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iShares Core 60/40 Balanced Allocation ETF

297 hedge funds and large institutions have $827M invested in iShares Core 60/40 Balanced Allocation ETF in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 125 increasing their positions, 69 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+34
Holders Change %
+12.93%
% of All Funds
4.59%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.15%
New
57
Increased
125
Reduced
69
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
226
Belpointe Asset Management
Nevada
$157K -$476K -8,295 -75%
CWP
227
Concord Wealth Partners
Virginia
$153K +$122K +2,139 +390%
AWA
228
Aquire Wealth Advisors
Utah
$152K +$152K +2,670 New
CA
229
CoreCap Advisors
Michigan
$150K +$150K +2,624 New
CWM
230
CarsonAllaria Wealth Management
Illinois
$140K +$140K +2,458 New
CAL
231
Capital Analysts LLC
Pennsylvania
$138K +$856 +15 +0.6%
DWP
232
Destiny Wealth Partners
Florida
$136K +$130K +2,278 +2,149%
PCG
233
Private Capital Group
Connecticut
$120K
NFG
234
Next Financial Group
Texas
$116K +$2.05K +36 +2%
CWC
235
Carolinas Wealth Consulting
North Carolina
$115K +$10.8K +189 +10%
Koshinski Asset Management
236
Koshinski Asset Management
Illinois
$109K
CFGS
237
Concourse Financial Group Securities
Alabama
$106K -$58.1K -1,021 -35%
LPP
238
Life Planning Partners
Florida
$97K +$97K +1,701 New
SWA
239
SOA Wealth Advisors
New York
$89K +$171 +3 +0.2%
TSWM
240
Tyler-Stone Wealth Management
Ohio
$86K +$86K +1,500 New
BNP Paribas Financial Markets
241
BNP Paribas Financial Markets
France
$77.8K +$77.8K +1,363 New
AAP
242
Arax Advisory Partners
Colorado
$71K -$5.89K -103 -8%
TFO
243
Tarbox Family Office
California
$70K
WPWM
244
Western Pacific Wealth Management
Illinois
$68K +$68K +1,200 New
APA
245
American Portfolios Advisors
New York
$57K +$30K +525 +111%
BHWM
246
Bay Harbor Wealth Management
Maryland
$56K -$4.23K -77 -7%
Carson Wealth (CWM LLC)
247
Carson Wealth (CWM LLC)
Nebraska
$56K +$56K +983 New
AWM
248
AllSquare Wealth Management
New York
$53K
AA
249
Ancora Advisors
Ohio
$52K -$273K -4,799 -84%
TFGT
250
TS Financial Group (TSFG)
Illinois
$49K