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iShares Core 60/40 Balanced Allocation ETF

148 hedge funds and large institutions have $300M invested in iShares Core 60/40 Balanced Allocation ETF in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 35 reducing their positions, and 13 closing their positions.

Holders
148
Holders Change
+11
Holders Change %
+8.03%
% of All Funds
3.4%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
24
Increased
60
Reduced
35
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
101
Brasada Capital Management
Texas
$182K +$182K +4,092 New
IF
102
Ironwood Financial
Arizona
$177K
APA
103
American Portfolios Advisors
New York
$174K +$160K +3,593 +1,137%
RA
104
Rational Advisors
New York
$174K +$174K +3,894 New
JFA
105
JNBA Financial Advisors
Minnesota
$137K +$25.2K +565 +22%
CFG
106
CKW Financial Group
Hawaii
$135K +$15.5K +352 +13%
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$134K
WA
108
WestEnd Advisors
North Carolina
$129K +$129K +2,887 New
PCG
109
Private Capital Group
Connecticut
$128K +$446 +10 +0.4%
GWM
110
Geneos Wealth Management
Colorado
$122K -$25.5K -575 -17%
IIC
111
Integrated Investment Consultants
Michigan
$118K +$118K +2,640 New
BNP Paribas Financial Markets
112
BNP Paribas Financial Markets
France
$98.7K +$98.7K +2,214 New
OC
113
Oakworth Capital
Alabama
$74K -$300K -6,829 -80%
PG
114
Patten Group
Tennessee
$53K
CFA
115
Carroll Financial Associates
North Carolina
$49K
RPG
116
Risk Paradigm Group
Texas
$32.6K
BA
117
Ballew Advisors
Mississippi
$32K +$32K +725 New
AWM
118
AllSquare Wealth Management
New York
$31K
WEC
119
Winslow Evans & Crocker
Massachusetts
$29.6K
CCM
120
Cribstone Capital Management
Maine
$28K -$45.8K -1,033 -62%
SWPG
121
Strategic Wealth Partners Group
Illinois
$26.3K -$3.13K -70,284 -11%
1IA
122
1834 Investment Advisors
Wisconsin
$23K +$15.1K +332 +190%
SFM
123
Signet Financial Management
New Jersey
$22K +$22K +490 New
RCAG
124
Rehmann Capital Advisory Group
Michigan
$21K +$21K +478 New
BRC
125
Bell Rock Capital
Delaware
$20K +$20K +450 New