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iShares Core 60/40 Balanced Allocation ETF

97 hedge funds and large institutions have $251M invested in iShares Core 60/40 Balanced Allocation ETF in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 48 increasing their positions, 27 reducing their positions, and 7 closing their positions.

Holders
97
Holders Change
+1
Holders Change %
+1.04%
% of All Funds
2.59%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
10
Increased
48
Reduced
27
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SWPG
1
Strategic Wealth Partners Group
Illinois
$57.9M 1,407,091 -306,334 -18%
Bank of America
2
Bank of America
North Carolina
$46.4M 1,126,963 +10,122 +0.9%
BIT
3
BlackRock Institutional Trust
California
$32.7M 793,493 +133,877 +20%
UBS Group
4
UBS Group
Switzerland
$14.6M 354,430 -10,507 -3%
Wells Fargo
5
Wells Fargo
California
$11.9M 289,771 +30,880 +12%
Morgan Stanley
6
Morgan Stanley
New York
$9.3M 226,036 +11,883 +6%
LPL Financial
7
LPL Financial
California
$7.33M 179,656 +14,872 +9%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$5.59M 135,902 +92,693 +215%
SCA
9
Snowden Capital Advisors
New York
$4.81M 116,880 -25,691 -18%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$4.4M 106,993 +22,343 +26%
PAMG
11
Patton Albertson Miller Group
Tennessee
$3.75M 91,146 +14,696 +19%
MFS
12
Madrona Financial Services
Washington
$2.99M 72,543 -2,602 -3%
LIA
13
LBMC Investment Advisors
Tennessee
$2.85M 69,313 +3,602 +5%
RIA
14
Regal Investment Advisors
Michigan
$2.63M 63,835 +430 +0.7%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.2M 53,510 +830 +2%
VWA
16
V Wealth Advisors
Kansas
$2.07M 50,344 +50,344 New
Jane Street
17
Jane Street
New York
$2.04M 49,630 -46,591 -48%
CAN
18
Cetera Advisor Networks
California
$1.92M 46,743 +981 +2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.79M 43,535 +4,925 +13%
JWM
20
Jackson Wealth Management
Florida
$1.76M 43,342 +706 +2%
BWA
21
Burt Wealth Advisors
Maryland
$1.52M 36,918 +6 +0%
SCM
22
Stonehearth Capital Management
Massachusetts
$1.49M 36,239 -3,704 -9%
AAS
23
Annex Advisory Services
Wisconsin
$1.46M 35,462 +1,356 +4%
Ameriprise
24
Ameriprise
Minnesota
$1.2M 29,071 +1,875 +7%
RCG
25
Ruggie Capital Group
Florida
$1.05M 25,398 +17,278 +213%