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iShares Core 60/40 Balanced Allocation ETF

259 hedge funds and large institutions have $566M invested in iShares Core 60/40 Balanced Allocation ETF in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 98 increasing their positions, 80 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+11
Holders Change %
+4.44%
% of All Funds
4.52%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
33
Increased
98
Reduced
80
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SBL
226
Sargent Bickham Lagudis
Colorado
$24K +$56 +1 +0.2%
SB
227
Strategic Blueprint
Georgia
$24K +$24K +435 New
SC
228
SouthState Corp
Florida
$22K
HR
229
Howe & Rusling
New York
$22K
FA
230
Financial Advantage
Maryland
$21K
FCMT
231
Founders Capital Management (Texas)
Texas
$19K
LPWM
232
Lake Point Wealth Management
Texas
$18K +$18K +329 New
PWP
233
Personal Wealth Partners
Minnesota
$17K +$17K +298 New
ASN
234
Advisory Services Network
Georgia
$17K +$17K +307 New
MA
235
MCF Advisors
Kentucky
$15K
AIP
236
Ameritas Investment Partners
Nebraska
$15K
MIM
237
Macroview Investment Management
Maryland
$14K
ME
238
McIlrath & Eck
Washington
$14K +$14K +250 New
PWM
239
Prentice Wealth Management
New York
$13K
BA
240
Bellwether Advisors
Nebraska
$13K +$13K +236 New
AF
241
Affiance Financial
Minnesota
$12K
LWM
242
Liberty Wealth Management
California
$12K
EWM
243
Elmwood Wealth Management
California
$10K +$5.98K +107 +149%
LAS
244
Lloyd Advisory Services
Georgia
$9K -$154K -2,793 -94%
LF
245
Lee Financial
Texas
$9K
FWM
246
Focused Wealth Management
New York
$8K
Northwestern Mutual Wealth Management
247
Northwestern Mutual Wealth Management
Wisconsin
$8K +$7.31K +137 +1,054%
JAWM
248
J. Arnold Wealth Management
Ohio
$6K
VNA
249
Valley National Advisers
Pennsylvania
$6K
JWM
250
Janiczek Wealth Management
Colorado
$4K