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iShares Core 60/40 Balanced Allocation ETF

232 hedge funds and large institutions have $492M invested in iShares Core 60/40 Balanced Allocation ETF in 2020 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 97 increasing their positions, 60 reducing their positions, and 14 closing their positions.

Holders
232
Holders Change
+26
Holders Change %
+12.62%
% of All Funds
4.12%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
44
Increased
97
Reduced
60
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LNC
76
Lincoln National Corp
Pennsylvania
$748K +$129K +2,465 +21%
GPWA
77
Great Point Wealth Advisors
Massachusetts
$747K +$747K +14,317 New
CAN
78
Cetera Advisor Networks
California
$733K +$150K +2,864 +26%
TWP
79
Tempus Wealth Planning
California
$709K +$24K +460 +4%
CFA
80
Carroll Financial Associates
North Carolina
$699K -$21.7K -415 -3%
Lido Advisors
81
Lido Advisors
California
$681K -$25.1K -481 -4%
GFG
82
Greystone Financial Group
Michigan
$680K +$680K +12,657 New
RFN
83
RDA Financial Network
Iowa
$663K +$104 +2 +0%
FSG
84
Financial Strategies Group
Michigan
$655K +$26.2K +503 +4%
GWM
85
Geneos Wealth Management
Colorado
$648K +$165K +3,590 +34%
BRM
86
Boston Research & Management
Massachusetts
$636K -$31.1K -595 -5%
MHS
87
M Holdings Securities
Oregon
$615K +$261 +5 +0%
FFG
88
Fullen Financial Group
Ohio
$614K +$52.7K +1,011 +9%
CFA
89
Camarda Financial Advisors
Florida
$607K +$82.3K +1,577 +16%
RBFC
90
Roman Butler Fullerton & Co
Missouri
$587K
JCM
91
Jacobsen Capital Management
Utah
$586K -$5K -96 -0.8%
Legacy Financial Group (Iowa)
92
Legacy Financial Group (Iowa)
Iowa
$581K +$581K +11,127 New
AWM
93
Avior Wealth Management
Nebraska
$577K -$19.1K -365 -3%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$576K +$340K +6,514 +144%
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
$569K +$12K +230 +2%
SC
96
Scotia Capital
Ontario, Canada
$565K +$45.6K +874 +9%
GVAG
97
Great Valley Advisor Group
Delaware
$549K -$4.23K -81 -0.8%
Stifel Financial
98
Stifel Financial
Missouri
$497K +$497K +9,518 New
CCM
99
Canal Capital Management
Virginia
$492K +$261 +5 +0.1%
EWA
100
EP Wealth Advisors
California
$489K