AOR icon

iShares Core 60/40 Balanced Allocation ETF

218 hedge funds and large institutions have $476M invested in iShares Core 60/40 Balanced Allocation ETF in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 71 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
Holders Change
+49
Holders Change %
+28.99%
% of All Funds
4.3%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
63
Increased
71
Reduced
55
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FAM
126
Formidable Asset Management
Ohio
$314K +$314K +6,518 New
HighTower Advisors
127
HighTower Advisors
Illinois
$306K +$8.9K +187 +3%
Susquehanna International Group
128
Susquehanna International Group
Pennsylvania
$293K +$293K +6,122 New
BOPW
129
Brandywine Oak Private Wealth
Pennsylvania
$286K -$202K -4,222 -41%
TA
130
Tiedemann Advisors
New York
$285K
OAM
131
Occidental Asset Management
California
$284K +$2.87K +60 +1%
BSWM
132
Boston Standard Wealth Management
Massachusetts
$278K +$8.81K +184 +3%
CIA
133
Compass Ion Advisors
Pennsylvania
$266K +$266K +5,553 New
IAA
134
Independent Advisor Alliance
North Carolina
$261K +$261K +5,464 New
IWM
135
IHT Wealth Management
Illinois
$259K +$259K +5,422 New
JCM
136
Jacobsen Capital Management
Utah
$252K -$50.6K -1,060 -17%
JWCA
137
J.W. Cole Advisors
Florida
$251K +$251K +5,244 New
CA
138
Cetera Advisors
Colorado
$248K -$312K -6,518 -56%
HIA
139
Harbor Investment Advisory
Maryland
$242K +$242K +5,063 New
AAP
140
Arax Advisory Partners
Colorado
$237K +$67.5K +1,410 +40%
BNP Paribas Financial Markets
141
BNP Paribas Financial Markets
France
$227K +$87.5K +1,828 +62%
TPWA
142
TRUE Private Wealth Advisors
Oregon
$226K -$24.2K -508 -10%
NEWAS
143
N.E.W. Advisory Services
Wisconsin
$226K +$226K +4,739 New
RIA
144
Realta Investment Advisors
Delaware
$218K -$6.18K -130 -3%
MFGP
145
Marshall Financial Group (Pennsylvania)
Pennsylvania
$217K +$217K +4,532 New
GWCM
146
Godshalk Welsh Capital Management
Pennsylvania
$215K +$215K +4,502 New
OIA
147
OneDigital Investment Advisors
Kansas
$214K +$1.29K +27 +0.6%
PFA
148
Professional Financial Advisors
Nebraska
$213K +$213K +4,453 New
NP
149
NorthRock Partners
Minnesota
$208K +$208K +4,348 New
UCFA
150
United Capital Financial Advisors
Texas
$206K -$3.73K -78 -2%