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iShares Core 60/40 Balanced Allocation ETF

272 hedge funds and large institutions have $752M invested in iShares Core 60/40 Balanced Allocation ETF in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 104 increasing their positions, 95 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
-11
Holders Change %
-3.89%
% of All Funds
4.6%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
New
24
Increased
104
Reduced
95
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
226
CoreCap Advisors
Michigan
$36K +$36K +755 New
RCM
227
Rain Capital Management
Oregon
$35K -$474 -10 -1%
SWM
228
Sugarloaf Wealth Management
Georgia
$35K
APC
229
Aspire Private Capital
North Carolina
$33K +$47 +1 +0.1%
PNC Financial Services Group
230
PNC Financial Services Group
Pennsylvania
$32K
FA
231
Financial Advantage
Maryland
$32K +$144 +3 +0.5%
HWMA
232
Heritage Wealth Management (Arizona)
Arizona
$28.2K
MIM
233
Macroview Investment Management
Maryland
$27K
RIM
234
Rockbridge Investment Management
New York
$26K
EWM
235
Evermay Wealth Management
Virginia
$25K -$554K -11,383 -96%
GWMIA
236
Global Wealth Management Investment Advisory
Florida
$25K
CP
237
Castleview Partners
Texas
$21.4K +$21K +1,125 +4,688%
CFD
238
Creative Financial Designs
Indiana
$21K
SBL
239
Sargent Bickham Lagudis
Colorado
$21K +$48 +1 +0.2%
SC
240
SouthState Corp
Florida
$19K
CWM
241
Curi Wealth Management
North Carolina
$19K +$19K +400 New
SC
242
Stephens Consulting
Michigan
$17.7K -$5.42K -113 -23%
S
243
SignatureFD
Georgia
$17K +$17K +352 New
FCMT
244
Founders Capital Management (Texas)
Texas
$16K
LPWM
245
Lake Point Wealth Management
Texas
$16K +$48 +1 +0.3%
SPIA
246
Steward Partners Investment Advisory
New York
$15K -$5.95K -125 -28%
MA
247
MCF Advisors
Kentucky
$13K
GIA
248
Goodwin Investment Advisory
Georgia
$12.2K -$1.1K -23 -8%
LC
249
Legacy CG
Texas
$12K +$12K +257 New
RG
250
Retirement Group
California
$10K -$19.5K -390 -66%