AOR icon

iShares Core 60/40 Balanced Allocation ETF

37 hedge funds and large institutions have $21.2M invested in iShares Core 60/40 Balanced Allocation ETF in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 3 closing their positions.

Holders
37
Holders Change
+4
Holders Change %
+12.12%
% of All Funds
1.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
13
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$3.99M 107,363 -9,141 -8%
CAN
2
Cetera Advisor Networks
California
$1.57M 42,618 +16,683 +64%
LIA
3
LBMC Investment Advisors
Tennessee
$1.48M 40,259 +3,957 +11%
Ameriprise
4
Ameriprise
Minnesota
$1.37M 37,030 -59 -0.2%
EA
5
Efficient Advisors
Ohio
$1.16M 31,389 +1,059 +3%
Bank of America
6
Bank of America
North Carolina
$1.06M 28,876 -5,767 -17%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.06M 28,759 +205 +0.7%
NC
8
NewSquare Capital
Pennsylvania
$961K 26,077 -3,829 -13%
VFS
9
VSR Financial Services
Kansas
$907K 24,601 +4,207 +21%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$807K 21,875 +2,145 +11%
BRM
11
Boston Research & Management
Massachusetts
$783K 21,262 +1,140 +6%
MG
12
MDE Group
New Jersey
$692K 18,771 -489 -3%
Morgan Stanley
13
Morgan Stanley
New York
$643K 17,433 +5,375 +45%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$560K 15,200 -3,100 -17%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$515K 13,966 +2,203 +19%
PAS
16
Partnervest Advisory Services
California
$494K 13,392 +9,182 +218%
NPC
17
National Planning Corporation
California
$492K 13,282 +5,065 +62%
PI
18
Placemark Investments
Illinois
$453K 12,288 +12,288 New
SI
19
SII Investments
Wisconsin
$397K 10,538 +477 +5%
TAG
20
Tactical Allocation Group
Michigan
$338K 9,164 -571 -6%
Goldman Sachs
21
Goldman Sachs
New York
$232K 6,284 +6,284 New
AAS
22
Annex Advisory Services
Wisconsin
$221K 5,995 -89 -1%
DFIM
23
Detwiler Fenton Investment Management
Massachusetts
$210K 5,707 +5,707 New
EC
24
Estate Counselors
Wisconsin
$203K 5,500 +5,500 New
Fifth Third Bancorp
25
Fifth Third Bancorp
Ohio
$152K 4,115 -101 -2%