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iShares Core 60/40 Balanced Allocation ETF

156 hedge funds and large institutions have $395M invested in iShares Core 60/40 Balanced Allocation ETF in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 60 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
Holders Change %
0%
% of All Funds
3.57%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
18
Increased
60
Reduced
50
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Renaissance Technologies
101
Renaissance Technologies
New York
$220K -$518K -11,490 -70%
RCA
102
Rowland Carmichael Advisors
Arizona
$209K +$20.7K +460 +11%
SPC
103
Sigma Planning Corp
Michigan
$206K +$206K +4,553 New
IF
104
Ironwood Financial
Arizona
$179K
CFG
105
CKW Financial Group
Hawaii
$179K +$19.9K +442 +13%
Fidelity Investments
106
Fidelity Investments
Massachusetts
$177K +$177K +3,919 New
CFA
107
Camarda Financial Advisors
Florida
$174K -$30.1K -668 -15%
GWM
108
Geneos Wealth Management
Colorado
$167K +$30.6K +681 +22%
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$145K -$1.36K -30 -0.9%
WA
110
WestEnd Advisors
North Carolina
$140K -$51.4K -1,139 -27%
PCG
111
Private Capital Group
Connecticut
$133K +$135 +3 +0.1%
BNP Paribas Financial Markets
112
BNP Paribas Financial Markets
France
$103K -$39.1K -866 -28%
TFO
113
Tarbox Family Office
California
$79K +$75.5K +1,663 +2,160%
WSTAM
114
Wilbanks Smith & Thomas Asset Management
Virginia
$63K +$63K +1,395 New
MWPCG
115
Measured Wealth Private Client Group
New Hampshire
$58K +$58K +1,280 New
CFA
116
Carroll Financial Associates
North Carolina
$49K
BRC
117
Bell Rock Capital
Delaware
$41K +$9.11K +200 +29%
PG
118
Patten Group
Tennessee
$40K -$11.9K -262 -23%
OC
119
Oakworth Capital
Alabama
$39K -$38.2K -833 -49%
RPG
120
Risk Paradigm Group
Texas
$33K
WEC
121
Winslow Evans & Crocker
Massachusetts
$32K
AAP
122
Arax Advisory Partners
Colorado
$32K +$32K +711 New
RCAG
123
Rehmann Capital Advisory Group
Michigan
$31.5K +$1.4K +31 +5%
AWM
124
AllSquare Wealth Management
New York
$31K
BA
125
Ballew Advisors
Mississippi
$31K