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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.

New
Increased
Maintained
Reduced
Closed
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 %
RCA
51
Rowland Carmichael Advisors
Arizona
$1.18M +$423K +8,731 +56%
PAG
52
Private Advisor Group
New Jersey
$1.14M -$39.2K -810 -3%
EA
53
Efficient Advisors
Ohio
$1.09M -$11.1K -229 -1%
ACS
54
Archford Capital Strategies
Illinois
$1.05M -$32.4K -668 -3%
TC
55
Trilogy Capital
California
$1.04M +$93.9K +1,938 +10%
CCP
56
Cardan Capital Partners
Colorado
$1M +$40.3K +832 +4%
CIP
57
Capital Insight Partners
Arizona
$941K +$43.7K +901 +5%
SFWA
58
Summit Financial Wealth Advisors
Louisiana
$927K
PCWA
59
Pacific Capital Wealth Advisors
California
$914K -$36.1K -746 -4%
AWM
60
AE Wealth Management
Kansas
$870K +$97.5K +2,013 +13%
HPC
61
Hobart Private Capital
North Carolina
$836K +$164K +3,387 +24%
Jane Street
62
Jane Street
New York
$792K -$3.07M -63,480 -80%
JFA
63
JNBA Financial Advisors
Minnesota
$777K -$56.9K -1,176 -7%
AAS
64
Avantax Advisory Services
Texas
$776K +$776K +16,002 New
W
65
Wealthquest
Ohio
$726K +$10K +207 +1%
HIP
66
Harrell Investment Partners
Texas
$706K +$706K +14,578 New
FAIM
67
Financial Advocates Investment Management
Washington
$671K +$310K +3,625 +86%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$668K -$654K -13,500 -49%
CFA
69
Carroll Financial Associates
North Carolina
$668K -$34.6K -715 -5%
Lido Advisors
70
Lido Advisors
California
$656K -$57.2K -1,180 -8%
TWP
71
Tempus Wealth Planning
California
$636K -$27.3K -564 -4%
BRM
72
Boston Research & Management
Massachusetts
$619K +$28.7K +593 +5%
RFN
73
RDA Financial Network
Iowa
$615K +$48 +1 +0%
FSG
74
Financial Strategies Group
Michigan
$584K +$582 +12 +0.1%
LNC
75
Lincoln National Corp
Pennsylvania
$575K +$3.73K +77 +0.7%