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iShares Core 60/40 Balanced Allocation ETF

263 hedge funds and large institutions have $7.1B invested in iShares Core 60/40 Balanced Allocation ETF in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 124 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
+4
Holders Change %
+1.54%
% of All Funds
4.62%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
28
Increased
124
Reduced
67
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RG
226
Retirement Group
California
$33K
EWM
227
EPG Wealth Management
Georgia
$33K +$33K +600 New
RIM
228
Rockbridge Investment Management
New York
$30K -$31.5K -564 -51%
CWP
229
Concord Wealth Partners
Virginia
$30K +$3.17K +58 +12%
First Manhattan
230
First Manhattan
New York
$30K +$30K +550 New
APA
231
American Portfolios Advisors
New York
$26.2K -$9.15K -165 -26%
IA
232
IFP Advisors
Florida
$26K -$360K -6,100 -93%
GRP
233
Global Retirement Partners
California
$26K -$18K -324 -41%
BA
234
Bellwether Advisors
Nebraska
$25K +$12.3K +228 +97%
SPIA
235
Steward Partners Investment Advisory
New York
$24K
SBL
236
Sargent Bickham Lagudis
Colorado
$24K +$111 +2 +0.5%
DAM
237
Delta Asset Management
Tennessee
$22K -$4.13K -75 -16%
SC
238
SouthState Corp
Florida
$22K
HR
239
Howe & Rusling
New York
$22K
FA
240
Financial Advantage
Maryland
$22K +$166 +3 +0.8%
PWM
241
Prentice Wealth Management
New York
$21K +$8.08K +145 +63%
FCMT
242
Founders Capital Management (Texas)
Texas
$19K
LPWM
243
Lake Point Wealth Management
Texas
$18K +$55 +1 +0.3%
MA
244
MCF Advisors
Kentucky
$15K
MIM
245
Macroview Investment Management
Maryland
$14K
AF
246
Affiance Financial
Minnesota
$12K
LWM
247
Liberty Wealth Management
California
$12K
AWA
248
Arkadios Wealth Advisors
Georgia
$10K -$31.6K -600 -76%
LF
249
Lee Financial
Texas
$9K
FWM
250
Focused Wealth Management
New York
$8K +$55 +1 +0.7%