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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 %
BCI
201
Brinker Capital Investments
Pennsylvania
$9K +$1.45K +29 +19%
LF
202
Lee Financial
Texas
$8K
WEC
203
Winslow Evans & Crocker
Massachusetts
$8K
1IA
204
1834 Investment Advisors
Wisconsin
$8K
FWM
205
Focused Wealth Management
New York
$7K +$99 +2 +1%
RCM
206
Rain Capital Management
Oregon
$7K +$409 +9 +6%
VNA
207
Valley National Advisers
Pennsylvania
$5K
ACM
208
Anfield Capital Management
California
$5K +$5K +110 New
BBA
209
Braun-Bostich & Associates
Pennsylvania
$5K +$5K +110 New
CIAS
210
Capital Investment Advisory Services
North Carolina
$4K -$1.74K -34 -30%
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
$4K +$4K +85 New
NL
212
NVWM LLC
Pennsylvania
$3K +$3K +66 New
WAP
213
Wealthcare Advisory Partners
Pennsylvania
$2K
CCM
214
Cribstone Capital Management
Maine
$1K
IFWM
215
Institute for Wealth Management
Colorado
$1K +$1K +15 New
PA
216
PSI Advisors
Florida
$1K +$1K +27 New
HWM
217
Howard Wealth Management
Connecticut
$1K +$1K +41 New
Jane Street
218
Jane Street
New York
-$2.03M -44,096 Closed
CFC
219
Coyle Financial Counsel
Illinois
-$693K -15,040 Closed
CCM
220
Coldstream Capital Management
Washington
-$582K -12,638 Closed
VAS
221
Vestmark Advisory Solutions
Massachusetts
-$312K -6,776 Closed
ATPW
222
Ashton Thomas Private Wealth
Arizona
-$300K -6,520 Closed
CWM
223
Chesapeake Wealth Management
Virginia
-$227K -4,935 Closed
BCA
224
Bay Colony Advisors
Massachusetts
-$204K -4,439 Closed
FAAS
225
First Allied Advisory Services
California
-$146K -3,191 Closed