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iShares Core 60/40 Balanced Allocation ETF

169 hedge funds and large institutions have $588M invested in iShares Core 60/40 Balanced Allocation ETF in 2018 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 60 increasing their positions, 41 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+13
Holders Change %
+8.33%
% of All Funds
3.77%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
44
Increased
60
Reduced
41
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFG
126
CKW Financial Group
Hawaii
$123K -$41.1K -994 -25%
PCG
127
Private Capital Group
Connecticut
$122K -$872 -21 -0.7%
RA
128
Rational Advisors
New York
$109K -$141K -3,420 -56%
AIA
129
Alera Investment Advisors
Illinois
$78K +$78K +1,884 New
WDL
130
Well Done LLC
Michigan
$77K -$230K -5,615 -75%
CC
131
Claybrook Capital
Massachusetts
$77K +$77K +1,876 New
FHA
132
Flagship Harbor Advisors
Massachusetts
$75K +$60.6K +1,475 +421%
TFO
133
Tarbox Family Office
California
$72K
MWA
134
Meridian Wealth Advisors
Texas
$61K +$61K +1,473 New
CFA
135
Carroll Financial Associates
North Carolina
$49K +$3.52K +85 +8%
LFG
136
LifePlan Financial Group
Ohio
$48K +$36.5K +882 +316%
BNP Paribas Financial Markets
137
BNP Paribas Financial Markets
France
$44.7K -$49.5K -1,199 -53%
AAP
138
Arax Advisory Partners
Colorado
$39K +$10K +245 +34%
OC
139
Oakworth Capital
Alabama
$35K
LPWM
140
Lake Point Wealth Management
Texas
$32K +$32K +764 New
BWP
141
Baldwin Wealth Partners
Massachusetts
$32K +$32K +781 New
MWM
142
Mascoma Wealth Management
New Hampshire
$31K +$26.1K +632 +527%
RPG
143
Risk Paradigm Group
Texas
$30.2K
PG
144
Patten Group
Tennessee
$29K -$7.61K -183 -21%
AWM
145
AllSquare Wealth Management
New York
$29K +$373 +9 +1%
1IA
146
1834 Investment Advisors
Wisconsin
$21K
SC
147
SouthState Corp
Florida
$16K +$16K +390 New
FCMT
148
Founders Capital Management (Texas)
Texas
$14K
FDCDDQ
149
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.6K
AIP
150
Ameritas Investment Partners
Nebraska
$12K