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iShares Core 60/40 Balanced Allocation ETF

169 hedge funds and large institutions have $438M invested in iShares Core 60/40 Balanced Allocation ETF in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 71 increasing their positions, 58 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
-2
Holders Change %
-1.17%
% of All Funds
3.71%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
14
Increased
71
Reduced
58
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAP
126
Arax Advisory Partners
Colorado
$163K +$53.3K +1,158 +49%
CFG
127
CKW Financial Group
Hawaii
$153K +$3.57K +78 +2%
FAAS
128
First Allied Advisory Services
California
$146K +$146K +3,191 New
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$136K +$106K +2,299 +348%
BNP Paribas Financial Markets
130
BNP Paribas Financial Markets
France
$135K +$57.3K +1,245 +74%
PWP
131
Personal Wealth Partners
Minnesota
$123K +$123K +2,660 New
PCG
132
Private Capital Group
Connecticut
$115K -$21.6K -468 -16%
GWMIA
133
Global Wealth Management Investment Advisory
Florida
$111K -$17.7K -385 -14%
FHA
134
Flagship Harbor Advisors
Massachusetts
$84K
CFD
135
Creative Financial Designs
Indiana
$77K +$272 +6 +0.4%
SFS
136
Sowell Financial Services
Arkansas
$74K +$74K +1,605 New
AIC
137
Ameritas Investment Company
Nebraska
$73K +$73K +1,575 New
CAL
138
Capital Analysts LLC
Pennsylvania
$64K +$6.97K +152 +12%
LFG
139
LifePlan Financial Group
Ohio
$55K
Citigroup
140
Citigroup
New York
$55K +$1.94K +42 +4%
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$51K
IA
142
IFP Advisors
Florida
$50K +$50K +1,114 New
TFGT
143
TS Financial Group (TSFG)
Illinois
$48K +$12.1K +265 +34%
RFWA
144
RPg Family Wealth Advisory
Massachusetts
$46.3K
AWM
145
AllSquare Wealth Management
New York
$43K +$785 +17 +2%
OC
146
Oakworth Capital
Alabama
$39K
GSWM
147
Golden State Wealth Management
California
$30K
SPIA
148
Steward Partners Investment Advisory
New York
$28K +$15.2K +334 +119%
WA
149
WestEnd Advisors
North Carolina
$18.6K +$16.2K +351 +675%
SC
150
SouthState Corp
Florida
$18K