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iShares Core 60/40 Balanced Allocation ETF

169 hedge funds and large institutions have $588M invested in iShares Core 60/40 Balanced Allocation ETF in 2018 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 60 increasing their positions, 41 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
+13
Holders Change %
+8.33%
% of All Funds
3.77%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
44
Increased
60
Reduced
41
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
151
Cribstone Capital Management
Maine
$12K
RFWA
152
RPg Family Wealth Advisory
Massachusetts
$11.4K
GRP
153
Global Retirement Partners
California
$11K
CIAS
154
Capital Investment Advisory Services
North Carolina
$11K +$11K +264 New
MA
155
MCF Advisors
Kentucky
$11K +$11K +271 New
DWM
156
Doyle Wealth Management
Florida
$9K +$9K +213 New
LWM
157
Liberty Wealth Management
California
$9K +$9K +220 New
WEC
158
Winslow Evans & Crocker
Massachusetts
$8K -$24.1K -500 -75%
LF
159
Lee Financial
Texas
$7K
FWM
160
Focused Wealth Management
New York
$6K +$44 +1 +0.7%
SWM
161
SeaCrest Wealth Management
New York
$4K
BCI
162
Brinker Capital Investments
Pennsylvania
$4K +$660 +17 +20%
VNA
163
Valley National Advisers
Pennsylvania
$4K +$4K +100 New
FPS
164
Fieldpoint Private Securities
Connecticut
$3K +$3K +63 New
WAP
165
Wealthcare Advisory Partners
Pennsylvania
$1K -$12.6K -417 -93%
AF
166
Allworth Financial
California
$1K
BCWM
167
Bartlett & Co Wealth Management
Ohio
$83
Jane Street
168
Jane Street
New York
-$4.48M -99,285 Closed
JWM
169
Jackson Wealth Management
Florida
-$2.16M -47,896 Closed
Susquehanna International Group
170
Susquehanna International Group
Pennsylvania
-$1.82M -40,329 Closed
FAIM
171
Financial Advocates Investment Management
Washington
-$1.56M -34,563 Closed
Goldman Sachs
172
Goldman Sachs
New York
-$1.56M -34,563 Closed
Citadel Advisors
173
Citadel Advisors
Florida
-$1.39M -30,886 Closed
TSS
174
Two Sigma Securities
New York
-$472K -10,462 Closed
VA
175
Valmark Advisers
Ohio
-$283K -6,265 Closed