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iShares Core 60/40 Balanced Allocation ETF

297 hedge funds and large institutions have $827M invested in iShares Core 60/40 Balanced Allocation ETF in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 125 increasing their positions, 69 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+34
Holders Change %
+12.93%
% of All Funds
4.59%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.15%
New
57
Increased
125
Reduced
69
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AW
251
Alaethes Wealth
Nevada
$48K
OC
252
Oakworth Capital
Alabama
$48K
RCM
253
Rain Capital Management
Oregon
$43K +$402 +7 +0.9%
SWM
254
Sugarloaf Wealth Management
Georgia
$41K
APC
255
Aspire Private Capital
North Carolina
$39K +$113 +2 +0.3%
PNC Financial Services Group
256
PNC Financial Services Group
Pennsylvania
$38K -$5.24K -91 -12%
FA
257
Financial Advantage
Maryland
$37K +$14.8K +266 +67%
RG
258
Retirement Group
California
$34K
EWM
259
EPG Wealth Management
Georgia
$34K
BA
260
Bellwether Advisors
Nebraska
$33K +$6.92K +123 +27%
SPIA
261
Steward Partners Investment Advisory
New York
$33K +$7.53K +130 +30%
IA
262
IFP Advisors
Florida
$32K +$2.78K +42 +10%
RIM
263
Rockbridge Investment Management
New York
$31K
First Manhattan
264
First Manhattan
New York
$31K
GWMIA
265
Global Wealth Management Investment Advisory
Florida
$29K -$19.3K -340 -40%
SC
266
Stephens Consulting
Michigan
$27.5K +$27.5K +482 New
HR
267
Howe & Rusling
New York
$27K +$4.83K +85 +22%
SBL
268
Sargent Bickham Lagudis
Colorado
$25K +$229 +4 +0.9%
DAM
269
Delta Asset Management
Tennessee
$23K
EWM
270
Elmwood Wealth Management
California
$23K +$23K +397 New
SC
271
SouthState Corp
Florida
$22K
FCMT
272
Founders Capital Management (Texas)
Texas
$19K
LPWM
273
Lake Point Wealth Management
Texas
$19K +$57 +1 +0.3%
GIA
274
Goodwin Investment Advisory
Georgia
$16K -$38.3K -665 -71%
MIM
275
Macroview Investment Management
Maryland
$14K