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iShares Core 60/40 Balanced Allocation ETF

156 hedge funds and large institutions have $317M invested in iShares Core 60/40 Balanced Allocation ETF in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 73 increasing their positions, 31 reducing their positions, and 12 closing their positions.

Holders
156
Holders Change
+8
Holders Change %
+5.41%
% of All Funds
3.58%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
21
Increased
73
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFD
101
Creative Financial Designs
Indiana
$212K +$5.98K +135 +3%
OAM
102
Occidental Asset Management
California
$209K -$26.1K -589 -11%
Manulife (Manufacturers Life Insurance)
103
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$206K -$21.1K -474 -9%
APA
104
American Portfolios Advisors
New York
$205K +$31.9K +720 +18%
VHAM
105
Van Hulzen Asset Management
California
$205K +$205K +4,617 New
CFA
106
Camarda Financial Advisors
Florida
$201K +$6.43K +145 +3%
WA
107
WestEnd Advisors
North Carolina
$188K +$59.7K +1,345 +47%
RCA
108
Rowland Carmichael Advisors
Arizona
$186K -$9.12K -205 -5%
IF
109
Ironwood Financial
Arizona
$176K -$978 -22 -0.6%
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$165K +$32.3K +730 +24%
CFG
111
CKW Financial Group
Hawaii
$156K +$19.9K +449 +15%
JFA
112
JNBA Financial Advisors
Minnesota
$148K +$11.8K +266 +9%
Fifth Third Bancorp
113
Fifth Third Bancorp
Ohio
$144K -$45.6K -1,027 -24%
BNP Paribas Financial Markets
114
BNP Paribas Financial Markets
France
$140K +$41.4K +934 +42%
GWM
115
Geneos Wealth Management
Colorado
$134K +$12.3K +277 +10%
PCG
116
Private Capital Group
Connecticut
$131K +$3.99K +90 +3%
B
117
Bridgeworth
Alabama
$96K +$96K +2,188 New
SEI Investments
118
SEI Investments
Pennsylvania
$90K +$90K +2,024 New
OC
119
Oakworth Capital
Alabama
$74K
RWP
120
RWA Wealth Partners
Massachusetts
$53K +$50.7K +1,145 +2,160%
PG
121
Patten Group
Tennessee
$51K -$2.01K -45 -4%
CFA
122
Carroll Financial Associates
North Carolina
$48K
RPG
123
Risk Paradigm Group
Texas
$32.4K
BA
124
Ballew Advisors
Mississippi
$32K
AWM
125
AllSquare Wealth Management
New York
$31K