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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 %
GSWM
176
Golden State Wealth Management
California
$15K +$15K +372 New
GFPC
177
Global Financial Private Client
Florida
$14.6K
FCMT
178
Founders Capital Management (Texas)
Texas
$14K
FWM
179
FSA Wealth Management
Massachusetts
$14K +$124 +3 +0.9%
LPWM
180
Lake Point Wealth Management
Texas
$13K
AA
181
Ancora Advisors
Ohio
$12K
AIP
182
Ameritas Investment Partners
Nebraska
$11K
MA
183
MCF Advisors
Kentucky
$11K
NL
184
NVWM LLC
Pennsylvania
$10K +$7.17K +167 +253%
BWM
185
BerganKDV Wealth Management
Minnesota
$10K +$10K +241 New
DWM
186
Darwin Wealth Management
Florida
$10K +$10K +259 New
LWM
187
Liberty Wealth Management
California
$9K
JAWM
188
J. Arnold Wealth Management
Ohio
$8K -$139K -3,517 -95%
WEC
189
Winslow Evans & Crocker
Massachusetts
$8K
LF
190
Lee Financial
Texas
$7K
1IA
191
1834 Investment Advisors
Wisconsin
$7K
FWM
192
Focused Wealth Management
New York
$6K
S
193
SignatureFD
Georgia
$6K +$6K +136 New
VNA
194
Valley National Advisers
Pennsylvania
$4K
BBA
195
Braun-Bostich & Associates
Pennsylvania
$4K
CIAS
196
Capital Investment Advisory Services
North Carolina
$3K
LAS
197
Lloyd Advisory Services
Georgia
$3K +$3K +73 New
JWM
198
Janiczek Wealth Management
Colorado
$3K +$3K +80 New
CCM
199
Cribstone Capital Management
Maine
$1K
WAP
200
Wealthcare Advisory Partners
Pennsylvania
$1K