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iShares Core 60/40 Balanced Allocation ETF

170 hedge funds and large institutions have $446M invested in iShares Core 60/40 Balanced Allocation ETF in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+1
Holders Change %
+0.59%
% of All Funds
3.69%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.15%
New
23
Increased
56
Reduced
60
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFG
126
CKW Financial Group
Hawaii
$144K +$11.1K +249 +8%
PCG
127
Private Capital Group
Connecticut
$126K -$5.74K -128 -4%
CFD
128
Creative Financial Designs
Indiana
$91K -$60.2K -1,343 -40%
FHA
129
Flagship Harbor Advisors
Massachusetts
$81K
AIA
130
Alera Investment Advisors
Illinois
$80K -$4.34K -97 -5%
TFO
131
Tarbox Family Office
California
$78K
GSWM
132
Golden State Wealth Management
California
$68K +$68K +1,520 New
BNP Paribas Financial Markets
133
BNP Paribas Financial Markets
France
$67.4K +$19K +424 +39%
IA
134
IFP Advisors
Florida
$66K -$481K -11,142 -88%
CFA
135
Carroll Financial Associates
North Carolina
$53K +$134 +3 +0.3%
LFG
136
LifePlan Financial Group
Ohio
$52K
Citigroup
137
Citigroup
New York
$51K -$901K -20,330 -95%
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$51K -$748K -13,326 -94%
RCG
139
Ruggie Capital Group
Florida
$48K -$594K -13,249 -93%
RFWA
140
RPg Family Wealth Advisory
Massachusetts
$45K +$32.7K +731 +266%
CAL
141
Capital Analysts LLC
Pennsylvania
$43K +$43K +978 New
OC
142
Oakworth Capital
Alabama
$38K
BWP
143
Baldwin Wealth Partners
Massachusetts
$35K
TFGT
144
TS Financial Group (TSFG)
Illinois
$35K +$35K +784 New
MWM
145
Mascoma Wealth Management
New Hampshire
$34K
AWM
146
AllSquare Wealth Management
New York
$31K
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$30K +$30K +660 New
RCAG
148
Rehmann Capital Advisory Group
Michigan
$29.3K +$29.3K +655 New
1IA
149
1834 Investment Advisors
Wisconsin
$23K
LPWM
150
Lake Point Wealth Management
Texas
$22K -$13.4K -289 -38%