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iShares Core 60/40 Balanced Allocation ETF

283 hedge funds and large institutions have $13.3B invested in iShares Core 60/40 Balanced Allocation ETF in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 110 increasing their positions, 94 reducing their positions, and 32 closing their positions.

Holders
283
Holders Change
-14
Holders Change %
-4.71%
% of All Funds
4.48%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
22
Increased
110
Reduced
94
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
51
Brookstone Capital Management
Illinois
$2.27M +$270K +5,127 +13%
CFA
52
Cahill Financial Advisors
Minnesota
$2.17M +$6.26K +116 +0.3%
FAAM
53
First Ascent Asset Management
Colorado
$2.15M +$107K +1,988 +5%
GW
54
GW & Wade
Massachusetts
$2.07M -$44K -815 -2%
IF
55
Integrity Financial
Wyoming
$2.04M -$8.85K -164 -0.4%
PWAG
56
Polaris Wealth Advisory Group
California
$1.98M +$4.68K +88 +0.2%
IAN
57
Integrated Advisors Network
Texas
$1.84M +$72.3K +1,339 +4%
AWM
58
AE Wealth Management
Kansas
$1.81M -$406K -7,517 -18%
PAG
59
Private Advisor Group
New Jersey
$1.77M -$13.2K -245 -0.7%
KA
60
Kovack Advisors
Florida
$1.7M -$16.2K -301 -0.9%
VFP
61
Verus Financial Partners
Virginia
$1.65M -$47K -896 -3%
NG
62
Northstar Group
New York
$1.62M +$43.2K +800 +3%
WWM
63
Western Wealth Management
Colorado
$1.54M +$741K +13,726 +92%
CIP
64
Capital Insight Partners
Arizona
$1.5M -$39.5K -732 -3%
B
65
Brightworth
Georgia
$1.39M -$681K -12,615 -33%
NAS
66
Nicolet Advisory Services
Wisconsin
$1.38M +$10.4K +195 +0.8%
BWA
67
Burt Wealth Advisors
Maryland
$1.34M -$1.41M -26,075 -51%
Stifel Financial
68
Stifel Financial
Missouri
$1.33M -$370K -6,847 -22%
Legacy Financial Group (Iowa)
69
Legacy Financial Group (Iowa)
Iowa
$1.33M +$356K +6,595 +37%
CWM
70
Cahaba Wealth Management
Georgia
$1.23M +$43.9K +868 +4%
SWP
71
Stratos Wealth Partners
Ohio
$1.23M -$1.06M -19,562 -46%
PCWA
72
Pacific Capital Wealth Advisors
California
$1.23M +$66.1K +1,225 +6%
PCMC
73
Private Capital Management (Colorado)
Colorado
$1.23M +$999K +18,510 +442%
AF
74
Advisornet Financial
Minnesota
$1.21M -$15.1K -279 -1%
SI
75
SimpliFi Inc
California
$1.21M +$7.55K +140 +0.6%