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iShares Core 60/40 Balanced Allocation ETF

118 hedge funds and large institutions have $312M invested in iShares Core 60/40 Balanced Allocation ETF in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 29 reducing their positions, and 10 closing their positions.

Holders
118
Holders Change
+6
Holders Change %
+5.36%
% of All Funds
2.95%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
16
Increased
53
Reduced
29
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
$44.8M 998,995 +11,310 +1%
BlackRock
2
BlackRock
New York
$44M 980,838 +24,614 +3%
SWPG
3
Strategic Wealth Partners Group
Illinois
$35.3M 788,227 -18,362 -2%
LPL Financial
4
LPL Financial
California
$18.5M 412,573 +69,207 +20%
UBS Group
5
UBS Group
Switzerland
$15.8M 352,279 +2,934 +0.8%
Morgan Stanley
6
Morgan Stanley
New York
$13.5M 300,641 +7,153 +2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$12.9M 288,039 -40 -0%
Wells Fargo
8
Wells Fargo
California
$12.7M 282,619 -3,296 -1%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$10.4M 231,728 +55,042 +31%
Lido Advisors
10
Lido Advisors
California
$6.34M 140,046 +66,651 +91%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$5.69M 126,970 +2,654 +2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$5.6M 124,817 +3,555 +3%
MFS
13
Madrona Financial Services
Washington
$5.08M 113,201 +12,936 +13%
RIA
14
Regal Investment Advisors
Michigan
$3.97M 88,602 +10,476 +13%
PAMG
15
Patton Albertson Miller Group
Tennessee
$3.97M 88,329 -1,075 -1%
LIA
16
LBMC Investment Advisors
Tennessee
$3.26M 72,700 +833 +1%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$3.22M 71,789 +30,851 +75%
FHC
18
First Heartland Consultants
Missouri
$2.93M 65,283 +2,982 +5%
NG
19
Northstar Group
New York
$2.78M 61,475 +1,070 +2%
HighTower Advisors
20
HighTower Advisors
Illinois
$2.76M 61,469 +366 +0.6%
Ameriprise
21
Ameriprise
Minnesota
$2.63M 58,622 +10,182 +21%
ACP
22
Aveo Capital Partners
Colorado
$2.44M 54,385 +14,438 +36%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.37M 52,852 -1,767 -3%
AAS
24
Annex Advisory Services
Wisconsin
$2.13M 47,453 +4,903 +12%
JWM
25
Jackson Wealth Management
Florida
$2.07M 46,058 +183 +0.4%