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iShares Core 60/40 Balanced Allocation ETF

70 hedge funds and large institutions have $147M invested in iShares Core 60/40 Balanced Allocation ETF in 2015 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 32 reducing their positions, and 5 closing their positions.

Holders
70
Holders Change
+3
Holders Change %
+4.48%
% of All Funds
1.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
23
Reduced
32
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$34.5M 903,022 +758,302 +524%
BIT
2
BlackRock Institutional Trust
California
$18.9M 496,572 +52,849 +12%
UBS Group
3
UBS Group
Switzerland
$18M 471,858 +150,309 +47%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$10.4M 273,716 +2,302 +0.8%
LPL Financial
5
LPL Financial
California
$6.97M 179,080 -570 -0.3%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$6.64M 173,891 +173,891 New
Morgan Stanley
7
Morgan Stanley
New York
$5.82M 152,378 +5,348 +4%
HC
8
HHG & Company
Connecticut
$4.32M 113,102 +51 +0%
CL
9
CPWM LLC
Washington
$3.77M 98,696 -26,580 -21%
LIA
10
LBMC Investment Advisors
Tennessee
$2.23M 58,354 -256 -0.4%
VFS
11
VSR Financial Services
Kansas
$2.1M 54,974 -17,468 -24%
RIA
12
Regal Investment Advisors
Michigan
$1.95M 51,090 +51,090 New
CAN
13
Cetera Advisor Networks
California
$1.94M 50,920 -3,256 -6%
Jane Street
14
Jane Street
New York
$1.67M 43,718 +26,886 +160%
SCM
15
Stonehearth Capital Management
Massachusetts
$1.65M 43,283 +503 +1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.64M 42,960 -130,462 -75%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.59M 41,598 +15 +0%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$1.59M 41,551 +15,215 +58%
JWM
19
Jackson Wealth Management
Florida
$1.52M 39,847 -5,248 -12%
BW
20
Bison Wealth
Georgia
$1.51M 39,744 -992 -2%
Citadel Advisors
21
Citadel Advisors
Florida
$1.4M 36,593 +13,804 +61%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.24M 32,487 +32,487 New
Wells Fargo
23
Wells Fargo
California
$1.1M 28,910 +20,749 +254%
MFS
24
Madrona Financial Services
Washington
$1.05M 27,521 -1,555 -5%
EA
25
Efficient Advisors
Ohio
$973K 25,508 -641 -2%