1,018 Closed
AWM
122
AllSquare Wealth Management
New York
-690 Closed
SSB
123
Sandy Spring Bank
Maryland
-625 Closed
US Bancorp
124
US Bancorp
Minnesota
-305 Closed
CPIG
125
Chicago Partners Investment Group
Illinois
-42 Closed