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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 %
RCAG
276
Rehmann Capital Advisory Group
Michigan
-$341K -6,311 Closed
BJL
277
Brighton Jones LLC
Washington
-$336K -6,230 Closed
CWM
278
Congress Wealth Management
Massachusetts
-$311K -5,773 Closed
FSA
279
Financial Services Advisory
Maryland
-$307K -5,694 Closed
SOS
280
Silver Oak Securities
Tennessee
-$273K -5,138 Closed
HWM
281
Howard Wealth Management
Connecticut
-$271K -5,029 Closed
KWM
282
Keebeck Wealth Management
Illinois
-$232K -4,306 Closed
CCFM
283
Clear Creek Financial Management
Washington
-$225K -4,177 Closed
ADL
284
Asset Dedication LLC
California
-$221K -4,100 Closed
MFGP
285
Marshall Financial Group (Pennsylvania)
Pennsylvania
-$219K -4,058 Closed
VWM
286
Venturi Wealth Management
Texas
-$217K -4,014 Closed
FAM
287
Formidable Asset Management
Ohio
-$216K -4,002 Closed
RIA
288
Realta Investment Advisors
Delaware
-$215K -3,981 Closed
CL
289
COWA LLC
Oklahoma
-$210K -3,884 Closed
WCFA
290
Walkner Condon Financial Advisors
Wisconsin
-$203K -3,762 Closed
MCC
291
Money Concepts Capital
Florida
-$132K -2,439 Closed
PCG
292
Private Capital Group
Connecticut
-$113K -2,100 Closed
Koshinski Asset Management
293
Koshinski Asset Management
Illinois
-$93.9K -1,741 Closed
TFO
294
Tarbox Family Office
California
-$66K -1,230 Closed
WPWM
295
Western Pacific Wealth Management
Illinois
-$64K -1,200 Closed
AW
296
Alaethes Wealth
Nevada
-$46K -845 Closed
HR
297
Howe & Rusling
New York
-$26K -475 Closed
CCM
298
Cribstone Capital Management
Maine
-$6K -107 Closed
RFWA
299
RPg Family Wealth Advisory
Massachusetts
-$4.53K -84 Closed
LAS
300
Lloyd Advisory Services
Georgia
-$2K -31 Closed