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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.

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 %
CBU
176
CIBC Bank USA
Illinois
-$245K -5,433 Closed
FSA
177
Financial Sense Advisors
California
-$242K -5,354 Closed
WC
178
Weil Company
California
-$235K -5,200 Closed
Manulife (Manufacturers Life Insurance)
179
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$228K -5,046 Closed
BSWM
180
Boston Standard Wealth Management
Massachusetts
-$221K -4,934 Closed
Renaissance Technologies
181
Renaissance Technologies
New York
-$220K -4,877 Closed
SPC
182
Sigma Planning Corp
Michigan
-$206K -4,553 Closed
WSTAM
183
Wilbanks Smith & Thomas Asset Management
Virginia
-$63K -1,395 Closed
MWPCG
184
Measured Wealth Private Client Group
New Hampshire
-$58K -1,280 Closed
BRC
185
Bell Rock Capital
Delaware
-$41K -900 Closed
BA
186
Ballew Advisors
Mississippi
-$31K -725 Closed
RCAG
187
Rehmann Capital Advisory Group
Michigan
-$31.5K -698 Closed
CPIG
188
Chicago Partners Investment Group
Illinois
-$22K -523 Closed
SFM
189
Signet Financial Management
New Jersey
-$22K -490 Closed
KJWM
190
Kiley Juergens Wealth Management
Washington
-$15K -341 Closed
Northwestern Mutual Wealth Management
191
Northwestern Mutual Wealth Management
Wisconsin
-$12K -270 Closed
PFGIA
192
Patriot Financial Group Insurance Agency
Massachusetts
-$10K -231 Closed
AA
193
Ancora Advisors
Ohio
-$7K -159 Closed
CAC
194
Certified Advisory Corp
Florida
-$2K -55 Closed
CF
195
Centaurus Financial
California
-$422 -9 Closed