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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.

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 %
MHS
76
M Holdings Securities
Oregon
$571K -$2.33K -48 -0.4%
SWP
77
Summit Wealth Partners
Florida
$564K -$20.6K -425 -4%
AWM
78
Avior Wealth Management
Nebraska
$553K +$26.3K +543 +5%
JCM
79
Jacobsen Capital Management
Utah
$549K -$123K -2,547 -18%
RBFC
80
Roman Butler Fullerton & Co
Missouri
$545K
CAN
81
Cetera Advisor Networks
California
$541K +$66.2K +1,366 +14%
UCFA
82
United Capital Financial Advisors
Texas
$539K +$54.2K +1,119 +11%
FFG
83
Fullen Financial Group
Ohio
$521K +$34.2K +706 +7%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$517K +$78.1K +1,613 +18%
GVAG
85
Great Valley Advisor Group
Delaware
$513K +$513K +10,600 New
APA
86
American Portfolios Advisors
New York
$508K -$126K -2,607 -20%
GWM
87
Geneos Wealth Management
Colorado
$505K -$23K -480 -4%
AIP
88
Ahrens Investment Partners
Louisiana
$490K -$19.9K -410 -4%
CFA
89
Camarda Financial Advisors
Florida
$487K -$13.5K -279 -3%
SC
90
Scotia Capital
Ontario, Canada
$482K -$41.4K -855 -8%
SS
91
Simplicity Solutions
Minnesota
$470K +$123K +2,543 +36%
Fifth Third Bancorp
92
Fifth Third Bancorp
Ohio
$469K +$261K +5,390 +125%
HSWM
93
Hubbell Strickland Wealth Management
Louisiana
$459K -$630 -13 -0.1%
CCM
94
Canal Capital Management
Virginia
$457K -$34.5K -711 -7%
EWA
95
EP Wealth Advisors
California
$454K -$71.6K -1,478 -14%
RJA
96
Raymond James & Associates
Florida
$454K +$72.1K +1,489 +19%
WWM
97
Western Wealth Management
Colorado
$435K +$80.7K +1,667 +23%
AIA
98
Arbor Investment Advisors
North Carolina
$421K -$33.1K -683 -7%
SW
99
SlateStone Wealth
Florida
$416K -$219K -4,520 -34%
MPPLM
100
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$378K +$7.61K +157 +2%