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iShares Core 60/40 Balanced Allocation ETF

171 hedge funds and large institutions have $456M invested in iShares Core 60/40 Balanced Allocation ETF in 2019 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 66 increasing their positions, 56 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+1
Holders Change %
+0.59%
% of All Funds
3.72%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
19
Increased
66
Reduced
56
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FDCDDQ
151
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.2K
GRP
152
Global Retirement Partners
California
$13K
CCM
153
Cribstone Capital Management
Maine
$12K -$1.39K -30 -10%
AIP
154
Ameritas Investment Partners
Nebraska
$12K -$1.25K -29 -9%
MA
155
MCF Advisors
Kentucky
$12K
SPIA
156
Steward Partners Investment Advisory
New York
$12K +$12K +280 New
LWM
157
Liberty Wealth Management
California
$10K
DWM
158
Doyle Wealth Management
Florida
$10K +$10K +213 New
LF
159
Lee Financial
Texas
$8K
WEC
160
Winslow Evans & Crocker
Massachusetts
$8K
FWM
161
Focused Wealth Management
New York
$6K +$43 +1 +0.7%
BCI
162
Brinker Capital Investments
Pennsylvania
$6K +$1.02K +23 +20%
CIAS
163
Capital Investment Advisory Services
North Carolina
$5K -$6.79K -152 -58%
VNA
164
Valley National Advisers
Pennsylvania
$5K
BBA
165
Braun-Bostich & Associates
Pennsylvania
$5K +$5K +110 New
TFO
166
Tarbox Family Office
California
$4K -$86.4K -1,663 -96%
NC
167
NewSquare Capital
Pennsylvania
$4K +$4K +81 New
FPS
168
Fieldpoint Private Securities
Connecticut
$3K
WA
169
WestEnd Advisors
North Carolina
$2.39K +$2.39K +52 New
WAP
170
Wealthcare Advisory Partners
Pennsylvania
$2K
BFG
171
Barber Financial Group
Kansas
-$8.93M -199,815 Closed
SF
172
Summit Financial
New Jersey
-$2.11M -47,173 Closed
GFPC
173
Global Financial Private Capital
Florida
-$1.74M -38,901 Closed
CAN
174
Cetera Advisor Networks
California
-$1.65M -36,850 Closed
SS
175
Simplicity Solutions
Minnesota
-$699K -15,646 Closed