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iShares Core 60/40 Balanced Allocation ETF

170 hedge funds and large institutions have $446M invested in iShares Core 60/40 Balanced Allocation ETF in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
+1
Holders Change %
+0.59%
% of All Funds
3.69%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.15%
New
23
Increased
56
Reduced
60
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AIC
151
Ameritas Investment Company
Nebraska
$22K +$22K +497 New
FCMT
152
Founders Capital Management (Texas)
Texas
$15K
FDCDDQ
153
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.8K
AIP
154
Ameritas Investment Partners
Nebraska
$13K
CCM
155
Cribstone Capital Management
Maine
$13K
MA
156
MCF Advisors
Kentucky
$12K
CIAS
157
Capital Investment Advisory Services
North Carolina
$12K
GRP
158
Global Retirement Partners
California
$12K
LWM
159
Liberty Wealth Management
California
$9K
WEC
160
Winslow Evans & Crocker
Massachusetts
$8K
LF
161
Lee Financial
Texas
$7K
FWM
162
Focused Wealth Management
New York
$6K +$43 +1 +0.7%
BCI
163
Brinker Capital Investments
Pennsylvania
$5K +$442 +10 +10%
VNA
164
Valley National Advisers
Pennsylvania
$4K
SWM
165
SeaCrest Wealth Management
New York
$4K
FPS
166
Fieldpoint Private Securities
Connecticut
$3K
APA
167
American Portfolios Advisors
New York
$1.92K +$1.92K +43 New
AF
168
Allworth Financial
California
$1K
WAP
169
Wealthcare Advisory Partners
Pennsylvania
$1K
RIA
170
Regal Investment Advisors
Michigan
-$5.04M -122,060 Closed
M&T Bank
171
M&T Bank
New York
-$2.59M -62,711 Closed
WA
172
WestEnd Advisors
North Carolina
-$2.55M -61,811 Closed
VWM
173
Venturi Wealth Management
Texas
-$1.62M -39,538 Closed
JCM
174
Janney Capital Management
Pennsylvania
-$1.26M -30,453 Closed
SFWC
175
Strategic Family Wealth Counselors
New Jersey
-$553K -13,393 Closed