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iShares Core 60/40 Balanced Allocation ETF

44 hedge funds and large institutions have $53.1M invested in iShares Core 60/40 Balanced Allocation ETF in 2014 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
44
Holders Change
+4
Holders Change %
+10%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
23
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PI
1
Placemark Investments
Illinois
$10.3M 260,000 +1,121 +0.4%
BIT
2
BlackRock Institutional Trust
California
$7.06M 178,840 +65,711 +58%
LPL Financial
3
LPL Financial
California
$6.09M 155,556 +23,767 +18%
Morgan Stanley
4
Morgan Stanley
New York
$3.94M 99,744 +3,871 +4%
Bank of America
5
Bank of America
North Carolina
$2.74M 69,477 +1,460 +2%
CAN
6
Cetera Advisor Networks
California
$2.48M 62,904 +4,766 +8%
VFS
7
VSR Financial Services
Kansas
$2.29M 58,104 +9,484 +20%
U
8
UBS
Switzerland
$1.84M 46,514 +10,299 +28%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.75M 44,214 +9,930 +29%
LIA
10
LBMC Investment Advisors
Tennessee
$1.74M 44,117 +17,894 +68%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.33M 33,655 +2,970 +10%
EA
12
Efficient Advisors
Ohio
$1.05M 26,629 -1,701 -6%
Citigroup
13
Citigroup
New York
$1.04M 26,275 -2,500 -9%
NC
14
NewSquare Capital
Pennsylvania
$959K 24,290 -2,362 -9%
BRM
15
Boston Research & Management
Massachusetts
$942K 23,882 +430 +2%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$845K 21,410 -2,825 -12%
WA
17
Waverly Advisors
Alabama
$655K 16,584 +757 +5%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$643K 16,292 -1,017 -6%
OC
19
Oakworth Capital
Alabama
$520K 12,851 -335 -3%
CWM
20
Concert Wealth Management
California
$514K 12,950 +12,950 New
CA
21
Cetera Advisors
Colorado
$489K 12,358 +5,131 +71%
Ameriprise
22
Ameriprise
Minnesota
$483K 12,234 +1,582 +15%
Wells Fargo
23
Wells Fargo
California
$452K 11,448 +7,627 +200%
VKH
24
Virtu KCG Holdings
New York
$405K 10,254 +2,477 +32%
SI
25
SII Investments
Wisconsin
$401K 10,167 -102 -1%