AOR icon

iShares Core 60/40 Balanced Allocation ETF

40 hedge funds and large institutions have $33.2M invested in iShares Core 60/40 Balanced Allocation ETF in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 7 closing their positions.

Holders
40
Holders Change
+3
Holders Change %
+8.11%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
11
Increased
18
Reduced
8
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$4.68M 121,533 +14,170 +13%
Morgan Stanley
2
Morgan Stanley
New York
$2.89M 75,181 +57,748 +331%
MAA
3
Managed Account Advisors
New Jersey
$2.13M 55,240 +55,240 New
CAN
4
Cetera Advisor Networks
California
$1.98M 51,449 +8,831 +21%
U
5
UBS
Switzerland
$1.76M 45,628 +43,656 +2,214%
LIA
6
LBMC Investment Advisors
Tennessee
$1.6M 41,666 +1,407 +3%
Ameriprise
7
Ameriprise
Minnesota
$1.49M 38,611 +1,581 +4%
VFS
8
VSR Financial Services
Kansas
$1.27M 33,052 +8,451 +34%
EA
9
Efficient Advisors
Ohio
$1.24M 32,251 +862 +3%
VKH
10
Virtu KCG Holdings
New York
$1.14M 29,673 +29,673 New
Bank of America
11
Bank of America
North Carolina
$1.13M 29,231 +355 +1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.11M 28,703 -56 -0.2%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.01M 26,212 +4,337 +20%
PI
14
Placemark Investments
Illinois
$947K 24,589 +12,301 +100%
NC
15
NewSquare Capital
Pennsylvania
$925K 24,017 -2,060 -8%
BRM
16
Boston Research & Management
Massachusetts
$868K 22,562 +1,300 +6%
BIT
17
BlackRock Institutional Trust
California
$765K 19,862 +19,862 New
MG
18
MDE Group
New Jersey
$749K 19,449 +678 +4%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$665K 17,285 +2,085 +14%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$562K 14,587 +621 +4%
ACM
21
Acertus Capital Management
New Jersey
$546K 14,175 +14,175 New
OC
22
Oakworth Capital
Alabama
$535K 13,901 +13,901 New
PAS
23
Partnervest Advisory Services
California
$393K 10,217 -3,175 -24%
NPC
24
National Planning Corporation
California
$388K 10,088 -3,194 -24%
CFA
25
Cahill Financial Advisors
Minnesota
$358K 9,280 +9,280 New