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iShares Core 60/40 Balanced Allocation ETF

248 hedge funds and large institutions have $556M invested in iShares Core 60/40 Balanced Allocation ETF in 2021 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 75 increasing their positions, 88 reducing their positions, and 22 closing their positions.

Holders
248
Holders Change
+16
Holders Change %
+6.9%
% of All Funds
4.37%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
40
Increased
75
Reduced
88
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
EWA
251
EP Wealth Advisors
California
-9,377 Closed
PA
252
PFG Advisors
Arizona
-5,665 Closed
LGA
253
Lebenthal Global Advisors
New York
-5,325 Closed
TA
254
Tectonic Advisors
Texas
-5,320 Closed
GI
255
Glovista Investments
New Jersey
-5,000 Closed
CWP
256
Corepath Wealth Partners
Arizona
-4,927 Closed
AIP
257
Almanack Investment Partners
Pennsylvania
-4,885 Closed
SW
258
SlateStone Wealth
Florida
-4,653 Closed
PWM
259
Perigon Wealth Management
California
-3,680 Closed
ICP
260
Interchange Capital Partners
Pennsylvania
-1,694 Closed
KCM
261
Kathmere Capital Management
Pennsylvania
-1,193 Closed
CAAS
262
Capital Asset Advisory Services
Michigan
-839 Closed
ASN
263
Advisory Services Network
Georgia
-612 Closed
TRCT
264
Tower Research Capital (TRC)
New York
$0 6 -298 -98%
PWPS
265
Pinnacle Wealth Planning Services
Ohio
-288 Closed
FWM
266
FSA Wealth Management
Massachusetts
-276 Closed
CWP
267
Concord Wealth Partners
Virginia
-125 Closed
SWP
268
ShoreHaven Wealth Partners
New Jersey
-57 Closed
SIAG
269
Safeguard Investment Advisory Group
California
-27 Closed
AFS
270
Annapolis Financial Services
Maryland
$0 3 +3 New