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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 %
RFWA
176
RPg Family Wealth Advisory
Massachusetts
$48.1K
AWM
177
AllSquare Wealth Management
New York
$45K
EWM
178
EPG Wealth Management
Georgia
$43K +$43K +900 New
TFGT
179
TS Financial Group (TSFG)
Illinois
$41K -$9.07K -190 -18%
OC
180
Oakworth Capital
Alabama
$40K
DAM
181
Delta Asset Management
Tennessee
$34K +$34K +703 New
CAAS
182
Capital Asset Advisory Services
Michigan
$31K +$31K +629 New
AIC
183
Archer Investment Corporation
Indiana
$31K +$31K +639 New
ASN
184
Advisory Services Network
Georgia
$26K +$26K +542 New
SC
185
SouthState Corp
Florida
$19K
HR
186
Howe & Rusling
New York
$19K
IA
187
IFP Advisors
Florida
$18K -$32.8K -719 -65%
GFPC
188
Global Financial Private Client
Florida
$17.2K +$17.2K +360 New
FCMT
189
Founders Capital Management (Texas)
Texas
$16K
LPWM
190
Lake Point Wealth Management
Texas
$16K +$16K +326 New
FWM
191
FSA Wealth Management
Massachusetts
$16K +$16K +335 New
TA
192
TFG Advisers
Michigan
$16K +$16K +339 New
FDCDDQ
193
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.8K
WA
194
WestEnd Advisors
North Carolina
$14.7K -$4.59K -96 -24%
AA
195
Ancora Advisors
Ohio
$14K +$14K +285 New
GRP
196
Global Retirement Partners
California
$13K
MA
197
MCF Advisors
Kentucky
$13K
AIP
198
Ameritas Investment Partners
Nebraska
$13K
LWM
199
Liberty Wealth Management
California
$10K
AF
200
Affiance Financial
Minnesota
$10K +$10K +215 New