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iShares Core 60/40 Balanced Allocation ETF

81 hedge funds and large institutions have $499M invested in iShares Core 60/40 Balanced Allocation ETF in 2015 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 28 increasing their positions, 18 reducing their positions, and 11 closing their positions.

Holders
81
Holders Change
+11
Holders Change %
+15.71%
% of All Funds
2.13%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.08%
New
25
Increased
28
Reduced
18
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$334M 8,601,428 +7,698,406 +853%
BIT
2
BlackRock Institutional Trust
California
$20.7M 531,783 +35,211 +7%
UBS Group
3
UBS Group
Switzerland
$19.2M 495,069 +23,211 +5%
LPL Financial
4
LPL Financial
California
$17.2M 445,836 +266,756 +149%
HC
5
HHG & Company
Connecticut
$13.5M 346,301 +233,199 +206%
Morgan Stanley
6
Morgan Stanley
New York
$11.5M 296,019 +143,641 +94%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$10.6M 273,249 -467 -0.2%
Wells Fargo
8
Wells Fargo
California
$10.3M 263,709 +234,799 +812%
SWP
9
Stratos Wealth Partners
Ohio
$6.9M 177,377 +177,377 New
BWA
10
Burt Wealth Advisors
Maryland
$5.55M 142,868 +142,868 New
MFS
11
Madrona Financial Services
Washington
$2.87M 73,920 +46,399 +169%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.77M 71,127 +29,576 +71%
JCM
13
Janney Capital Management
Pennsylvania
$2.69M 69,102 +69,102 New
AIS
14
Accurate Investment Solutions
Pennsylvania
$2.54M 65,248 +65,248 New
LIA
15
LBMC Investment Advisors
Tennessee
$2.43M 62,426 +4,072 +7%
RIA
16
Regal Investment Advisors
Michigan
$2.18M 56,099 +5,009 +10%
VFS
17
VSR Financial Services
Kansas
$2.1M 53,962 -1,012 -2%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.95M 50,156 +8,558 +21%
CAN
19
Cetera Advisor Networks
California
$1.88M 48,419 -2,501 -5%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$1.68M 43,282 +322 +0.7%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.64M 42,085 +9,598 +30%
JWM
22
Jackson Wealth Management
Florida
$1.54M 40,989 +1,142 +3%
SCM
23
Stonehearth Capital Management
Massachusetts
$1.47M 37,682 -5,601 -13%
BW
24
Bison Wealth
Georgia
$1.45M 37,375 -2,369 -6%
AFP
25
Ausdal Financial Partners
Iowa
$1.37M 35,144 +35,144 New