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iShares Core 60/40 Balanced Allocation ETF

148 hedge funds and large institutions have $300M invested in iShares Core 60/40 Balanced Allocation ETF in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
+11
Holders Change %
+8.03%
% of All Funds
3.4%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
24
Increased
60
Reduced
35
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FCMT
126
Founders Capital Management (Texas)
Texas
$15K
FDCDDQ
127
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.7K
AIP
128
Ameritas Investment Partners
Nebraska
$13K
RFWA
129
RPg Family Wealth Advisory
Massachusetts
$12.3K
GRP
130
Global Retirement Partners
California
$12K
LFG
131
LifePlan Financial Group
Ohio
$12K +$12K +279 New
PFGIA
132
Patriot Financial Group Insurance Agency
Massachusetts
$10K
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$9K -$49.9K -1,108 -85%
LF
134
Lee Financial
Texas
$7K
FWM
135
Focused Wealth Management
New York
$6K +$178 +4 +3%
CPIG
136
Chicago Partners Investment Group
Illinois
$5K
GBBWRPM
137
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$5K
SWM
138
SeaCrest Wealth Management
New York
$4K
FRA
139
Front Row Advisors
California
$4K
KC
140
KHP Capital
Oklahoma
$4K +$4K +93 New
AF
141
Allworth Financial
California
$3K
CPA
142
Clear Perspective Advisors
Illinois
$3K +$3K +70 New
TFO
143
Tarbox Family Office
California
$3K +$3K +77 New
BCI
144
Brinker Capital Investments
Pennsylvania
$2K +$654 +17 +49%
RWP
145
RWA Wealth Partners
Massachusetts
$2K +$2K +53 New
BFEC
146
Benjamin F. Edwards & Company
Missouri
$1K
VF
147
Virtu Financial
New York
-$1.62M -35,984 Closed
Citadel Advisors
148
Citadel Advisors
Florida
-$1.4M -31,138 Closed
JCM
149
Janney Capital Management
Pennsylvania
-$770K -17,147 Closed
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
-$454K -10,110 Closed