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iShares Core 60/40 Balanced Allocation ETF

263 hedge funds and large institutions have $7.1B invested in iShares Core 60/40 Balanced Allocation ETF in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 124 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
+4
Holders Change %
+1.54%
% of All Funds
4.62%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
28
Increased
124
Reduced
67
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VNA
251
Valley National Advisers
Pennsylvania
$6K
DWP
252
Destiny Wealth Partners
Florida
$6K +$6K +106 New
CCM
253
Cribstone Capital Management
Maine
$5K +$5K +87 New
LIA
254
LBMC Investment Advisors
Tennessee
$4.38K +$1.41K +37,344 +47%
Northwestern Mutual Wealth Management
255
Northwestern Mutual Wealth Management
Wisconsin
$4K -$3.69K -72 -48%
JWM
256
Janiczek Wealth Management
Colorado
$4K
PWA
257
Phoenix Wealth Advisors
North Carolina
$3K
PFGIA
258
Patriot Financial Group Insurance Agency
Massachusetts
$2K
MA
259
Montag & Associates
Georgia
$2K
NSIM
260
North Star Investment Management
Illinois
$2K +$50 +1 +3%
ACA
261
Aptus Capital Advisors
Alabama
$1K
PA
262
PSI Advisors
Florida
$1K +$1K +27 New
AWA
263
ARQ Wealth Advisors
Arizona
-$10.7M -191,780 Closed
Citadel Advisors
264
Citadel Advisors
Florida
-$2.43M -43,359 Closed
HPC
265
Hobart Private Capital
North Carolina
-$1.5M -26,796 Closed
IWM
266
IHT Wealth Management
Illinois
-$339K -6,053 Closed
FC
267
FCA Corp
Texas
-$327K -5,843 Closed
AC
268
Alexandria Capital
Virginia
-$301K -5,382 Closed
Creative Planning
269
Creative Planning
Kansas
-$101K -1,800 Closed
TI
270
tru Independence
Oregon
-$91K -1,630 Closed
Deutsche Bank
271
Deutsche Bank
Germany
-$76K -1,363 Closed
Citigroup
272
Citigroup
New York
-$72K -1,286 Closed
WP
273
WealthShield Partners
North Carolina
-$25K -449 Closed
SB
274
Strategic Blueprint
Georgia
-$24K -435 Closed
ASN
275
Advisory Services Network
Georgia
-$17K -307 Closed