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iShares Core 60/40 Balanced Allocation ETF

263 hedge funds and large institutions have $7.1B invested in iShares Core 60/40 Balanced Allocation ETF in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 124 increasing their positions, 67 reducing their positions, and 19 closing their positions.

Holders
263
Holders Change
+4
Holders Change %
+1.54%
% of All Funds
4.62%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
28
Increased
124
Reduced
67
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KA
51
Kovack Advisors
Florida
$1.84M 33,207 -3,816 -10%
FAAM
52
First Ascent Asset Management
Colorado
$1.81M 32,685 +3,261 +11%
TPWA
53
TRUE Private Wealth Advisors
Oregon
$1.8M 32,448 +2,468 +8%
Jane Street
54
Jane Street
New York
$1.76M 31,780 +19,261 +154%
PAG
55
Private Advisor Group
New Jersey
$1.72M 30,937 +1,643 +6%
ARC
56
Advisor Resource Council
Texas
$1.67M 30,064 +11,964 +66%
Barclays
57
Barclays
United Kingdom
$1.66M 29,968 +29,968 New
OMC
58
Old Mission Capital
Illinois
$1.66M 29,879 +23,889 +399%
NG
59
Northstar Group
New York
$1.65M 29,786 -233 -0.8%
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$1.53M 27,601 +10,974 +66%
CIP
61
Capital Insight Partners
Arizona
$1.52M 27,425 +2,021 +8%
BPA
62
Beacon Pointe Advisors
California
$1.52M 27,348 +27,348 New
NAS
63
Nicolet Advisory Services
Wisconsin
$1.41M 25,321 -1,018 -4%
PA
64
PFG Advisors
Arizona
$1.38M 24,824 +24,824 New
AF
65
Advisornet Financial
Minnesota
$1.35M 24,386 +104 +0.4%
IAN
66
Integrated Advisors Network
Texas
$1.29M 23,237 +23,237 New
SWP
67
Stratos Wealth Partners
Ohio
$1.28M 23,087 -3,545 -13%
CWM
68
Cahaba Wealth Management
Georgia
$1.25M 22,476 -1,408 -6%
PCWA
69
Pacific Capital Wealth Advisors
California
$1.19M 21,492 -528 -2%
Legacy Financial Group (Iowa)
70
Legacy Financial Group (Iowa)
Iowa
$1.16M 20,857 +6,090 +41%
SI
71
SimpliFi Inc
California
$1.15M 20,740 +1,578 +8%
OFG
72
Oxford Financial Group
Indiana
$1.11M 20,070 -2,166 -10%
HI
73
Harbour Investments
Wisconsin
$1.07M 19,217 +151 +0.8%
DAS
74
Dynamic Advisor Solutions
Arizona
$1.06M 19,068 -690 -3%
MCWS
75
McKinley Carter Wealth Services
West Virginia
$1.02M 18,414 +1,039 +6%