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iShares Core 60/40 Balanced Allocation ETF

206 hedge funds and large institutions have $456M invested in iShares Core 60/40 Balanced Allocation ETF in 2020 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 72 increasing their positions, 78 reducing their positions, and 13 closing their positions.

Holders
206
Holders Change
+13
Holders Change %
+6.74%
% of All Funds
4.17%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
28
Increased
72
Reduced
78
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KFA
26
Kays Financial Advisory
Georgia
$3.46M +$1.72M +35,506 +99%
Truist Financial
27
Truist Financial
North Carolina
$3.15M +$1.33M +27,489 +73%
CFA
28
Cahill Financial Advisors
Minnesota
$2.92M -$1.7M -35,046 -37%
WA
29
Waverly Advisors
Alabama
$2.92M -$54K -1,137 -2%
NWM
30
Northwest Wealth Management
Iowa
$2.91M +$73.3K +1,512 +3%
OFG
31
Oxford Financial Group
Indiana
$2.49M -$1.99M -41,087 -44%
VWA
32
Visionary Wealth Advisors
Illinois
$2.44M -$1.31K -27 -0.1%
Ameriprise
33
Ameriprise
Minnesota
$2.44M -$9.95M -199,995 -80%
SFG
34
StrategIQ Financial Group
Indiana
$2.24M -$49.6K -1,023 -2%
BWA
35
Burt Wealth Advisors
Maryland
$2.13M +$242 +5 +0%
SFWC
36
Strategic Family Wealth Counselors
New Jersey
$2.11M -$670K -13,840 -24%
PWAG
37
Polaris Wealth Advisory Group
California
$1.98M -$664K -13,653 -25%
AAS
38
Annex Advisory Services
Wisconsin
$1.82M +$38.6K +797 +2%
TPWA
39
TRUE Private Wealth Advisors
Oregon
$1.78M -$43K -887 -2%
NG
40
Northstar Group
New York
$1.77M -$103K -2,128 -5%
CWM
41
Cahaba Wealth Management
Georgia
$1.63M -$83.3K -1,720 -5%
BCM
42
Brookstone Capital Management
Illinois
$1.54M +$131K +2,712 +9%
SWP
43
Stratos Wealth Partners
Ohio
$1.5M -$2.86M -59,140 -66%
PFA
44
Professional Financial Advisors
Nebraska
$1.48M +$324K +6,824 +28%
RWM
45
Reston Wealth Management
Virginia
$1.44M +$43.6K +900 +3%
NAS
46
Nicolet Advisory Services
Wisconsin
$1.34M -$6.73K -139 -0.5%
AF
47
Advisornet Financial
Minnesota
$1.29M -$68K -1,404 -5%
FAAM
48
First Ascent Asset Management
Colorado
$1.27M +$62.2K +1,283 +5%
AFP
49
Ausdal Financial Partners
Iowa
$1.23M +$67.9K +1,403 +6%
AL
50
Aspiriant LLC
California
$1.22M +$1.22M +25,206 New