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iShares Core 60/40 Balanced Allocation ETF

263 hedge funds and large institutions have $7.1B invested in iShares Core 60/40 Balanced Allocation ETF in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 124 increasing their positions, 67 reducing their positions, and 19 closing their positions.

Holders
263
Holders Change
+4
Holders Change %
+1.54%
% of All Funds
4.62%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
28
Increased
124
Reduced
67
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PAMG
26
Patton Albertson Miller Group
Tennessee
$4.31M 77,776 +1,766 +2%
CA
27
Calton & Associates
Florida
$4.3M 77,514 +15,281 +25%
MSA
28
Marino Stram & Associates
Massachusetts
$4.12M 74,261 +74,261 New
HIP
29
Harrell Investment Partners
Texas
$4.1M 73,971 +2,189 +3%
WA
30
Waverly Advisors
Alabama
$3.77M 65,672 -2,851 -4%
NWM
31
Northwest Wealth Management
Iowa
$3.51M 63,226 +209 +0.3%
SFG
32
Sage Financial Group
Pennsylvania
$3.47M 62,619 +1,842 +3%
SFG
33
StrategIQ Financial Group
Indiana
$2.82M 50,903 -2,370 -4%
SFWC
34
Strategic Family Wealth Counselors
New Jersey
$2.8M 50,524 -446 -0.9%
VWA
35
Visionary Wealth Advisors
Illinois
$2.73M 49,137 +4,536 +10%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$2.71M 48,911 +2,612 +6%
BWA
37
Burt Wealth Advisors
Maryland
$2.71M 48,785 +4 +0%
Ameriprise
38
Ameriprise
Minnesota
$2.56M 46,200 +1,141 +3%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$2.49M 44,949 +44,949 New
AAS
40
Annex Advisory Services
Wisconsin
$2.32M 41,741 -4,610 -10%
Brown Advisory
41
Brown Advisory
Maryland
$2.27M 40,900 +40,900 New
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$2.23M 40,213 +8,804 +28%
CFA
43
Cahill Financial Advisors
Minnesota
$2.21M 39,914 -381 -0.9%
Truist Financial
44
Truist Financial
North Carolina
$2.18M 39,210 -1,630 -4%
GW
45
GW & Wade
Massachusetts
$2.17M 39,172 +1,144 +3%
PWAG
46
Polaris Wealth Advisory Group
California
$2.13M 38,342 +74 +0.2%
B
47
Brightworth
Georgia
$2.12M 38,271 +38,271 New
GM
48
GeoWealth Management
Illinois
$2.1M 37,756 +37,756 New
BCM
49
Brookstone Capital Management
Illinois
$2.04M 36,630 +828 +2%
VFP
50
Verus Financial Partners
Virginia
$1.91M 33,902 -646 -2%