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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 %
SFG
26
Sage Financial Group
Pennsylvania
$5.54M +$2.1M +43,719 +61%
WA
27
Waverly Advisors
Alabama
$5.32M +$1.83M +38,180 +53%
TPWA
28
TRUE Private Wealth Advisors
Oregon
$5.23M +$391K +8,140 +8%
PA
29
Paragon Advisors
Texas
$5.09M +$5.09M +106,095 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$4.79M -$451K -9,390 -9%
Brown Advisory
31
Brown Advisory
Maryland
$4.47M
WCG
32
Weaver Consulting Group
California
$4.38M -$41.4K -863 -0.9%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$4.14M -$264K -5,500 -6%
LIA
34
LBMC Investment Advisors
Tennessee
$3.82M +$3.41K +71 +0.1%
Truist Financial
35
Truist Financial
North Carolina
$3.71M +$1.31M +27,248 +54%
PAMG
36
Patton Albertson Miller Group
Tennessee
$3.69M -$13.7K -285 -0.4%
CA
37
Calton & Associates
Florida
$3.52M -$1.07M -22,304 -23%
AI
38
Atria Investments
North Carolina
$3.48M -$4.86M -101,171 -58%
MSA
39
Marino Stram & Associates
Massachusetts
$3.45M +$10.7K +223 +0.3%
FHC
40
Fort Henry Capital
West Virginia
$3.31M +$56.9K +1,186 +2%
Franklin Resources
41
Franklin Resources
California
$3.12M +$3.12M +65,015 New
AT
42
Arden Trust
Delaware
$3.12M +$3.12M +65,015 New
HIP
43
Harrell Investment Partners
Texas
$3.09M -$76.7K -1,598 -2%
NWM
44
Northwest Wealth Management
Iowa
$2.89M -$102K -2,128 -3%
VIP
45
Viewpoint Investment Partners
Alberta, Canada
$2.76M
Ameriprise
46
Ameriprise
Minnesota
$2.74M +$428K +8,916 +18%
RFA
47
RTD Financial Advisors
Pennsylvania
$2.47M -$182K -3,791 -7%
AAS
48
Annex Advisory Services
Wisconsin
$2.36M +$106K +2,212 +5%
VWA
49
Visionary Wealth Advisors
Illinois
$2.34M +$15.5K +323 +0.7%
SFG
50
StrategIQ Financial Group
Indiana
$2.33M -$178K -3,707 -7%