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iShares Core 60/40 Balanced Allocation ETF

171 hedge funds and large institutions have $456M invested in iShares Core 60/40 Balanced Allocation ETF in 2019 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 66 increasing their positions, 56 reducing their positions, and 16 closing their positions.

Holders
171
Holders Change
+1
Holders Change %
+0.59%
% of All Funds
3.72%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.13%
New
19
Increased
66
Reduced
56
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SWPG
1
Strategic Wealth Partners Group
Illinois
$62.2M 1,350,596 -32,549 -2%
Bank of America
2
Bank of America
North Carolina
$59.9M 1,301,835 -209,780 -14%
BlackRock
3
BlackRock
New York
$55.2M 1,198,396 +16,990 +1%
VFP
4
Verus Financial Partners
Virginia
$24M 81,448 +50,198 +161%
Wells Fargo
5
Wells Fargo
California
$17.8M 386,720 +16,711 +5%
LPL Financial
6
LPL Financial
California
$15.5M 335,749 -5,774 -2%
AssetMark Inc
7
AssetMark Inc
California
$12.7M 276,129 +13,790 +5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$12.1M 262,477 +21,754 +9%
PPA
9
Parametric Portfolio Associates
Washington
$11.4M 247,840 -35,645 -13%
CFA
10
Cahill Financial Advisors
Minnesota
$10.4M 224,895 -1,153 -0.5%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$10.3M 224,318 +20,890 +10%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$10.2M 221,961 -5,428 -2%
UBS Group
13
UBS Group
Switzerland
$10.1M 220,405 -1,467 -0.7%
OFG
14
Oxford Financial Group
Indiana
$8.12M 176,518 +668 +0.4%
Morgan Stanley
15
Morgan Stanley
New York
$7.1M 154,346 -13,407 -8%
MSA
16
Marino Stram & Associates
Massachusetts
$6.58M 142,923 -2,670 -2%
Ameriprise
17
Ameriprise
Minnesota
$5.88M 128,685 +25,729 +25%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$5.13M 111,365 -3,682 -3%
ACP
19
Aveo Capital Partners
Colorado
$4.71M 102,233 +9,134 +10%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$4.48M 97,242 +10,094 +12%
SFWA
21
Summit Financial Wealth Advisors
Louisiana
$4.25M 92,267 -38,646 -30%
WCG
22
Weaver Consulting Group
California
$3.92M 85,151 +728 +0.9%
LIA
23
LBMC Investment Advisors
Tennessee
$3.87M 84,155 -852 -1%
PAMG
24
Patton Albertson Miller Group
Tennessee
$3.77M 83,364 +1,983 +2%
MFS
25
Madrona Financial Services
Washington
$3.61M 78,394 -40,981 -34%