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iShares Core 60/40 Balanced Allocation ETF

88 hedge funds and large institutions have $204M invested in iShares Core 60/40 Balanced Allocation ETF in 2016 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 29 reducing their positions, and 9 closing their positions.

Holders
88
Holders Change
+7
Holders Change %
+8.64%
% of All Funds
2.35%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
17
Increased
27
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$39.9M 1,011,566 -7,589,862 -88%
BIT
2
BlackRock Institutional Trust
California
$23.4M 592,242 +60,459 +11%
HC
3
HHG & Company
Connecticut
$20.6M 522,106 +175,805 +51%
LPL Financial
4
LPL Financial
California
$14.2M 366,792 -79,044 -18%
UBS Group
5
UBS Group
Switzerland
$14.1M 357,865 -137,204 -28%
Jane Street
6
Jane Street
New York
$12.2M 310,289 +310,289 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$10.9M 275,273 +2,024 +0.7%
BCM
8
Brookstone Capital Management
Illinois
$8.68M 220,027 +220,027 New
SCA
9
Snowden Capital Advisors
New York
$4.15M 105,277 +105,277 New
Morgan Stanley
10
Morgan Stanley
New York
$4.02M 101,846 -194,173 -66%
MFS
11
Madrona Financial Services
Washington
$2.88M 73,108 -812 -1%
LIA
12
LBMC Investment Advisors
Tennessee
$2.54M 64,269 +1,843 +3%
RA
13
RFG Advisory
Alabama
$2.44M 61,845 +43,548 +238%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.34M 59,270 -11,857 -17%
RIA
15
Regal Investment Advisors
Michigan
$2.33M 59,141 +3,042 +5%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$2.24M 56,879 +56,879 New
VFS
17
VSR Financial Services
Kansas
$2.04M 51,670 -2,292 -4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.01M 50,962 +7,680 +18%
CAN
19
Cetera Advisor Networks
California
$1.89M 47,991 -428 -0.9%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.82M 46,115 -4,041 -8%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.6M 40,592 -1,493 -4%
JWM
22
Jackson Wealth Management
Florida
$1.59M 40,968 -21 -0.1%
SCM
23
Stonehearth Capital Management
Massachusetts
$1.5M 38,083 +401 +1%
BWA
24
Burt Wealth Advisors
Maryland
$1.47M 37,284 -105,584 -74%
BW
25
Bison Wealth
Georgia
$1.44M 36,635 -740 -2%