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iShares Core 60/40 Balanced Allocation ETF

272 hedge funds and large institutions have $752M invested in iShares Core 60/40 Balanced Allocation ETF in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 104 increasing their positions, 95 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
-11
Holders Change %
-3.89%
% of All Funds
4.6%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
New
24
Increased
104
Reduced
95
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
251
Global Retirement Partners
California
$9K +$527 +11 +6%
CI
252
CX Institutional
Indiana
$9K +$9K +196 New
LF
253
Lee Financial
Texas
$8K
IFAM
254
Institutional & Family Asset Management
Colorado
$7K
FWM
255
Focused Wealth Management
New York
$7K +$47 +1 +0.7%
Northwestern Mutual Wealth Management
256
Northwestern Mutual Wealth Management
Wisconsin
$5K -$4.56K -103 -48%
VNA
257
Valley National Advisers
Pennsylvania
$5K
DWP
258
Destiny Wealth Partners
Florida
$4K -$163K -3,303 -98%
Citigroup
259
Citigroup
New York
$3K +$3K +67 New
NSIM
260
North Star Investment Management
Illinois
$2K
MA
261
Montag & Associates
Georgia
$2K
TRCT
262
Tower Research Capital (TRC)
New York
$1K
PFGIA
263
Patriot Financial Group Insurance Agency
Massachusetts
$1K
PA
264
PSI Advisors
Florida
$1K
BWS
265
BCR Wealth Strategies
Alabama
$1K
Bank of Montreal
266
Bank of Montreal
Ontario, Canada
$706 -$127 -2,622 -15%
BNP Paribas Financial Markets
267
BNP Paribas Financial Markets
France
$96 -$7.97K -166 -99%
IPW
268
IronBridge Private Wealth
Texas
-$5.08M -94,143 Closed
CIAS
269
CFS Investment Advisory Services
New Jersey
-$1K -65,777 Closed
MFS
270
Madrona Financial Services
Washington
-$687K -12,911 Closed
LWMNY
271
Landmark Wealth Management (New York)
New York
-$325K -11,826 Closed
SFG
272
Snider Financial Group
Washington
-$532K -9,858 Closed
FAIM
273
Financial Advocates Investment Management
Washington
-$825K -9,178 Closed
IA
274
IFG Advisory
Georgia
-$389K -7,212 Closed
PFS
275
Prospera Financial Services
Texas
-$372K -6,893 Closed