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iShares Core 60/40 Balanced Allocation ETF

115 hedge funds and large institutions have $269M invested in iShares Core 60/40 Balanced Allocation ETF in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 33 reducing their positions, and 11 closing their positions.

Holders
115
Holders Change
+6
Holders Change %
+5.5%
% of All Funds
2.87%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
19
Increased
43
Reduced
33
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
$40.3M 950,113 -5,544,519 -85%
BlackRock
2
BlackRock
New York
$38.4M 906,746 +906,178 +159,538%
SWPG
3
Strategic Wealth Partners Group
Illinois
$35.3M 832,649 -563,978 -40%
UBS Group
4
UBS Group
Switzerland
$14.7M 347,618 -7,542 -2%
Wells Fargo
5
Wells Fargo
California
$14.1M 333,602 -148,012 -31%
LPL Financial
6
LPL Financial
California
$13.8M 326,067 +106,555 +49%
Morgan Stanley
7
Morgan Stanley
New York
$13.2M 310,583 -22,651 -7%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$12.2M 288,035 -7,457 -3%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$6.01M 141,751 -9,193 -6%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$5.08M 119,774 +2,771 +2%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$4.85M 114,511 +64,714 +130%
MFS
12
Madrona Financial Services
Washington
$3.99M 94,222 +20,705 +28%
PAMG
13
Patton Albertson Miller Group
Tennessee
$3.97M 92,271 +2,727 +3%
LIA
14
LBMC Investment Advisors
Tennessee
$3.14M 73,972 +4,669 +7%
RIA
15
Regal Investment Advisors
Michigan
$3.1M 73,180 +6,149 +9%
Lido Advisors
16
Lido Advisors
California
$2.39M 55,468 +55,468 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.3M 54,182 -367 -0.7%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.99M 46,974 +46,974 New
JWM
19
Jackson Wealth Management
Florida
$1.89M 44,775 +2,318 +5%
FHC
20
First Heartland Consultants
Missouri
$1.88M 44,383 +38,015 +597%
Ameriprise
21
Ameriprise
Minnesota
$1.84M 43,494 +7,205 +20%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$1.8M 42,490 +15,790 +59%
RCG
23
Ruggie Capital Group
Florida
$1.73M 40,777 +32,839 +414%
NG
24
Northstar Group
New York
$1.73M 40,251 +8,467 +27%
AAS
25
Annex Advisory Services
Wisconsin
$1.63M 38,519 +1,094 +3%