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iShares Core 60/40 Balanced Allocation ETF

170 hedge funds and large institutions have $446M invested in iShares Core 60/40 Balanced Allocation ETF in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 60 reducing their positions, and 19 closing their positions.

Holders
170
Holders Change
+1
Holders Change %
+0.59%
% of All Funds
3.69%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.15%
New
23
Increased
56
Reduced
60
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$67.6M 1,511,615 -1,121,427 -43%
SWPG
2
Strategic Wealth Partners Group
Illinois
$61.8M 1,383,145 -76,887 -5%
BlackRock
3
BlackRock
New York
$52.8M 1,181,406 +22,990 +2%
Wells Fargo
4
Wells Fargo
California
$16.5M 370,009 -1,753,723 -83%
LPL Financial
5
LPL Financial
California
$15.3M 341,523 -20,639 -6%
PPA
6
Parametric Portfolio Associates
Washington
$12.7M 283,485 -30,653 -10%
AssetMark Inc
7
AssetMark Inc
California
$11.7M 262,339 +262,339 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$10.8M 240,723 +47,360 +24%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$10.2M 227,389 -11,694 -5%
CFA
10
Cahill Financial Advisors
Minnesota
$10.1M 226,048 +213,583 +1,713%
UBS Group
11
UBS Group
Switzerland
$9.92M 221,872 -110,835 -33%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$9.09M 203,428 +23,296 +13%
BFG
13
Barber Financial Group
Kansas
$8.93M 199,815 +199,815 New
OFG
14
Oxford Financial Group
Indiana
$7.86M 175,850 -580 -0.3%
Morgan Stanley
15
Morgan Stanley
New York
$7.5M 167,753 -325,778 -66%
MSA
16
Marino Stram & Associates
Massachusetts
$6.51M 145,593 -3,244 -2%
SFWA
17
Summit Financial Wealth Advisors
Louisiana
$5.88M 130,913 -6,109 -4%
MFS
18
Madrona Financial Services
Washington
$5.34M 119,375 +498 +0.4%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$5.14M 115,047 -3,374 -3%
Ameriprise
20
Ameriprise
Minnesota
$4.6M 102,956 -35,005 -25%
ACP
21
Aveo Capital Partners
Colorado
$4.16M 93,099 +3,733 +4%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$3.9M 87,148 -18,309 -17%
WCG
23
Weaver Consulting Group
California
$3.82M 84,423 +84,423 New
LIA
24
LBMC Investment Advisors
Tennessee
$3.8M 85,007 +802 +1%
PAMG
25
Patton Albertson Miller Group
Tennessee
$3.64M 81,381 -2,225 -3%