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iShares Core 60/40 Balanced Allocation ETF

283 hedge funds and large institutions have $13.3B invested in iShares Core 60/40 Balanced Allocation ETF in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 110 increasing their positions, 94 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
-14
Holders Change %
-4.71%
% of All Funds
4.48%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
22
Increased
110
Reduced
94
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPP
226
Life Planning Partners
Florida
$92K
SWA
227
SOA Wealth Advisors
New York
$86K +$2.1K +39 +3%
TSWM
228
Tyler-Stone Wealth Management
Ohio
$81K
TFO
229
Tarbox Family Office
California
$66K
WPWM
230
Western Pacific Wealth Management
Illinois
$64K
BHWM
231
Bay Harbor Wealth Management
Maryland
$55K
AAP
232
Arax Advisory Partners
Colorado
$51K -$16.6K -305 -25%
BA
233
Bellwether Advisors
Nebraska
$51K +$19.6K +366 +62%
AWM
234
AllSquare Wealth Management
New York
$50K
AA
235
Ancora Advisors
Ohio
$49K
OC
236
Oakworth Capital
Alabama
$46K
AW
237
Alaethes Wealth
Nevada
$46K
TFGT
238
TS Financial Group (TSFG)
Illinois
$46K
Carson Wealth (CWM LLC)
239
Carson Wealth (CWM LLC)
Nebraska
$41K -$11.7K -218 -22%
RCM
240
Rain Capital Management
Oregon
$40K
SWM
241
Sugarloaf Wealth Management
Georgia
$39K
APC
242
Aspire Private Capital
North Carolina
$38K +$382 +7 +1%
PNC Financial Services Group
243
PNC Financial Services Group
Pennsylvania
$36K
FA
244
Financial Advantage
Maryland
$35K
RG
245
Retirement Group
California
$32K -$542 -10 -2%
HWMA
246
Heritage Wealth Management (Arizona)
Arizona
$32K +$32K +587 New
First Manhattan
247
First Manhattan
New York
$31K +$1.6K +30 +5%
MIM
248
Macroview Investment Management
Maryland
$30K +$16.8K +314 +127%
RIM
249
Rockbridge Investment Management
New York
$29.4K +$271 +5 +0.9%
GWMIA
250
Global Wealth Management Investment Advisory
Florida
$28K +$163 +3 +0.6%