AOR icon

iShares Core 60/40 Balanced Allocation ETF

169 hedge funds and large institutions have $588M invested in iShares Core 60/40 Balanced Allocation ETF in 2018 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 60 increasing their positions, 41 reducing their positions, and 29 closing their positions.

Holders
169
Holders Change
+13
Holders Change %
+8.33%
% of All Funds
3.77%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
44
Increased
60
Reduced
41
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$109M 2,633,042 +1,551,567 +143%
Wells Fargo
2
Wells Fargo
California
$87.7M 2,123,732 +1,820,632 +601%
SWPG
3
Strategic Wealth Partners Group
Illinois
$60.3M 1,460,032 +777,418 +114%
BlackRock
4
BlackRock
New York
$47.9M 1,158,416 +44,143 +4%
RJA
5
Raymond James & Associates
Florida
$35.7M 864,044 +848,751 +5,550%
Morgan Stanley
6
Morgan Stanley
New York
$20.4M 493,531 +198,367 +67%
LPL Financial
7
LPL Financial
California
$15M 362,162 -102,445 -22%
UBS Group
8
UBS Group
Switzerland
$13.7M 332,707 +20,571 +7%
PPA
9
Parametric Portfolio Associates
Washington
$13M 314,138 +314,138 New
BTS
10
BB&T Securities
Virginia
$10.8M 261,733 +230,390 +735%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$9.88M 239,083 +78,918 +49%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$7.99M 193,363 +138,357 +252%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$7.44M 180,132 +5,212 +3%
OFG
14
Oxford Financial Group
Indiana
$7.29M 176,430 +176,430 New
MSA
15
Marino Stram & Associates
Massachusetts
$6.06M 148,837 +1,959 +1%
Ameriprise
16
Ameriprise
Minnesota
$5.7M 137,961 +78,670 +133%
SFWA
17
Summit Financial Wealth Advisors
Louisiana
$5.66M 137,022 +137,022 New
RIA
18
Regal Investment Advisors
Michigan
$5.04M 122,060 +4,675 +4%
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$4.94M 119,562 +116,352 +3,625%
MFS
20
Madrona Financial Services
Washington
$4.91M 118,877 +643 +0.5%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$4.89M 118,421 -17,274 -13%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$4.37M 105,457 +20,244 +24%
ACP
23
Aveo Capital Partners
Colorado
$3.69M 89,366 +8,828 +11%
PAMG
24
Patton Albertson Miller Group
Tennessee
$3.62M 83,606 +2,859 +4%
FHC
25
First Heartland Consultants
Missouri
$3.49M 84,503