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iShares Core 60/40 Balanced Allocation ETF

96 hedge funds and large institutions have $256M invested in iShares Core 60/40 Balanced Allocation ETF in 2016 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 24 reducing their positions, and 9 closing their positions.

Holders
96
Holders Change
+8
Holders Change %
+9.09%
% of All Funds
2.57%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
19
Increased
40
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SWPG
1
Strategic Wealth Partners Group
Illinois
$65.1M 1,713,425 +1,713,425 New
Bank of America
2
Bank of America
North Carolina
$44.7M 1,116,841 +105,275 +10%
BIT
3
BlackRock Institutional Trust
California
$26.4M 659,616 +67,374 +11%
UBS Group
4
UBS Group
Switzerland
$14.6M 364,937 +7,072 +2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$11.5M 286,864 +11,591 +4%
Wells Fargo
6
Wells Fargo
California
$10.4M 258,891 +248,854 +2,479%
Morgan Stanley
7
Morgan Stanley
New York
$8.57M 214,153 +112,307 +110%
LPL Financial
8
LPL Financial
California
$6.54M 164,784 -202,008 -55%
SCA
9
Snowden Capital Advisors
New York
$5.71M 142,571 +37,294 +35%
Jane Street
10
Jane Street
New York
$3.85M 96,221 -214,068 -69%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$3.39M 84,650 +25,380 +43%
PAMG
12
Patton Albertson Miller Group
Tennessee
$3.06M 76,450 +76,450 New
VKH
13
Virtu KCG Holdings
New York
$3.01M 75,234 +42,970 +133%
MFS
14
Madrona Financial Services
Washington
$3.01M 75,145 +2,037 +3%
LIA
15
LBMC Investment Advisors
Tennessee
$2.63M 65,711 +1,442 +2%
RA
16
RFG Advisory
Alabama
$2.62M 65,507 +3,662 +6%
RIA
17
Regal Investment Advisors
Michigan
$2.54M 63,405 +4,264 +7%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.11M 52,680 +1,718 +3%
CAN
19
Cetera Advisor Networks
California
$1.83M 45,762 -2,229 -5%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.73M 43,209 +2,617 +6%
JWM
21
Jackson Wealth Management
Florida
$1.71M 42,636 +1,668 +4%
SCM
22
Stonehearth Capital Management
Massachusetts
$1.6M 39,943 +1,860 +5%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.55M 38,610 -7,505 -16%
VFS
24
VSR Financial Services
Kansas
$1.48M 37,064 -14,606 -28%
BWA
25
Burt Wealth Advisors
Maryland
$1.48M 36,912 -372 -1%