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iShares Core 60/40 Balanced Allocation ETF

33 hedge funds and large institutions have $30M invested in iShares Core 60/40 Balanced Allocation ETF in 2013 Q2 according to their latest regulatory filings, with 33 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
33
Holders Change
+33
Holders Change %
% of All Funds
1.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Wells Fargo
1
Wells Fargo
California
$9.29M 262,016 +262,016 New
LPL Financial
2
LPL Financial
California
$4.13M 116,504 +116,504 New
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.86M 52,461 +52,461 New
Ameriprise
4
Ameriprise
Minnesota
$1.32M 37,089 +37,089 New
LIA
5
LBMC Investment Advisors
Tennessee
$1.29M 36,302 +36,302 New
Bank of America
6
Bank of America
North Carolina
$1.23M 34,643 +34,643 New
EA
7
Efficient Advisors
Ohio
$1.08M 30,330 +30,330 New
NC
8
NewSquare Capital
Pennsylvania
$1.06M 29,906 +29,906 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.01M 28,554 +28,554 New
CAN
10
Cetera Advisor Networks
California
$920K 25,935 +25,935 New
VFS
11
VSR Financial Services
Kansas
$723K 20,394 +20,394 New
BRM
12
Boston Research & Management
Massachusetts
$713K 20,122 +20,122 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$700K 19,730 +19,730 New
MG
14
MDE Group
New Jersey
$683K 19,260 +19,260 New
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$649K 18,300 +18,300 New
Morgan Stanley
16
Morgan Stanley
New York
$427K 12,058 +12,058 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$417K 11,763 +11,763 New
SI
18
SII Investments
Wisconsin
$357K 10,061 +10,061 New
TAG
19
Tactical Allocation Group
Michigan
$345K 9,735 +9,735 New
SIA
20
Spruce Investment Advisors
Connecticut
$317K 8,940 +8,940 New
NPC
21
National Planning Corporation
California
$291K 8,217 +8,217 New
AAS
22
Annex Advisory Services
Wisconsin
$216K 6,084 +6,084 New
Jane Street
23
Jane Street
New York
$208K 5,867 +5,867 New
U
24
UBS
Switzerland
$156K 4,396 +4,396 New
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$150K 4,216 +4,216 New