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iShares Core 60/40 Balanced Allocation ETF

193 hedge funds and large institutions have $435M invested in iShares Core 60/40 Balanced Allocation ETF in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 71 increasing their positions, 70 reducing their positions, and 30 closing their positions.

Holders
193
Holders Change
-7
Holders Change %
-3.5%
% of All Funds
3.97%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
26
Increased
71
Reduced
70
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFA
51
Professional Financial Advisors
Nebraska
$1.13M -$3.25K -70 -0.3%
PAG
52
Private Advisor Group
New Jersey
$1.13M -$444K -9,570 -28%
AFP
53
Ausdal Financial Partners
Iowa
$1.12M -$23.6K -508 -2%
EA
54
Efficient Advisors
Ohio
$1.05M -$10.6K -228 -1%
ACS
55
Archford Capital Strategies
Illinois
$1.04M -$11.3K -243 -1%
TC
56
Trilogy Capital
California
$927K -$91.4K -1,915 -9%
CCP
57
Cardan Capital Partners
Colorado
$920K +$84.6K +1,825 +10%
SFWA
58
Summit Financial Wealth Advisors
Louisiana
$911K -$759K -16,154 -45%
PCWA
59
Pacific Capital Wealth Advisors
California
$910K +$192K +4,138 +27%
CIP
60
Capital Insight Partners
Arizona
$859K -$35.3K -760 -4%
JFA
61
JNBA Financial Advisors
Minnesota
$799K +$598K +12,884 +297%
AWM
62
AE Wealth Management
Kansas
$740K -$58.6K -1,264 -7%
RCA
63
Rowland Carmichael Advisors
Arizona
$722K -$417K -8,993 -37%
W
64
Wealthquest
Ohio
$685K +$685K +14,787 New
Lido Advisors
65
Lido Advisors
California
$683K -$7.42K -160 -1%
CFA
66
Carroll Financial Associates
North Carolina
$673K +$36.5K +787 +6%
JCM
67
Jacobsen Capital Management
Utah
$644K +$644K +13,888 New
HPC
68
Hobart Private Capital
North Carolina
$643K +$643K +13,868 New
TWP
69
Tempus Wealth Planning
California
$635K -$30.7K -661 -5%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$613K +$143K +3,072 +30%
SW
71
SlateStone Wealth
Florida
$608K -$263K -5,673 -30%
APA
72
American Portfolios Advisors
New York
$608K -$76K -1,638 -11%
RFN
73
RDA Financial Network
Iowa
$589K -$6.96K -150 -1%
BRM
74
Boston Research & Management
Massachusetts
$565K -$34.8K -750 -6%
SWP
75
Summit Wealth Partners
Florida
$560K +$1.95K +42 +0.3%