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iShares Core 60/40 Balanced Allocation ETF

283 hedge funds and large institutions have $13.3B invested in iShares Core 60/40 Balanced Allocation ETF in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 110 increasing their positions, 94 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
-14
Holders Change %
-4.71%
% of All Funds
4.48%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
22
Increased
110
Reduced
94
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SC
251
Stephens Consulting
Michigan
$26K
HR
252
Howe & Rusling
New York
$26K
SPIA
253
Steward Partners Investment Advisory
New York
$24K -$7.09K -130 -23%
SBL
254
Sargent Bickham Lagudis
Colorado
$24K
CFD
255
Creative Financial Designs
Indiana
$23K +$20.6K +387 +860%
SC
256
SouthState Corp
Florida
$21K
FCMT
257
Founders Capital Management (Texas)
Texas
$19K
LPWM
258
Lake Point Wealth Management
Texas
$18K
MA
259
MCF Advisors
Kentucky
$15K +$15K +271 New
GIA
260
Goodwin Investment Advisory
Georgia
$14K
Northwestern Mutual Wealth Management
261
Northwestern Mutual Wealth Management
Wisconsin
$11K +$6.98K +137 +173%
BNP Paribas Financial Markets
262
BNP Paribas Financial Markets
France
$9.07K -$64.5K -1,195 -88%
LF
263
Lee Financial
Texas
$9K
GRP
264
Global Retirement Partners
California
$9K +$9K +177 New
FWM
265
Focused Wealth Management
New York
$8K
IFAM
266
Institutional & Family Asset Management
Colorado
$8K +$8K +150 New
CCM
267
Cribstone Capital Management
Maine
$6K +$673 +12 +13%
VNA
268
Valley National Advisers
Pennsylvania
$5K
RFWA
269
RPg Family Wealth Advisory
Massachusetts
$4.53K +$4.53K +84 New
LAS
270
Lloyd Advisory Services
Georgia
$2K -$10K -155 -83%
TRCT
271
Tower Research Capital (TRC)
New York
$2K -$65 -1 -3%
PFGIA
272
Patriot Financial Group Insurance Agency
Massachusetts
$2K
NSIM
273
North Star Investment Management
Illinois
$2K
MA
274
Montag & Associates
Georgia
$2K +$44 +1 +2%
CP
275
Castleview Partners
Texas
$1K -$56K -1,345 -98%