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iShares Core 60/40 Balanced Allocation ETF

218 hedge funds and large institutions have $476M invested in iShares Core 60/40 Balanced Allocation ETF in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 71 increasing their positions, 55 reducing their positions, and 11 closing their positions.

Holders
218
Holders Change
+49
Holders Change %
+28.99%
% of All Funds
4.3%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
63
Increased
71
Reduced
55
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TFA
101
Tobias Financial Advisors
Florida
$442K +$442K +9,243 New
CFG
102
CMC Financial Group
Georgia
$432K +$432K +9,028 New
PA
103
PFG Advisors
Arizona
$423K -$22.9K -478 -5%
VHAM
104
Van Hulzen Asset Management
California
$421K +$421K +8,796 New
F
105
F3Logic
Minnesota
$407K +$407K +8,535 New
WP
106
WealthPLAN Partners
Nebraska
$406K +$181K +3,700 +80%
MWP
107
MYCIO Wealth Partners
Pennsylvania
$401K
CA
108
Calton & Associates
Florida
$399K +$399K +8,333 New
Baird Financial Group
109
Baird Financial Group
Wisconsin
$399K +$399K +8,342 New
SCM
110
Stonehearth Capital Management
Massachusetts
$397K -$8.42K -176 -2%
MML Investors Services
111
MML Investors Services
Massachusetts
$397K +$397K +8,301 New
MPPLM
112
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$394K -$33.5K -700 -8%
TF
113
TimeScale Financial
Massachusetts
$391K +$10.3K +216 +3%
CCM
114
Canal Capital Management
Virginia
$388K +$177K +3,699 +84%
AC
115
Alexandria Capital
Virginia
$384K +$119K +2,491 +45%
PPP
116
Private Portfolio Partners
New Jersey
$373K +$1.44K +30 +0.4%
DC
117
Davenport & Co
Virginia
$371K +$47.9K +1,000 +15%
Mercer Global Advisors
118
Mercer Global Advisors
Colorado
$370K +$370K +7,724 New
LW
119
Linscomb Wealth
Texas
$369K +$369K +7,710 New
Fidelity Investments
120
Fidelity Investments
Massachusetts
$355K
CPO
121
Cerity Partners OCIO
New York
$349K -$3.19K -66 -0.9%
US Bancorp
122
US Bancorp
Minnesota
$332K
BFA
123
Beacon Financial Advisory
Ohio
$326K +$326K +6,825 New
CFA
124
Carroll Financial Associates
North Carolina
$325K +$321K +6,705 +7,210%
BHWM
125
Bay Harbor Wealth Management
Maryland
$322K -$89.8K -1,879 -22%