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iShares Core 60/40 Balanced Allocation ETF

232 hedge funds and large institutions have $492M invested in iShares Core 60/40 Balanced Allocation ETF in 2020 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 97 increasing their positions, 60 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+26
Holders Change %
+12.62%
% of All Funds
4.12%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
44
Increased
97
Reduced
60
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JAWM
226
J. Arnold Wealth Management
Ohio
$5K +$49 +1 +1%
JWM
227
Janiczek Wealth Management
Colorado
$4K
SWP
228
ShoreHaven Wealth Partners
New Jersey
$3K +$3K +57 New
PWA
229
Phoenix Wealth Advisors
North Carolina
$3K +$3K +60 New
NSIM
230
North Star Investment Management
Illinois
$2K
PFGIA
231
Patriot Financial Group Insurance Agency
Massachusetts
$2K
SIAG
232
Safeguard Investment Advisory Group
California
$1K +$1K +27 New
ACP
233
Aveo Capital Partners
Colorado
-$6.71M -138,503 Closed
Citadel Advisors
234
Citadel Advisors
Florida
-$5.47M -112,916 Closed
Jane Street
235
Jane Street
New York
-$792K -16,352 Closed
IWC
236
Integrated Wealth Concepts
Massachusetts
-$249K -5,139 Closed
PPA
237
Parametric Portfolio Associates
Washington
-$248K -5,115 Closed
IWM
238
IHT Wealth Management
Illinois
-$215K -4,430 Closed
JWCA
239
J.W. Cole Advisors
Florida
-$210K -4,339 Closed
M
240
MOTCO
Texas
-$170K -3,506 Closed
AA
241
Advisory Alpha
Michigan
-$83K -1,694 Closed
NNP
242
Nachman Norwood & Parrott
South Carolina
-$42K -875 Closed
FHA
243
Flagship Harbor Advisors
Massachusetts
-$30K -636 Closed
1IA
244
1834 Investment Advisors
Wisconsin
-$8K -175 Closed
CSPIA
245
Cary Street Partners Investment Advisory
Virginia
-$8K -166 Closed
WEC
246
Winslow Evans & Crocker
Massachusetts
-$8K -165 Closed