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iShares Core 60/40 Balanced Allocation ETF

137 hedge funds and large institutions have $356M invested in iShares Core 60/40 Balanced Allocation ETF in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 33 reducing their positions, and 9 closing their positions.

Holders
137
Holders Change
+19
Holders Change %
+16.1%
% of All Funds
3.11%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
29
Increased
57
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
101
Geneos Wealth Management
Colorado
$149K -$6.04K -135 -4%
US Bancorp
102
US Bancorp
Minnesota
$146K
CFD
103
Creative Financial Designs
Indiana
$142K -$3.87K -87 -3%
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$135K
CFG
105
CKW Financial Group
Hawaii
$122K +$6.27K +140 +5%
JFA
106
JNBA Financial Advisors
Minnesota
$113K -$11K -244 -9%
CCM
107
Cribstone Capital Management
Maine
$77K -$3.24K -70 -4%
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$59K +$50K +1,108 +554%
PG
109
Patten Group
Tennessee
$53K +$625 +14 +1%
CFA
110
Carroll Financial Associates
North Carolina
$49K
CA
111
Calton & Associates
Florida
$48K +$48K +1,063 New
RPG
112
Risk Paradigm Group
Texas
$32.8K
AWM
113
AllSquare Wealth Management
New York
$31K
WEC
114
Winslow Evans & Crocker
Massachusetts
$29.9K -$13.5K -300 -31%
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$18K +$18K +400 New
FCMT
116
Founders Capital Management (Texas)
Texas
$15K
KJWM
117
Kiley Juergens Wealth Management
Washington
$15K +$15K +341 New
FDCDDQ
118
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.8K -$40.4K -900 -73%
APA
119
American Portfolios Advisors
New York
$14.2K +$14.2K +316 New
JCM
120
Jacobi Capital Management
Pennsylvania
$13K +$419 +9 +3%
RFWA
121
RPg Family Wealth Advisory
Massachusetts
$12.4K +$1.89K +42 +18%
GRP
122
Global Retirement Partners
California
$12K
PFGIA
123
Patriot Financial Group Insurance Agency
Massachusetts
$11K +$143 +3 +1%
1IA
124
1834 Investment Advisors
Wisconsin
$8K +$8K +175 New
LF
125
Lee Financial
Texas
$7K