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iShares Core 60/40 Balanced Allocation ETF

200 hedge funds and large institutions have $417M invested in iShares Core 60/40 Balanced Allocation ETF in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 51 increasing their positions, 80 reducing their positions, and 38 closing their positions.

Holders
200
Holders Change
-18
Holders Change %
-8.26%
% of All Funds
4.42%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
27
Increased
51
Reduced
80
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$52.3M 1,263,743 +11,868 +0.9%
Bank of America
2
Bank of America
North Carolina
$49.6M 1,198,766 -52 -0%
SWPG
3
Strategic Wealth Partners Group
Illinois
$44.8M 1,081,464 -125,670 -10%
AssetMark Inc
4
AssetMark Inc
California
$20.5M 496,588 -19,824 -4%
Wells Fargo
5
Wells Fargo
California
$19.6M 474,483 +50,943 +12%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$14.3M 345,906 +256,661 +288%
LPL Financial
7
LPL Financial
California
$13.6M 328,424 +43,024 +15%
RJA
8
Raymond James & Associates
Florida
$12.8M 308,588 +279,101 +947%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$12.3M 297,022 -24,574 -8%
UBS Group
10
UBS Group
Switzerland
$9.72M 234,804 +20,326 +9%
Osaic Holdings
11
Osaic Holdings
Arizona
$8.89M 233,515 +233,515 New
Morgan Stanley
12
Morgan Stanley
New York
$7.92M 191,275 +26,470 +16%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$7M 169,066 -32,567 -16%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$6.49M 156,929 -26,867 -15%
AWA
15
ARQ Wealth Advisors
Arizona
$6.33M 153,005 +153,005 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$5.95M 143,676 +34,371 +31%
ACP
17
Aveo Capital Partners
Colorado
$5.43M 131,167 +12,165 +10%
OFG
18
Oxford Financial Group
Indiana
$5.33M 128,883 -19,911 -13%
WC
19
Waterloo Capital
Texas
$4.88M 118,012 +118,012 New
CFA
20
Cahill Financial Advisors
Minnesota
$4.21M 101,729 -56,401 -36%
MSA
21
Marino Stram & Associates
Massachusetts
$3.88M 93,864 -32,861 -26%
WCG
22
Weaver Consulting Group
California
$3.69M 89,150 +980 +1%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$3.54M 85,580 +24,368 +40%
Ameriprise
24
Ameriprise
Minnesota
$3.46M 83,385 -2,398 -3%
PAMG
25
Patton Albertson Miller Group
Tennessee
$3.41M 82,431 -96 -0.1%