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iShares Core 60/40 Balanced Allocation ETF

118 hedge funds and large institutions have $312M invested in iShares Core 60/40 Balanced Allocation ETF in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 29 reducing their positions, and 10 closing their positions.

Holders
118
Holders Change
+6
Holders Change %
+5.36%
% of All Funds
2.95%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
16
Increased
53
Reduced
29
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WEC
101
Winslow Evans & Crocker
Massachusetts
$43.3K +$45 +1 +0.1%
RPG
102
Risk Paradigm Group
Texas
$32.8K -$5.34K -119 -14%
AWM
103
AllSquare Wealth Management
New York
$31K +$31K +690 New
FCMT
104
Founders Capital Management (Texas)
Texas
$15K +$133 +3 +0.9%
AIP
105
Ameritas Investment Partners
Nebraska
$13K
JCM
106
Jacobi Capital Management
Pennsylvania
$12K +$12K +270 New
GRP
107
Global Retirement Partners
California
$11K
RFWA
108
RPg Family Wealth Advisory
Massachusetts
$10.4K
PFGIA
109
Patriot Financial Group Insurance Agency
Massachusetts
$10K +$44 +1 +0.4%
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$9K
LF
111
Lee Financial
Texas
$7K
FWM
112
Focused Wealth Management
New York
$6K -$13.2K -287 -69%
BWL
113
Bogart Wealth LLC
Virginia
$5K +$5K +108 New
AF
114
Allworth Financial
California
$3K
BFEC
115
Benjamin F. Edwards & Company
Missouri
$3K +$3K +75 New
BCI
116
Brinker Capital Investments
Pennsylvania
$1K +$226 +7 +29%
LC
117
Landaas & Company
Wisconsin
$1K +$1K +31 New
Jane Street
118
Jane Street
New York
-$572K -13,107 Closed
SF
119
Synovus Financial
Georgia
-$485K -11,125 Closed
CG
120
Colony Group
Massachusetts
-$368K -8,445 Closed
SFWA
121
Summit Financial Wealth Advisors
Louisiana
-$266K -6,109 Closed
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
-$264K -6,054 Closed
OAM
123
Occidental Asset Management
California
-$206K -4,724 Closed
Creative Planning
124
Creative Planning
Kansas
-$154K -3,534 Closed
MFW
125
Mosaic Family Wealth
Missouri
-$99K -2,266 Closed