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iShares Core 60/40 Balanced Allocation ETF

156 hedge funds and large institutions have $317M invested in iShares Core 60/40 Balanced Allocation ETF in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 73 increasing their positions, 31 reducing their positions, and 12 closing their positions.

Holders
156
Holders Change
+8
Holders Change %
+5.41%
% of All Funds
3.58%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
21
Increased
73
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$48.3M 1,089,351 +47,770 +5%
Bank of America
2
Bank of America
North Carolina
$46.8M 1,055,437 +66,384 +7%
LPL Financial
3
LPL Financial
California
$19.9M 447,565 +513 +0.1%
UBS Group
4
UBS Group
Switzerland
$15.9M 359,085 -6,022 -2%
Morgan Stanley
5
Morgan Stanley
New York
$14M 315,663 +6,546 +2%
Wells Fargo
6
Wells Fargo
California
$13.1M 295,924 +2,598 +0.9%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$12.8M 289,092 +50 +0%
CWM
8
Cornerstone Wealth Management
Missouri
$7.73M 341,952 +334,717 +4,626%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$7.46M 168,210 +4,189 +3%
MSA
10
Marino Stram & Associates
Massachusetts
$6.42M 144,612 -2,232 -2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$6.37M 143,504 +1,259 +0.9%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$6.32M 142,454 -521 -0.4%
MFS
13
Madrona Financial Services
Washington
$5.01M 112,880 -6,923 -6%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$4.91M 110,171
PAMG
15
Patton Albertson Miller Group
Tennessee
$3.75M 84,564 -504 -0.6%
AIP
16
Ahrens Investment Partners
Louisiana
$3.71M 83,632 +44,577 +114%
FHC
17
First Heartland Consultants
Missouri
$3.66M 82,564 +7,365 +10%
Ameriprise
18
Ameriprise
Minnesota
$3.56M 80,223 -11,036 -12%
LIA
19
LBMC Investment Advisors
Tennessee
$3.34M 75,261 +711 +1%
NG
20
Northstar Group
New York
$3.23M 72,698 +486 +0.7%
BCM
21
Brookstone Capital Management
Illinois
$3.21M 72,391 -4,365 -6%
ACP
22
Aveo Capital Partners
Colorado
$3.16M 71,293 +1,631 +2%
Jane Street
23
Jane Street
New York
$2.92M 65,905 +43,195 +190%
HighTower Advisors
24
HighTower Advisors
Illinois
$2.64M 59,372 +486 +0.8%
WA
25
Waverly Advisors
Alabama
$2.6M 58,494 +751 +1%