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iShares Core 60/40 Balanced Allocation ETF

169 hedge funds and large institutions have $438M invested in iShares Core 60/40 Balanced Allocation ETF in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 71 increasing their positions, 58 reducing their positions, and 15 closing their positions.

Holders
169
Holders Change
-2
Holders Change %
-1.17%
% of All Funds
3.71%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
14
Increased
71
Reduced
58
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$56.1M 1,217,067 +18,671 +2%
Bank of America
2
Bank of America
North Carolina
$55.9M 1,213,568 -88,267 -7%
SWPG
3
Strategic Wealth Partners Group
Illinois
$55.9M 1,212,593 -138,003 -10%
AssetMark Inc
4
AssetMark Inc
California
$22.3M 483,993 +207,864 +75%
Wells Fargo
5
Wells Fargo
California
$17.2M 373,433 -13,287 -3%
LPL Financial
6
LPL Financial
California
$14.9M 322,439 -13,310 -4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$14.1M 307,185 +44,708 +17%
PPA
8
Parametric Portfolio Associates
Washington
$11.8M 257,050 +9,210 +4%
UBS Group
9
UBS Group
Switzerland
$9.7M 210,646 -9,759 -4%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$9.26M 200,975 -23,343 -10%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$9.06M 196,683 -25,278 -11%
Ameriprise
12
Ameriprise
Minnesota
$8.76M 189,500 +60,815 +47%
CFA
13
Cahill Financial Advisors
Minnesota
$7.69M 166,965 -57,930 -26%
OFG
14
Oxford Financial Group
Indiana
$7.01M 152,194 -24,324 -14%
Morgan Stanley
15
Morgan Stanley
New York
$7M 152,024 -2,322 -2%
MSA
16
Marino Stram & Associates
Massachusetts
$6.47M 140,446 -2,477 -2%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$5.02M 108,898 -2,467 -2%
ACP
18
Aveo Capital Partners
Colorado
$4.86M 103,493 +1,260 +1%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$4.82M 104,562 +7,320 +8%
WCG
20
Weaver Consulting Group
California
$3.93M 85,762 +611 +0.7%
LIA
21
LBMC Investment Advisors
Tennessee
$3.86M 83,686 -469 -0.6%
PAMG
22
Patton Albertson Miller Group
Tennessee
$3.77M 81,800 -1,564 -2%
MFS
23
Madrona Financial Services
Washington
$3.61M 78,463 +69 +0.1%
MF
24
Madrona Funds
Washington
$3.61M 78,463 +78,463 New
FHC
25
First Heartland Consultants
Missouri
$3.47M 75,305 -792 -1%