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iShares Core 60/40 Balanced Allocation ETF

171 hedge funds and large institutions have $456M invested in iShares Core 60/40 Balanced Allocation ETF in 2019 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 66 increasing their positions, 56 reducing their positions, and 16 closing their positions.

Holders
171
Holders Change
+1
Holders Change %
+0.59%
% of All Funds
3.72%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
19
Increased
66
Reduced
56
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
101
US Bancorp
Minnesota
$319K -$149K -3,246 -32%
DC
102
Davenport & Co
Virginia
$311K +$311K +6,748 New
PA
103
PFG Advisors
Arizona
$306K +$80.9K +1,755 +36%
ATPW
104
Ashton Thomas Private Wealth
Arizona
$302K +$36.5K +794 +14%
CCM
105
Canal Capital Management
Virginia
$292K +$32.5K +706 +13%
JCM
106
Jacobsen Capital Management
Utah
$288K +$288K +6,277 New
HighTower Advisors
107
HighTower Advisors
Illinois
$283K +$16.1K +354 +6%
BOPW
108
Brandywine Oak Private Wealth
Pennsylvania
$269K -$62.3K -1,359 -19%
PAM
109
Peak Asset Management
Colorado
$254K -$70.2K -1,523 -22%
AC
110
Alexandria Capital
Virginia
$251K +$251K +5,460 New
CWM
111
Chesapeake Wealth Management
Virginia
$247K +$12.2K +265 +5%
TA
112
Tiedemann Advisors
New York
$243K
OAM
113
Occidental Asset Management
California
$242K +$1.24K +27 +0.5%
RIA
114
Realta Investment Advisors
Delaware
$239K +$13.3K +291 +6%
BCA
115
Bay Colony Advisors
Massachusetts
$231K +$874 +19 +0.4%
RA
116
Rational Advisors
New York
$230K +$25.8K +561 +13%
BSWM
117
Boston Standard Wealth Management
Massachusetts
$211K -$8.11K -177 -4%
WP
118
WealthPLAN Partners
Nebraska
$208K +$208K +4,591 New
GWM
119
Geneos Wealth Management
Colorado
$201K +$1.01K +22 +0.5%
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
$193K +$12K +260 +7%
TPWA
121
TRUE Private Wealth Advisors
Oregon
$193K +$193K +4,215 New
IF
122
Ironwood Financial
Arizona
$182K
JWA
123
JFS Wealth Advisors
Pennsylvania
$179K -$12.2K -264 -6%
NFG
124
Next Financial Group
Texas
$175K +$175K +3,792 New
CFA
125
Camarda Financial Advisors
Florida
$162K -$19.5K -422 -11%