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iShares Core 60/40 Balanced Allocation ETF

170 hedge funds and large institutions have $446M invested in iShares Core 60/40 Balanced Allocation ETF in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+1
Holders Change %
+0.59%
% of All Funds
3.69%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.15%
New
23
Increased
56
Reduced
60
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
101
Fidelity Investments
Massachusetts
$354K +$193K +4,309 +119%
CPO
102
Cerity Partners OCIO
New York
$325K +$38.3K +859 +13%
BOPW
103
Brandywine Oak Private Wealth
Pennsylvania
$322K +$156K +3,506 +94%
PAM
104
Peak Asset Management
Colorado
$315K -$47.1K -1,052 -13%
VHAM
105
Van Hulzen Asset Management
California
$314K +$447 +10 +0.1%
HighTower Advisors
106
HighTower Advisors
Illinois
$262K +$14.8K +331 +6%
ATPW
107
Ashton Thomas Private Wealth
Arizona
$257K +$257K +5,760 New
CCM
108
Canal Capital Management
Virginia
$252K +$23.8K +533 +10%
GWMIA
109
Global Wealth Management Investment Advisory
Florida
$250K -$80.7K -1,808 -24%
TA
110
Tiedemann Advisors
New York
$236K
OAM
111
Occidental Asset Management
California
$234K -$6.48K -145 -3%
CWM
112
Chesapeake Wealth Management
Virginia
$228K -$48.5K -1,085 -18%
BCA
113
Bay Colony Advisors
Massachusetts
$223K +$4.77K +107 +2%
PA
114
PFG Advisors
Arizona
$222K -$31K -683 -12%
RIA
115
Realta Investment Advisors
Delaware
$220K +$220K +4,935 New
DT
116
Diversified Trust
Tennessee
$215K -$30.6K -684 -12%
BSWM
117
Boston Standard Wealth Management
Massachusetts
$215K +$215K +4,785 New
MFGP
118
Marshall Financial Group (Pennsylvania)
Pennsylvania
$210K -$37.1K -832 -15%
WAG
119
Winthrop Advisory Group
Massachusetts
$203K +$203K +4,522 New
RA
120
Rational Advisors
New York
$198K +$80K +1,791 +68%
GWM
121
Geneos Wealth Management
Colorado
$194K +$57.3K +1,285 +42%
JWA
122
JFS Wealth Advisors
Pennsylvania
$186K +$1.43K +32 +0.8%
IF
123
Ironwood Financial
Arizona
$177K
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
$176K -$5.18M -115,634 -97%
CFA
125
Camarda Financial Advisors
Florida
$176K -$5.28K -118 -3%