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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 %
National Bank of Canada
26
National Bank of Canada
Quebec, Canada
$5.69M +$888K +17,050 +18%
TPWA
27
TRUE Private Wealth Advisors
Oregon
$5.2M +$2.97M +57,549 +133%
CA
28
Calton & Associates
Florida
$5.16M +$44.7K +828 +0.9%
IPW
29
IronBridge Private Wealth
Texas
$5.08M -$1.13M -20,919 -18%
Brown Advisory
30
Brown Advisory
Maryland
$5.02M
WCG
31
Weaver Consulting Group
California
$4.98M -$45.7K -847 -0.9%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$4.95M -$2.39M -44,357 -33%
LIA
33
LBMC Investment Advisors
Tennessee
$4.29M -$42.5K -788 -1%
PAMG
34
Patton Albertson Miller Group
Tennessee
$4.16M -$89.5K -1,658 -2%
WA
35
Waverly Advisors
Alabama
$3.92M +$69.9K +1,295 +2%
SFG
36
Sage Financial Group
Pennsylvania
$3.87M -$1.01M -18,666 -21%
MSA
37
Marino Stram & Associates
Massachusetts
$3.87M -$136K -2,513 -3%
FHC
38
Fort Henry Capital
West Virginia
$3.65M -$37.6K -696 -1%
HIP
39
Harrell Investment Partners
Texas
$3.56M -$167K -3,088 -4%
NWM
40
Northwest Wealth Management
Iowa
$3.36M -$112K -2,084 -3%
VIP
41
Viewpoint Investment Partners
Alberta, Canada
$3.29M
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$3.15M +$533K +9,878 +20%
RFA
43
RTD Financial Advisors
Pennsylvania
$2.98M +$175K +3,247 +6%
SFG
44
StrategIQ Financial Group
Indiana
$2.82M +$113K +2,095 +4%
Truist Financial
45
Truist Financial
North Carolina
$2.7M -$990K -18,355 -27%
Ameriprise
46
Ameriprise
Minnesota
$2.66M -$1.68M -30,567 -39%
VWA
47
Visionary Wealth Advisors
Illinois
$2.62M -$157K -2,911 -6%
RJA
48
Raymond James & Associates
Florida
$2.6M -$9.17M -169,990 -78%
SFWC
49
Strategic Family Wealth Counselors
New Jersey
$2.6M -$252K -4,674 -9%
AAS
50
Annex Advisory Services
Wisconsin
$2.53M +$83.1K +1,540 +3%