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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 %
OPS
151
Orion Portfolio Solutions
Nebraska
$51K +$51K +1,238 New
Citigroup
152
Citigroup
New York
$49K
LFG
153
LifePlan Financial Group
Ohio
$49K
FDCDDQ
154
Federation des caisses Desjardins du Quebec
Quebec, Canada
$48K +$34.4K +831 +252%
FHA
155
Flagship Harbor Advisors
Massachusetts
$45K -$30.3K -735 -40%
SWM
156
Sugarloaf Wealth Management
Georgia
$45K
AF
157
Affiance Financial
Minnesota
$42K +$33.1K +803 +373%
AWM
158
AllSquare Wealth Management
New York
$39K
FCA
159
FinTrust Capital Advisors
South Carolina
$36K -$860K -20,816 -96%
TFGT
160
TS Financial Group (TSFG)
Illinois
$36K
OC
161
Oakworth Capital
Alabama
$35K
SBL
162
Sargent Bickham Lagudis
Colorado
$35K +$35K +844 New
RCM
163
Rain Capital Management
Oregon
$32K +$25.6K +615 +399%
MWM
164
MBE Wealth Management
Wisconsin
$32K +$32K +785 New
RFWA
165
RPg Family Wealth Advisory
Massachusetts
$30.2K -$11.4K -275 -27%
DAM
166
Delta Asset Management
Tennessee
$29K
CAAS
167
Capital Asset Advisory Services
Michigan
$27K
ADL
168
Asset Dedication LLC
California
$27K +$27K +650 New
HNB
169
Huntington National Bank
Ohio
$26K
AIC
170
Archer Investment Corporation
Indiana
$26K
EWM
171
EPG Wealth Management
Georgia
$25K -$12.5K -300 -33%
ASN
172
Advisory Services Network
Georgia
$22K
IA
173
IFP Advisors
Florida
$16K -$1.27K -29 -7%
SC
174
SouthState Corp
Florida
$16K
HR
175
Howe & Rusling
New York
$16K