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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 %
JWM
276
Janiczek Wealth Management
Colorado
$14K +$9.37K +162 +203%
SIC
277
Salem Investment Counselors
North Carolina
$14K +$14K +240 New
AF
278
Affiance Financial
Minnesota
$12K
LAS
279
Lloyd Advisory Services
Georgia
$11K -$331K -5,603 -97%
EWM
280
Evermay Wealth Management
Virginia
$10K +$10K +173 New
LF
281
Lee Financial
Texas
$9K
FWM
282
Focused Wealth Management
New York
$8K +$54 +1 +0.7%
VNA
283
Valley National Advisers
Pennsylvania
$6K
CCM
284
Cribstone Capital Management
Maine
$5K +$421 +8 +9%
Northwestern Mutual Wealth Management
285
Northwestern Mutual Wealth Management
Wisconsin
$4K +$51 +1 +1%
LFG
286
Leverty Financial Group
Wisconsin
$4K +$4K +74 New
MA
287
Montag & Associates
Georgia
$3K
CFD
288
Creative Financial Designs
Indiana
$3K +$3K +45 New
PA
289
PSI Advisors
Florida
$2K
NSIM
290
North Star Investment Management
Illinois
$2K
PFGIA
291
Patriot Financial Group Insurance Agency
Massachusetts
$2K
TRCT
292
Tower Research Capital (TRC)
New York
$2K +$1.63K +26 +433%
ACA
293
Aptus Capital Advisors
Alabama
$1K
LFA
294
Level Financial Advisors
New York
$1K +$1K +10 New
BWS
295
BCR Wealth Strategies
Alabama
$1K +$1K +13 New
CP
296
Castleview Partners
Texas
$24 +$24 +1,369 New
Jane Street
297
Jane Street
New York
-$1.76M -31,780 Closed
Barclays
298
Barclays
United Kingdom
-$1.66M -29,968 Closed
OMC
299
Old Mission Capital
Illinois
-$1.66M -29,879 Closed
SS
300
Sunbelt Securities
Texas
-$807K -14,482 Closed