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iShares Core 60/40 Balanced Allocation ETF

112 hedge funds and large institutions have $285M invested in iShares Core 60/40 Balanced Allocation ETF in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 60 increasing their positions, 25 reducing their positions, and 14 closing their positions.

Holders
112
Holders Change
-3
Holders Change %
-2.61%
% of All Funds
2.8%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
11
Increased
60
Reduced
25
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$43.1M 987,685 +37,572 +4%
BlackRock
2
BlackRock
New York
$41.7M 956,224 +49,478 +5%
SWPG
3
Strategic Wealth Partners Group
Illinois
$35.2M 806,589 -26,060 -3%
UBS Group
4
UBS Group
Switzerland
$15.2M 349,345 +1,727 +0.5%
LPL Financial
5
LPL Financial
California
$15M 343,366 +17,299 +5%
Morgan Stanley
6
Morgan Stanley
New York
$12.8M 293,488 -17,095 -6%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$12.6M 288,079 +44 +0%
Wells Fargo
8
Wells Fargo
California
$12.5M 285,915 -47,687 -14%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$7.71M 176,686 +34,935 +25%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$5.42M 124,316 +9,805 +9%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$5.29M 121,262 +1,488 +1%
MFS
12
Madrona Financial Services
Washington
$4.37M 100,265 +6,043 +6%
PAMG
13
Patton Albertson Miller Group
Tennessee
$3.96M 89,404 -2,867 -3%
RIA
14
Regal Investment Advisors
Michigan
$3.41M 78,126 +4,946 +7%
Lido Advisors
15
Lido Advisors
California
$3.2M 73,395 +17,927 +32%
LIA
16
LBMC Investment Advisors
Tennessee
$3.13M 71,867 -2,105 -3%
FHC
17
First Heartland Consultants
Missouri
$2.72M 62,301 +17,918 +40%
HighTower Advisors
18
HighTower Advisors
Illinois
$2.67M 61,103 +56,002 +1,098%
NG
19
Northstar Group
New York
$2.66M 60,405 +20,154 +50%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$2.38M 54,619 +437 +0.8%
Ameriprise
21
Ameriprise
Minnesota
$2.14M 48,440 +4,946 +11%
JWM
22
Jackson Wealth Management
Florida
$2.03M 45,875 +1,100 +2%
AIP
23
Ahrens Investment Partners
Louisiana
$2.03M 46,491 +15,512 +50%
AAS
24
Annex Advisory Services
Wisconsin
$1.86M 42,550 +4,031 +10%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$1.79M 40,938 +7,694 +23%