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iShares Core 60/40 Balanced Allocation ETF

169 hedge funds and large institutions have $588M invested in iShares Core 60/40 Balanced Allocation ETF in 2018 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 60 increasing their positions, 41 reducing their positions, and 29 closing their positions.

Holders
169
Holders Change
+13
Holders Change %
+8.33%
% of All Funds
3.77%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
44
Increased
60
Reduced
41
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CPO
101
Cerity Partners OCIO
New York
$265K +$265K +6,421 New
CWM
102
Chesapeake Wealth Management
Virginia
$256K -$828 -20 -0.3%
WAM
103
Watermark Asset Management
California
$244K +$2.35K +57 +1%
PA
104
PFG Advisors
Arizona
$243K -$3.36K -77 -1%
AF
105
Advisornet Financial
Minnesota
$233K -$124K -3,006 -35%
JWM
106
JGP Wealth Management
Oregon
$232K -$19.7K -476 -8%
MFGP
107
Marshall Financial Group (Pennsylvania)
Pennsylvania
$229K +$229K +5,536 New
DT
108
Diversified Trust
Tennessee
$227K
HighTower Advisors
109
HighTower Advisors
Illinois
$226K -$2.21M -54,100 -91%
OAM
110
Occidental Asset Management
California
$222K +$4.54K +110 +2%
TA
111
Tiedemann Advisors
New York
$219K
CCM
112
Canal Capital Management
Virginia
$211K -$8.84K -214 -4%
TF
113
TimeScale Financial
Massachusetts
$209K +$209K +5,048 New
WWM
114
Western Wealth Management
Colorado
$203K +$203K +4,920 New
BCA
115
Bay Colony Advisors
Massachusetts
$202K -$17.2K -417 -8%
JWA
116
JFS Wealth Advisors
Pennsylvania
$170K -$455K -11,015 -73%
JFA
117
JNBA Financial Advisors
Minnesota
$170K +$170K +4,109 New
CFA
118
Camarda Financial Advisors
Florida
$167K +$7.75K +188 +5%
IF
119
Ironwood Financial
Arizona
$164K
SGS
120
Sterling Global Strategies
California
$162K +$162K +3,930 New
RCA
121
Rowland Carmichael Advisors
Arizona
$155K -$37.3K -900 -19%
BOPW
122
Brandywine Oak Private Wealth
Pennsylvania
$153K +$153K +3,719 New
Fidelity Investments
123
Fidelity Investments
Massachusetts
$149K -$12.6K -306 -8%
CFD
124
Creative Financial Designs
Indiana
$139K -$88.7K -2,152 -39%
GWM
125
Geneos Wealth Management
Colorado
$125K -$26.5K -649 -17%