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iShares Core 60/40 Balanced Allocation ETF

200 hedge funds and large institutions have $417M invested in iShares Core 60/40 Balanced Allocation ETF in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 51 increasing their positions, 80 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
-18
Holders Change %
-8.26%
% of All Funds
4.42%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
27
Increased
51
Reduced
80
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AC
101
Alexandria Capital
Virginia
$339K +$6.71K +162 +2%
PPP
102
Private Portfolio Partners
New Jersey
$322K
SS
103
Simplicity Solutions
Minnesota
$319K -$886K -21,381 -74%
LW
104
Linscomb Wealth
Texas
$319K -$83 -2 -0%
Fidelity Investments
105
Fidelity Investments
Massachusetts
$307K
WWM
106
Western Wealth Management
Colorado
$303K -$1.13M -27,291 -79%
CFG
107
CMC Financial Group
Georgia
$302K -$72.2K -1,741 -19%
HA
108
HC Advisors
Georgia
$302K +$302K +7,287 New
JPMorgan Chase & Co
109
JPMorgan Chase & Co
New York
$301K +$301K +7,281 New
MPPLM
110
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$300K -$41.1K -993 -12%
F
111
F3Logic
Minnesota
$291K -$61.1K -1,481 -17%
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$284K +$284K +6,968 New
BFA
113
Beacon Financial Advisory
Ohio
$282K
DC
114
Davenport & Co
Virginia
$279K -$41.3K -1,000 -13%
BSWM
115
Boston Standard Wealth Management
Massachusetts
$273K +$37.8K +933 +16%
IA
116
IFG Advisory
Georgia
$267K +$267K +6,476 New
VHAM
117
Van Hulzen Asset Management
California
$266K -$97.4K -2,357 -27%
HighTower Advisors
118
HighTower Advisors
Illinois
$253K -$15.1K -362 -6%
TA
119
Tiedemann Advisors
New York
$246K
MFGP
120
Marshall Financial Group (Pennsylvania)
Pennsylvania
$240K +$52.4K +1,265 +28%
OAM
121
Occidental Asset Management
California
$236K -$9.43K -228 -4%
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
$222K -$30.9K -748 -12%
IWM
123
IHT Wealth Management
Illinois
$218K -$6.46K -156 -3%
HIA
124
Harbor Investment Advisory
Maryland
$216K +$6.9K +167 +3%
CA
125
Cetera Advisors
Colorado
$212K -$2.23K -54 -1%