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iShares Core 60/40 Balanced Allocation ETF

171 hedge funds and large institutions have $456M invested in iShares Core 60/40 Balanced Allocation ETF in 2019 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 66 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+1
Holders Change %
+0.59%
% of All Funds
3.72%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
19
Increased
66
Reduced
56
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFG
126
CKW Financial Group
Hawaii
$150K +$2.25K +49 +2%
PCG
127
Private Capital Group
Connecticut
$131K +$6.51K +147 +5%
GWMIA
128
Global Wealth Management Investment Advisory
Florida
$129K -$129K -2,802 -50%
AAP
129
Arax Advisory Partners
Colorado
$110K +$110K +2,384 New
FHA
130
Flagship Harbor Advisors
Massachusetts
$83K
BNP Paribas Financial Markets
131
BNP Paribas Financial Markets
France
$77.3K +$7.96K +173 +11%
CFD
132
Creative Financial Designs
Indiana
$77K -$15.3K -337 -17%
CAL
133
Capital Analysts LLC
Pennsylvania
$57K +$12.2K +265 +27%
LFG
134
LifePlan Financial Group
Ohio
$55K +$1.25K +27 +2%
CFA
135
Carroll Financial Associates
North Carolina
$54K
Citigroup
136
Citigroup
New York
$53K +$46 +1 +0.1%
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$51K
RFWA
138
RPg Family Wealth Advisory
Massachusetts
$46.3K
AWM
139
AllSquare Wealth Management
New York
$42K +$9.88K +215 +31%
OC
140
Oakworth Capital
Alabama
$39K
TFGT
141
TS Financial Group (TSFG)
Illinois
$36K
BWP
142
Baldwin Wealth Partners
Massachusetts
$36K
MWM
143
Mascoma Wealth Management
New Hampshire
$35K
RCAG
144
Rehmann Capital Advisory Group
Michigan
$30.3K +$92 +2 +0.3%
GSWM
145
Golden State Wealth Management
California
$30K -$39.8K -867 -57%
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$30K
1IA
147
1834 Investment Advisors
Wisconsin
$23K
LPWM
148
Lake Point Wealth Management
Texas
$22K
SC
149
SouthState Corp
Florida
$18K +$18K +390 New
FCMT
150
Founders Capital Management (Texas)
Texas
$16K