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iShares Core 60/40 Balanced Allocation ETF

137 hedge funds and large institutions have $356M invested in iShares Core 60/40 Balanced Allocation ETF in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 57 increasing their positions, 33 reducing their positions, and 9 closing their positions.

Holders
137
Holders Change
+19
Holders Change %
+16.1%
% of All Funds
3.11%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
29
Increased
57
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$47.2M 1,049,667 +50,672 +5%
BlackRock
2
BlackRock
New York
$45.1M 1,003,315 +22,477 +2%
SWPG
3
Strategic Wealth Partners Group
Illinois
$29.6M 659,821 -128,406 -16%
VFP
4
Verus Financial Partners
Virginia
$23.3M 86,626 +76,300 +739%
LPL Financial
5
LPL Financial
California
$19.3M 428,542 +15,969 +4%
UBS Group
6
UBS Group
Switzerland
$16.4M 364,009 +11,730 +3%
Wells Fargo
7
Wells Fargo
California
$13.9M 309,608 +26,989 +10%
Morgan Stanley
8
Morgan Stanley
New York
$13.8M 306,125 +5,484 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$13M 289,030 +991 +0.3%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$12.3M 274,749 +43,021 +19%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$7.06M 157,168 +30,198 +24%
MSA
12
Marino Stram & Associates
Massachusetts
$6.42M 142,816 +142,816 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$5.98M 133,170 +8,353 +7%
BCM
14
Brookstone Capital Management
Illinois
$5.32M 118,494 +80,180 +209%
Lido Advisors
15
Lido Advisors
California
$5.04M 112,234 -27,812 -20%
MFS
16
Madrona Financial Services
Washington
$4.94M 109,874 -3,327 -3%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$4.55M 101,364 +29,575 +41%
PAMG
18
Patton Albertson Miller Group
Tennessee
$3.94M 87,604 -725 -0.8%
Ameriprise
19
Ameriprise
Minnesota
$3.27M 75,200 +16,578 +28%
LIA
20
LBMC Investment Advisors
Tennessee
$3.27M 72,755 +55 +0.1%
NG
21
Northstar Group
New York
$3.15M 70,070 +8,595 +14%
FHC
22
First Heartland Consultants
Missouri
$3.12M 69,487 +4,204 +6%
ACP
23
Aveo Capital Partners
Colorado
$2.92M 65,038 +10,653 +20%
HighTower Advisors
24
HighTower Advisors
Illinois
$2.7M 60,168 -1,301 -2%
GFPC
25
Global Financial Private Capital
Florida
$2.66M 23,758 +13,073 +122%