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iShares Core 60/40 Balanced Allocation ETF

109 hedge funds and large institutions have $500M invested in iShares Core 60/40 Balanced Allocation ETF in 2016 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 27 reducing their positions, and 10 closing their positions.

Holders
109
Holders Change
+12
Holders Change %
+12.37%
% of All Funds
2.73%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
25
Increased
39
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$264M 6,494,632 +5,367,669 +476%
SWPG
2
Strategic Wealth Partners Group
Illinois
$56.7M 1,396,627 -10,464 -0.7%
BIT
3
BlackRock Institutional Trust
California
$34.4M 848,038 +54,545 +7%
Wells Fargo
4
Wells Fargo
California
$19.5M 481,614 +191,843 +66%
UBS Group
5
UBS Group
Switzerland
$14.4M 355,160 +730 +0.2%
Morgan Stanley
6
Morgan Stanley
New York
$13.5M 333,234 +107,198 +47%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$12M 295,492 +293,674 +16,154%
LPL Financial
8
LPL Financial
California
$8.93M 219,512 +39,856 +22%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$6.13M 150,944 +15,042 +11%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$4.75M 117,003 +10,010 +9%
SCA
11
Snowden Capital Advisors
New York
$4.58M 112,801 -4,079 -3%
PAMG
12
Patton Albertson Miller Group
Tennessee
$3.63M 89,544 -1,602 -2%
MFS
13
Madrona Financial Services
Washington
$2.98M 73,517 +974 +1%
LIA
14
LBMC Investment Advisors
Tennessee
$2.81M 69,303 -10 -0%
RIA
15
Regal Investment Advisors
Michigan
$2.72M 67,031 +3,196 +5%
VWA
16
V Wealth Advisors
Kansas
$2.38M 58,685 +8,341 +17%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.21M 54,549 +1,039 +2%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.02M 49,797 +6,262 +14%
JWM
19
Jackson Wealth Management
Florida
$1.75M 42,457 -885 -2%
ACP
20
Aveo Capital Partners
Colorado
$1.68M 41,310 +41,310 New
AAS
21
Annex Advisory Services
Wisconsin
$1.52M 37,425 +1,963 +6%
BWA
22
Burt Wealth Advisors
Maryland
$1.49M 36,706 -212 -0.6%
SCM
23
Stonehearth Capital Management
Massachusetts
$1.48M 36,550 +311 +0.9%
Ameriprise
24
Ameriprise
Minnesota
$1.47M 36,289 +7,218 +25%
CAN
25
Cetera Advisor Networks
California
$1.45M 35,613 -11,130 -24%