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iShares Core 60/40 Balanced Allocation ETF

169 hedge funds and large institutions have $438M invested in iShares Core 60/40 Balanced Allocation ETF in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 71 increasing their positions, 58 reducing their positions, and 15 closing their positions.

Holders
169
Holders Change
-2
Holders Change %
-1.17%
% of All Funds
3.71%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
14
Increased
71
Reduced
58
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VAS
101
Vestmark Advisory Solutions
Massachusetts
$312K +$312K +6,776 New
DC
102
Davenport & Co
Virginia
$311K
ATPW
103
Ashton Thomas Private Wealth
Arizona
$300K -$1.57K -34 -0.5%
JCM
104
Jacobsen Capital Management
Utah
$291K +$2.66K +58 +0.9%
HighTower Advisors
105
HighTower Advisors
Illinois
$285K +$1.05K +23 +0.4%
TA
106
Tiedemann Advisors
New York
$274K +$30.7K +665 +13%
OAM
107
Occidental Asset Management
California
$271K +$28.1K +610 +12%
BSWM
108
Boston Standard Wealth Management
Massachusetts
$259K +$46.8K +1,017 +22%
AC
109
Alexandria Capital
Virginia
$255K +$3.27K +71 +1%
Renaissance Technologies
110
Renaissance Technologies
New York
$252K -$217K -4,700 -46%
Stifel Financial
111
Stifel Financial
Missouri
$244K -$130K -2,816 -35%
TPWA
112
TRUE Private Wealth Advisors
Oregon
$241K +$47.3K +1,028 +24%
CWM
113
Chesapeake Wealth Management
Virginia
$227K -$19.8K -430 -8%
SS
114
Simplicity Solutions
Minnesota
$227K +$227K +4,921 New
RIA
115
Realta Investment Advisors
Delaware
$217K -$23.5K -511 -10%
WP
116
WealthPLAN Partners
Nebraska
$216K +$984 +21 +0.5%
OIA
117
OneDigital Investment Advisors
Kansas
$205K +$205K +4,455 New
BCA
118
Bay Colony Advisors
Massachusetts
$204K -$26.8K -584 -12%
CCM
119
Canal Capital Management
Virginia
$203K -$89.7K -1,945 -31%
UCFA
120
United Capital Financial Advisors
Texas
$202K +$202K +4,386 New
GWM
121
Geneos Wealth Management
Colorado
$200K -$689 -15 -0.3%
Fifth Third Bancorp
122
Fifth Third Bancorp
Ohio
$193K
IF
123
Ironwood Financial
Arizona
$182K -$92 -2 -0.1%
JWA
124
JFS Wealth Advisors
Pennsylvania
$181K +$1.66K +36 +0.9%
NFG
125
Next Financial Group
Texas
$175K