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iShares Core 60/40 Balanced Allocation ETF

67 hedge funds and large institutions have $102M invested in iShares Core 60/40 Balanced Allocation ETF in 2015 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 5 closing their positions.

Holders
67
Holders Change
+3
Holders Change %
+4.69%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
9
Increased
26
Reduced
22
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BIT
1
BlackRock Institutional Trust
California
$15M 367,202 +119,886 +48%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$10.9M 266,303 +266,202 +263,566%
UBS Group
3
UBS Group
Switzerland
$10.6M 258,756 +44,571 +21%
HC
4
HHG & Company
Connecticut
$8.58M 210,134 -253,188 -55%
LPL Financial
5
LPL Financial
California
$6.42M 156,615 -4,532 -3%
Bank of America
6
Bank of America
North Carolina
$5.41M 132,472 -296,585 -69%
CL
7
CPWM LLC
Washington
$5.26M 128,925 -70,898 -35%
Morgan Stanley
8
Morgan Stanley
New York
$5.17M 126,649 -15,232 -11%
VFS
9
VSR Financial Services
Kansas
$2.94M 72,044 +4,511 +7%
LIA
10
LBMC Investment Advisors
Tennessee
$2.33M 56,994 +8,715 +18%
JWM
11
Jackson Wealth Management
Florida
$2.32M 56,782 -2,175 -4%
CAN
12
Cetera Advisor Networks
California
$2.21M 54,176 -53 -0.1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.13M 52,238 +6,523 +14%
SCM
14
Stonehearth Capital Management
Massachusetts
$1.72M 42,125 -710 -2%
BW
15
Bison Wealth
Georgia
$1.68M 41,210 -1,226 -3%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.66M 40,731 -8,664 -18%
MFS
17
Madrona Financial Services
Washington
$1.21M 29,745 +2,020 +7%
WA
18
Waverly Advisors
Alabama
$1.07M 26,192 +4,332 +20%
EA
19
Efficient Advisors
Ohio
$1.05M 25,589 -596 -2%
BWM
20
Braver Wealth Management
Massachusetts
$1.01M 24,837
BRM
21
Boston Research & Management
Massachusetts
$996K 24,402 +560 +2%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$800K 19,609 +1,178 +6%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$768K 18,793 -17,385 -48%
AAS
24
Annex Advisory Services
Wisconsin
$768K 18,818 +7,580 +67%
CBU
25
CIBC Bank USA
Illinois
$768K 18,821 +18,821 New