AOR icon

iShares Core 60/40 Balanced Allocation ETF

218 hedge funds and large institutions have $476M invested in iShares Core 60/40 Balanced Allocation ETF in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 71 increasing their positions, 55 reducing their positions, and 11 closing their positions.

Holders
218
Holders Change
+49
Holders Change %
+28.99%
% of All Funds
4.3%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
63
Increased
71
Reduced
55
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$59.9M 1,251,875 +34,808 +3%
SWPG
2
Strategic Wealth Partners Group
Illinois
$57.7M 1,207,134 -5,459 -0.5%
Bank of America
3
Bank of America
North Carolina
$57.4M 1,198,818 -14,750 -1%
AssetMark Inc
4
AssetMark Inc
California
$24.7M 516,412 +32,419 +7%
Wells Fargo
5
Wells Fargo
California
$20.3M 423,540 +50,107 +13%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$15.4M 321,596 +14,411 +5%
LPL Financial
7
LPL Financial
California
$13.7M 285,400 -37,039 -11%
PPA
8
Parametric Portfolio Associates
Washington
$13.1M 274,206 +17,156 +7%
UBS Group
9
UBS Group
Switzerland
$10.3M 214,478 +3,832 +2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$9.65M 201,633 +4,950 +3%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$8.79M 183,796 -17,179 -9%
Morgan Stanley
12
Morgan Stanley
New York
$7.88M 164,805 +12,781 +8%
CFA
13
Cahill Financial Advisors
Minnesota
$7.57M 158,130 -8,835 -5%
OFG
14
Oxford Financial Group
Indiana
$7.12M 148,794 -3,400 -2%
MSA
15
Marino Stram & Associates
Massachusetts
$6.06M 126,725 -13,721 -10%
ACP
16
Aveo Capital Partners
Colorado
$5.69M 119,002 +15,509 +15%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$5.23M 109,305 +407 +0.4%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$4.42M 97,023 -7,539 -7%
Truist Financial
19
Truist Financial
North Carolina
$4.3M 89,874 +89,874 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$4.27M 89,245 +73,844 +479%
Ameriprise
21
Ameriprise
Minnesota
$4.15M 85,783 -103,717 -55%
WCG
22
Weaver Consulting Group
California
$4.06M 88,170 +2,408 +3%
PAMG
23
Patton Albertson Miller Group
Tennessee
$3.95M 82,527 +727 +0.9%
LIA
24
LBMC Investment Advisors
Tennessee
$3.93M 82,151 -1,535 -2%
WA
25
Waverly Advisors
Alabama
$3.86M 79,407 +4,479 +6%