AOR icon

iShares Core 60/40 Balanced Allocation ETF

137 hedge funds and large institutions have $356M invested in iShares Core 60/40 Balanced Allocation ETF in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+19
Holders Change %
+16.1%
% of All Funds
3.11%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
29
Increased
57
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FWM
126
Focused Wealth Management
New York
$6K +$46 +1 +0.8%
GBBWRPM
127
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$6K +$6K +110 New
BWL
128
Bogart Wealth LLC
Virginia
$5K
CPIG
129
Chicago Partners Investment Group
Illinois
$5K +$5K +105 New
FRA
130
Front Row Advisors
California
$4K +$4K +83 New
SWM
131
SeaCrest Wealth Management
New York
$4K +$4K +90 New
AF
132
Allworth Financial
California
$3K
AIP
133
Ameritas Investment Partners
Nebraska
$3K
BCI
134
Brinker Capital Investments
Pennsylvania
$2K +$229 +4 +13%
BFEC
135
Benjamin F. Edwards & Company
Missouri
$1K -$1.5K -45 -60%
PCG
136
Private Capital Group
Connecticut
$132 +$132 +2,857 New
RIA
137
Regal Investment Advisors
Michigan
-$3.97M -88,602 Closed
HH
138
Hilltop Holdings
Texas
-$2.02M -45,120 Closed
VWA
139
V Wealth Advisors
Kansas
-$1.2M -26,833 Closed
CM
140
Churchill Management
California
-$566K -12,629 Closed
NPC
141
National Planning Corporation
California
-$449K -10,020 Closed
SI
142
SII Investments
Wisconsin
-$336K -7,515 Closed
BIAS
143
Beacon Investment Advisory Services
New Jersey
-$328K -7,334 Closed
Koshinski Asset Management
144
Koshinski Asset Management
Illinois
-$204K -4,551 Closed
LC
145
Landaas & Company
Wisconsin
-$1K -31 Closed