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iShares Core 60/40 Balanced Allocation ETF

156 hedge funds and large institutions have $395M invested in iShares Core 60/40 Balanced Allocation ETF in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 60 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
Holders Change %
0%
% of All Funds
3.57%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
18
Increased
60
Reduced
50
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$88.3M -$31.2M -20,932 -26%
BlackRock
2
BlackRock
New York
$50.3M +$1.12M +24,922 +2%
Bank of America
3
Bank of America
North Carolina
$48.8M +$1.18M +26,038 +2%
LPL Financial
4
LPL Financial
California
$21M +$769K +17,042 +4%
UBS Group
5
UBS Group
Switzerland
$14.1M -$2.12M -46,949 -13%
Wells Fargo
6
Wells Fargo
California
$13.7M +$324K +7,176 +2%
Morgan Stanley
7
Morgan Stanley
New York
$13.3M -$925K -20,499 -6%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$7.89M +$303K +6,710 +4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$7.23M +$752K +16,661 +12%
MSA
10
Marino Stram & Associates
Massachusetts
$6.63M +$102K +2,266 +2%
CWM
11
Cornerstone Wealth Management
Missouri
$6.41M -$1.21M -54,349 -16%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$6.12M -$305K -6,759 -5%
MFS
13
Madrona Financial Services
Washington
$5.34M +$242K +5,354 +5%
RIA
14
Regal Investment Advisors
Michigan
$5.3M +$5.3M +117,385 New
Jane Street
15
Jane Street
New York
$4.48M +$1.51M +33,380 +51%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$3.85M -$1.13M -24,958 -23%
FHC
17
First Heartland Consultants
Missouri
$3.81M +$87.5K +1,939 +2%
ACP
18
Aveo Capital Partners
Colorado
$3.47M +$398K +9,245 +13%
LIA
19
LBMC Investment Advisors
Tennessee
$3.42M +$23.4K +519 +0.7%
PAMG
20
Patton Albertson Miller Group
Tennessee
$3.4M -$161K -3,817 -5%
BCM
21
Brookstone Capital Management
Illinois
$3.31M +$46.6K +1,032 +1%
NG
22
Northstar Group
New York
$3.07M -$213K -4,716 -6%
HighTower Advisors
23
HighTower Advisors
Illinois
$2.69M +$11.9K +264 +0.4%
WA
24
Waverly Advisors
Alabama
$2.69M +$51.5K +1,141 +2%
AIP
25
Ahrens Investment Partners
Louisiana
$2.62M -$1.15M -25,510 -31%