AOR icon

iShares Core 60/40 Balanced Allocation ETF

200 hedge funds and large institutions have $417M invested in iShares Core 60/40 Balanced Allocation ETF in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 51 increasing their positions, 80 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
-18
Holders Change %
-8.26%
% of All Funds
4.42%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
27
Increased
51
Reduced
80
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TF
126
TimeScale Financial
Massachusetts
$210K -$128K -3,096 -38%
RIL
127
Rothschild Investment LLC
Illinois
$207K +$207K +5,000 New
BOPW
128
Brandywine Oak Private Wealth
Pennsylvania
$205K -$39.1K -958 -16%
KFA
129
Kays Financial Advisory
Georgia
$205K +$205K +4,962 New
CWC
130
Carolinas Wealth Consulting
North Carolina
$182K +$182K +4,381 New
JFA
131
JNBA Financial Advisors
Minnesota
$180K -$798K -19,227 -82%
PA
132
Parallel Advisors
California
$178K -$311K -7,512 -64%
Fifth Third Bancorp
133
Fifth Third Bancorp
Ohio
$176K +$5.18K +125 +3%
IF
134
Ironwood Financial
Arizona
$164K
JWA
135
JFS Wealth Advisors
Pennsylvania
$163K -$1.74K -42 -1%
CFG
136
CKW Financial Group
Hawaii
$148K +$16.9K +420 +13%
BHWM
137
Bay Harbor Wealth Management
Maryland
$127K -$152K -3,671 -54%
GWMIA
138
Global Wealth Management Investment Advisory
Florida
$123K +$16.9K +410 +16%
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$122K +$41.7K +1,000 +52%
SFS
140
Sowell Financial Services
Arkansas
$93K +$26.7K +646 +40%
PCG
141
Private Capital Group
Connecticut
$92K -$12.4K -300 -12%
SF
142
Synovus Financial
Georgia
$89K +$89K +2,146 New
AAP
143
Arax Advisory Partners
Colorado
$88K -$117K -2,829 -57%
NFG
144
Next Financial Group
Texas
$86K -$66.3K -1,603 -44%
GFPC
145
Global Financial Private Capital
Florida
$86K -$1.62K -39 -2%
TFO
146
Tarbox Family Office
California
$81K +$22.5K +543 +39%
AA
147
Advisory Alpha
Michigan
$73.4K -$758K -17,619 -91%
CAL
148
Capital Analysts LLC
Pennsylvania
$58K -$9.69K -233 -14%
AIC
149
Ameritas Investment Company
Nebraska
$52K
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$51K