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iShares Core 60/40 Balanced Allocation ETF

41 hedge funds and large institutions have $41.8M invested in iShares Core 60/40 Balanced Allocation ETF in 2014 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
41
Holders Change
+1
Holders Change %
+2.5%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
17
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PI
1
Placemark Investments
Illinois
$9.97M 254,601 +230,012 +935%
LPL Financial
2
LPL Financial
California
$4.57M 116,827 -4,706 -4%
BIT
3
BlackRock Institutional Trust
California
$3.05M 77,826 +57,964 +292%
Morgan Stanley
4
Morgan Stanley
New York
$2.98M 76,007 +826 +1%
CAN
5
Cetera Advisor Networks
California
$2.06M 52,598 +1,149 +2%
Bank of America
6
Bank of America
North Carolina
$2M 51,070 +21,839 +75%
LIA
7
LBMC Investment Advisors
Tennessee
$1.65M 42,074 +408 +1%
VFS
8
VSR Financial Services
Kansas
$1.53M 39,129 +6,077 +18%
U
9
UBS
Switzerland
$1.33M 34,023 -11,605 -25%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.25M 32,009 +3,306 +12%
NC
11
NewSquare Capital
Pennsylvania
$1.22M 31,077 +7,060 +29%
EA
12
Efficient Advisors
Ohio
$1.2M 30,761 -1,490 -5%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.2M 30,740 +4,528 +17%
Ameriprise
14
Ameriprise
Minnesota
$1.03M 26,191 -12,420 -32%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$911K 23,265 +5,980 +35%
BRM
16
Boston Research & Management
Massachusetts
$886K 22,642 +80 +0.4%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$735K 18,767 +4,180 +29%
OC
18
Oakworth Capital
Alabama
$516K 13,186 -715 -5%
VKH
19
Virtu KCG Holdings
New York
$374K 9,553 -20,120 -68%
WA
20
Waverly Advisors
Alabama
$359K 9,177 +5,973 +186%
NPC
21
National Planning Corporation
California
$352K 8,967 -1,121 -11%
TAG
22
Tactical Allocation Group
Michigan
$335K 8,553 -513 -6%
CA
23
Cetera Advisors
Colorado
$284K 7,222 +7 +0.1%
MG
24
MDE Group
New Jersey
$265K 6,779 -12,670 -65%
ACM
25
Acertus Capital Management
New Jersey
$265K 6,779 -7,396 -52%