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iShares Core 60/40 Balanced Allocation ETF

67 hedge funds and large institutions have $115M invested in iShares Core 60/40 Balanced Allocation ETF in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 31 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
67
Holders Change
Holders Change %
0%
% of All Funds
1.81%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
31
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BIT
1
BlackRock Institutional Trust
California
$18M 443,723 +76,521 +21%
UBS Group
2
UBS Group
Switzerland
$13M 321,549 +62,793 +24%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$11M 271,414 +5,111 +2%
LPL Financial
4
LPL Financial
California
$7.21M 179,650 +23,035 +15%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7.03M 173,422 +121,184 +232%
Morgan Stanley
6
Morgan Stanley
New York
$5.96M 147,030 +20,381 +16%
Bank of America
7
Bank of America
North Carolina
$5.87M 144,720 +12,248 +9%
CL
8
CPWM LLC
Washington
$5.08M 125,276 -3,649 -3%
HC
9
HHG & Company
Connecticut
$4.58M 113,051 -97,083 -46%
VFS
10
VSR Financial Services
Kansas
$2.94M 72,442 +398 +0.6%
LIA
11
LBMC Investment Advisors
Tennessee
$2.38M 58,610 +1,616 +3%
CAN
12
Cetera Advisor Networks
California
$2.21M 54,176
JWM
13
Jackson Wealth Management
Florida
$1.82M 45,095 -11,687 -21%
SCM
14
Stonehearth Capital Management
Massachusetts
$1.73M 42,780 +655 +2%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.69M 41,583 +852 +2%
BW
16
Bison Wealth
Georgia
$1.64M 40,736 -474 -1%
MAA
17
Managed Account Advisors
New Jersey
$1.63M 40,096 +37,253 +1,310%
MFS
18
Madrona Financial Services
Washington
$1.18M 29,076 -669 -2%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.07M 26,336 +6,727 +34%
EA
20
Efficient Advisors
Ohio
$1.06M 26,149 +560 +2%
BTS
21
BB&T Securities
Virginia
$1.03M 25,400 +25,400 New
BRM
22
Boston Research & Management
Massachusetts
$1.02M 25,102 +700 +3%
BWM
23
Braver Wealth Management
Massachusetts
$1.01M 24,837
Ameriprise
24
Ameriprise
Minnesota
$930K 21,953 +14,544 +196%
Citadel Advisors
25
Citadel Advisors
Florida
$925K 22,789 +22,789 New