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iShares Core 60/40 Balanced Allocation ETF

259 hedge funds and large institutions have $566M invested in iShares Core 60/40 Balanced Allocation ETF in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 98 increasing their positions, 80 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
259
Holders Change
+11
Holders Change %
+4.44%
% of All Funds
4.52%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
33
Increased
98
Reduced
80
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWA
251
Phoenix Wealth Advisors
North Carolina
$3K
PFGIA
252
Patriot Financial Group Insurance Agency
Massachusetts
$2K
MA
253
Montag & Associates
Georgia
$2K
NSIM
254
North Star Investment Management
Illinois
$2K
EFSCE
255
Enterprise Financial Services Corp (EFSC)
Missouri
$2K +$821 +16 +70%
ACA
256
Aptus Capital Advisors
Alabama
$1K
S
257
SignatureFD
Georgia
$1K +$1K +16 New
CP
258
Castleview Partners
Texas
$1K +$1K +24 New
MSA
259
Marino Stram & Associates
Massachusetts
-$4.01M -74,852 Closed
LHC
260
Little House Capital
Massachusetts
-$2.7M -50,397 Closed
RBFC
261
Roman Butler Fullerton & Co
Missouri
-$631K -11,490 Closed
GVAG
262
Great Valley Advisor Group
Delaware
-$585K -10,926 Closed
CAG
263
Compass Advisory Group
New York
-$506K -9,440 Closed
BWM
264
Bulltick Wealth Management
Florida
-$414K -7,722 Closed
Susquehanna International Group
265
Susquehanna International Group
Pennsylvania
-$319K -5,953 Closed
RA
266
RFG Advisory
Alabama
-$308K -5,757 Closed
OPS
267
Orion Portfolio Solutions
Nebraska
-$251K -4,684 Closed
CSIA
268
Charles Schwab Investment Advisory
California
-$250K -4,662 Closed
OIA
269
OneDigital Investment Advisors
Kansas
-$240K -4,485 Closed
Brown Advisory
270
Brown Advisory
Maryland
-$230K -4,300 Closed
IA
271
IFG Advisory
Georgia
-$207K -3,873 Closed
SFS
272
Sowell Financial Services
Arkansas
-$92K -1,661 Closed
EP
273
Eudaimonia Partners
Tennessee
-$18K -330 Closed
IAIM
274
International Assets Investment Management
Florida
-$10K -193 Closed
DWP
275
Destiny Wealth Partners
Florida
-$6K -121 Closed