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iShares Core 60/40 Balanced Allocation ETF

272 hedge funds and large institutions have $752M invested in iShares Core 60/40 Balanced Allocation ETF in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 104 increasing their positions, 95 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
-11
Holders Change %
-3.89%
% of All Funds
4.6%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
New
24
Increased
104
Reduced
95
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFWC
51
Strategic Family Wealth Counselors
New Jersey
$2.25M -$60.1K -1,253 -3%
FAAM
52
First Ascent Asset Management
Colorado
$2.18M +$261K +5,427 +14%
CFA
53
Cahill Financial Advisors
Minnesota
$2.17M +$235K +4,903 +12%
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$2.14M -$659K -13,733 -24%
BCM
55
Brookstone Capital Management
Illinois
$2.03M -$42.6K -888 -2%
CWA
56
Consilium Wealth Advisory
Texas
$1.89M -$3.42M -71,344 -64%
GW
57
GW & Wade
Massachusetts
$1.84M
IF
58
Integrity Financial
Wyoming
$1.82M +$8.69K +181 +0.5%
PWAG
59
Polaris Wealth Advisory Group
California
$1.77M -$17.4K -363 -1%
IAN
60
Integrated Advisors Network
Texas
$1.63M -$4.13K -86 -0.3%
PAG
61
Private Advisor Group
New Jersey
$1.54M -$36K -749 -2%
AWM
62
AE Wealth Management
Kansas
$1.47M -$141K -2,937 -9%
EIG
63
Ellenbecker Investment Group
Wisconsin
$1.46M +$602K +12,550 +71%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$1.44M +$536K +11,177 +59%
NG
65
Northstar Group
New York
$1.44M -$8.11K -169 -0.6%
KA
66
Kovack Advisors
Florida
$1.41M -$104K -2,165 -7%
Renaissance Technologies
67
Renaissance Technologies
New York
$1.4M +$1.4M +29,200 New
CIP
68
Capital Insight Partners
Arizona
$1.32M -$10.5K -218 -0.8%
Legacy Financial Group (Iowa)
69
Legacy Financial Group (Iowa)
Iowa
$1.27M +$87.5K +1,822 +7%
WWM
70
Western Wealth Management
Colorado
$1.26M -$117K -2,443 -9%
PCMC
71
Private Capital Management (Colorado)
Colorado
$1.23M
NAS
72
Nicolet Advisory Services
Wisconsin
$1.19M -$64.9K -1,350 -5%
CL
73
CPWM LLC
Washington
$1.17M +$829K +17,268 +242%
CWM
74
Cahaba Wealth Management
Georgia
$1.1M -$70.4K -1,468 -6%
SWP
75
Stratos Wealth Partners
Ohio
$1.1M