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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 %
DAS
151
Dynamic Advisor Solutions
Arizona
$203K -$328K -6,861 -62%
NCM
152
Narwhal Capital Management
Georgia
$201K +$201K +4,200 New
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$197K -$2.96K -62 -1%
JWA
154
JFS Wealth Advisors
Pennsylvania
$190K +$2.39K +50 +1%
IF
155
Ironwood Financial
Arizona
$189K
JAWM
156
J. Arnold Wealth Management
Ohio
$178K +$178K +3,719 New
NFG
157
Next Financial Group
Texas
$176K -$5.31K -111 -3%
CFG
158
CKW Financial Group
Hawaii
$155K -$4.77K -100 -3%
GWMIA
159
Global Wealth Management Investment Advisory
Florida
$123K +$7.46K +156 +6%
PCG
160
Private Capital Group
Connecticut
$120K +$1.29K +27 +1%
GFPC
161
Global Financial Private Capital
Florida
$101K +$101K +2,107 New
PWP
162
Personal Wealth Partners
Minnesota
$93K -$34.3K -716 -27%
PNC Financial Services Group
163
PNC Financial Services Group
Pennsylvania
$92K -$49.6K -1,036 -35%
FHA
164
Flagship Harbor Advisors
Massachusetts
$87K
CAL
165
Capital Analysts LLC
Pennsylvania
$78K +$11.1K +232 +17%
SFS
166
Sowell Financial Services
Arkansas
$77K +$48 +1 +0.1%
TFO
167
Tarbox Family Office
California
$67K +$58.5K +1,230 +691%
TI
168
tru Independence
Oregon
$67K +$67K +1,612 New
PAI
169
Pittenger & Anderson Inc
Nebraska
$64K +$64K +1,331 New
AIC
170
Ameritas Investment Company
Nebraska
$60K -$15.6K -325 -21%
LFG
171
LifePlan Financial Group
Ohio
$57K
Citigroup
172
Citigroup
New York
$57K
RG
173
Retirement Group
California
$53K +$53K +1,100 New
SWM
174
Sugarloaf Wealth Management
Georgia
$52K +$52K +1,088 New
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
$51K