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iShares Core 60/40 Balanced Allocation ETF

156 hedge funds and large institutions have $317M invested in iShares Core 60/40 Balanced Allocation ETF in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 73 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
+8
Holders Change %
+5.41%
% of All Funds
3.58%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
21
Increased
73
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BRC
126
Bell Rock Capital
Delaware
$31K +$11.1K +250 +56%
WEC
127
Winslow Evans & Crocker
Massachusetts
$30K
RCAG
128
Rehmann Capital Advisory Group
Michigan
$29.6K +$8.38K +189 +40%
SWPG
129
Strategic Wealth Partners Group
Illinois
$27.7K +$1.6K +35,969 +6%
1IA
130
1834 Investment Advisors
Wisconsin
$23K
SFM
131
Signet Financial Management
New Jersey
$22K
KC
132
KHP Capital
Oklahoma
$20K +$15.9K +357 +384%
CPIG
133
Chicago Partners Investment Group
Illinois
$19K +$14.3K +319 +304%
FCMT
134
Founders Capital Management (Texas)
Texas
$15K
KJWM
135
Kiley Juergens Wealth Management
Washington
$15K +$15K +341 New
FHA
136
Flagship Harbor Advisors
Massachusetts
$15K +$15K +350 New
FDCDDQ
137
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.6K
CCM
138
Cribstone Capital Management
Maine
$13K -$15.3K -342 -54%
AIP
139
Ameritas Investment Partners
Nebraska
$13K
RFWA
140
RPg Family Wealth Advisory
Massachusetts
$12.2K
LFG
141
LifePlan Financial Group
Ohio
$12K
GRP
142
Global Retirement Partners
California
$12K
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$9K
LF
144
Lee Financial
Texas
$7K
FWM
145
Focused Wealth Management
New York
$6K
MWM
146
Mascoma Wealth Management
New Hampshire
$5K +$5K +120 New
SWM
147
SeaCrest Wealth Management
New York
$4K
MCM
148
Mainstay Capital Management
Michigan
$4K +$4K +90 New
AF
149
Allworth Financial
California
$3K
TFO
150
Tarbox Family Office
California
$3K