AOR icon

iShares Core 60/40 Balanced Allocation ETF

148 hedge funds and large institutions have $300M invested in iShares Core 60/40 Balanced Allocation ETF in 2018 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 60 increasing their positions, 35 reducing their positions, and 13 closing their positions.

Holders
148
Holders Change
+11
Holders Change %
+8.03%
% of All Funds
3.4%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
24
Increased
60
Reduced
35
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$46.4M 1,041,581 +38,266 +4%
Bank of America
2
Bank of America
North Carolina
$44.1M 989,053 -60,614 -6%
LPL Financial
3
LPL Financial
California
$19.9M 447,052 +18,510 +4%
UBS Group
4
UBS Group
Switzerland
$16.3M 365,107 +1,098 +0.3%
Morgan Stanley
5
Morgan Stanley
New York
$13.8M 309,117 +2,992 +1%
Wells Fargo
6
Wells Fargo
California
$13.1M 293,326 -16,282 -5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$12.9M 289,042 +12 +0%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$7.31M 164,021 +6,853 +4%
MSA
9
Marino Stram & Associates
Massachusetts
$6.55M 146,844 +4,028 +3%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$6.37M 142,975 -131,774 -48%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$6.34M 142,245 +9,075 +7%
MFS
12
Madrona Financial Services
Washington
$5.34M 119,803 +9,929 +9%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$4.91M 110,171 +8,807 +9%
LFS
14
Legacy Financial Strategies
Kansas
$4.28M 95,980 +50,418 +111%
Ameriprise
15
Ameriprise
Minnesota
$4.01M 91,259 +16,059 +21%
PAMG
16
Patton Albertson Miller Group
Tennessee
$3.79M 85,068 -2,536 -3%
Lido Advisors
17
Lido Advisors
California
$3.76M 84,431 -27,803 -25%
BCM
18
Brookstone Capital Management
Illinois
$3.42M 76,756 -41,738 -35%
FHC
19
First Heartland Consultants
Missouri
$3.35M 75,199 +5,712 +8%
LIA
20
LBMC Investment Advisors
Tennessee
$3.32M 74,550 +1,795 +2%
NG
21
Northstar Group
New York
$3.21M 72,212 +2,142 +3%
ACP
22
Aveo Capital Partners
Colorado
$3.11M 69,662 +4,624 +7%
HighTower Advisors
23
HighTower Advisors
Illinois
$2.63M 58,886 -1,282 -2%
WA
24
Waverly Advisors
Alabama
$2.57M 57,743 +17,248 +43%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$2.37M 53,227 -5,675 -10%