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iShares Core 60/40 Balanced Allocation ETF

248 hedge funds and large institutions have $556M invested in iShares Core 60/40 Balanced Allocation ETF in 2021 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 75 increasing their positions, 88 reducing their positions, and 22 closing their positions.

Holders
248
Holders Change
+16
Holders Change %
+6.9%
% of All Funds
4.37%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
40
Increased
75
Reduced
88
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MIM
226
Macroview Investment Management
Maryland
$13K -$5.71K -109 -31%
AF
227
Affiance Financial
Minnesota
$12K
PWM
228
Prentice Wealth Management
New York
$12K +$12K +232 New
LWM
229
Liberty Wealth Management
California
$11K
IAIM
230
International Assets Investment Management
Florida
$10K
LF
231
Lee Financial
Texas
$9K
FWM
232
Focused Wealth Management
New York
$8K
DWP
233
Destiny Wealth Partners
Florida
$6K -$496 -10 -8%
JAWM
234
J. Arnold Wealth Management
Ohio
$6K
VNA
235
Valley National Advisers
Pennsylvania
$5K
JWM
236
Janiczek Wealth Management
Colorado
$4K
EWM
237
Elmwood Wealth Management
California
$4K +$4K +72 New
PWA
238
Phoenix Wealth Advisors
North Carolina
$3K
VFA
239
Valeo Financial Advisors
Indiana
$3K +$3K +63 New
PFGIA
240
Patriot Financial Group Insurance Agency
Massachusetts
$2K
NSIM
241
North Star Investment Management
Illinois
$2K
MA
242
Montag & Associates
Georgia
$2K +$2K +44 New
Northwestern Mutual Wealth Management
243
Northwestern Mutual Wealth Management
Wisconsin
$1K -$38K -494 -97%
ACA
244
Aptus Capital Advisors
Alabama
$1K +$1K +10 New
EFSCE
245
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$1K +23 New
SWM
246
Sugarloaf Wealth Management
Georgia
$58 -$1.86K -1,057 -97%
Qube Research & Technologies (QRT)
247
Qube Research & Technologies (QRT)
United Kingdom
-$3.31M -63,442 Closed
FI
248
FormulaFolio Investments
Michigan
-$1.5M -28,753 Closed
Renaissance Technologies
249
Renaissance Technologies
New York
-$1.21M -23,200 Closed
SS
250
Simplicity Solutions
Minnesota
-$891K -17,065 Closed