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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 %
PA
276
PSI Advisors
Florida
$1K
ACA
277
Aptus Capital Advisors
Alabama
$1K
BWS
278
BCR Wealth Strategies
Alabama
$1K
LFA
279
Level Financial Advisors
New York
$1K
DC
280
DeDora Capital
California
$1K +$1K +27 New
CIAS
281
CFS Investment Advisory Services
New Jersey
$1K +$1K +65,777 New
GM
282
GeoWealth Management
Illinois
-$18.6M -326,410 Closed
BCM
283
BlueCrest Capital Management
Jersey
-$4.64M -81,204 Closed
BPA
284
Beacon Pointe Advisors
California
-$1.58M -27,603 Closed
PA
285
PFG Advisors
Arizona
-$1.5M -26,226 Closed
Qube Research & Technologies (QRT)
286
Qube Research & Technologies (QRT)
United Kingdom
-$1.39M -24,373 Closed
JCM
287
Janney Capital Management
Pennsylvania
-$1.23M -21,512 Closed
Renaissance Technologies
288
Renaissance Technologies
New York
-$1.22M -21,400 Closed
BA
289
Bridgewater Advisors
New York
-$1.1M -19,250 Closed
GFS
290
GYL Financial Synergies
Connecticut
-$694K -12,156 Closed
TPCW
291
TD Private Client Wealth
New York
-$578K -10,119 Closed
ACA
292
Aspire Capital Advisors
Washington
-$430K -7,529 Closed
Citigroup
293
Citigroup
New York
-$406K -7,121 Closed
AIA
294
Arbor Investment Advisors
North Carolina
-$341K -5,971 Closed
FC
295
FCA Corp
Texas
-$294K -5,144 Closed
TPA
296
Trivium Point Advisory
Connecticut
-$275K -4,812 Closed
VAS
297
Vestmark Advisory Solutions
Massachusetts
-$270K -4,737 Closed
AA
298
Advisory Alpha
Michigan
-$233K -4,089 Closed
PWM
299
Perigon Wealth Management
California
-$210K -3,680 Closed
LWAC
300
Laurel Wealth Advisors (California)
California
-$202K -3,545 Closed