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iShares Core 60/40 Balanced Allocation ETF

259 hedge funds and large institutions have $566M invested in iShares Core 60/40 Balanced Allocation ETF in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 98 increasing their positions, 80 reducing their positions, and 20 closing their positions.

Holders
259
Holders Change
+11
Holders Change %
+4.44%
% of All Funds
4.52%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
33
Increased
98
Reduced
80
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FAAM
51
First Ascent Asset Management
Colorado
$1.65M 29,424 +558 +2%
PAG
52
Private Advisor Group
New Jersey
$1.64M 29,294 +502 +2%
HPC
53
Hobart Private Capital
North Carolina
$1.5M 26,796 -1,949 -7%
SWP
54
Stratos Wealth Partners
Ohio
$1.49M 26,632 -480 -2%
NAS
55
Nicolet Advisory Services
Wisconsin
$1.48M 26,339 +448 +2%
CIP
56
Capital Insight Partners
Arizona
$1.42M 25,404 +1,557 +7%
FAIM
57
Financial Advocates Investment Management
Washington
$1.41M 45,777 +40,333 +741%
AF
58
Advisornet Financial
Minnesota
$1.36M 24,282 +1,123 +5%
CWM
59
Cahaba Wealth Management
Georgia
$1.34M 23,884 -5,351 -18%
OFG
60
Oxford Financial Group
Indiana
$1.25M 22,236 +722 +3%
PCWA
61
Pacific Capital Wealth Advisors
California
$1.23M 22,020 +65 +0.3%
DAS
62
Dynamic Advisor Solutions
Arizona
$1.11M 19,758 -4,051 -17%
SI
63
SimpliFi Inc
California
$1.07M 19,162 +19,162 New
HI
64
Harbour Investments
Wisconsin
$1.07M 19,066 -2,448 -11%
ARC
65
Advisor Resource Council
Texas
$1.01M 18,100 +18,100 New
W
66
Wealthquest
Ohio
$991K 17,711 -2,208 -11%
MCWS
67
McKinley Carter Wealth Services
West Virginia
$973K 17,375 +706 +4%
PFA
68
Professional Financial Advisors
Nebraska
$967K 17,238 -25 -0.1%
ACS
69
Archford Capital Strategies
Illinois
$942K 16,815 -2,409 -13%
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$931K 16,627 -7,887 -32%
SC
71
Scotia Capital
Ontario, Canada
$915K 16,342 +2,289 +16%
SWP
72
Summit Wealth Partners
Florida
$902K 16,104 +427 +3%
CCP
73
Cardan Capital Partners
Colorado
$840K 14,992 -157 -1%
EA
74
Efficient Advisors
Ohio
$830K 14,818 -212 -1%
Legacy Financial Group (Iowa)
75
Legacy Financial Group (Iowa)
Iowa
$827K 14,767 +2,052 +16%