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iShares Core 60/40 Balanced Allocation ETF

248 hedge funds and large institutions have $556M invested in iShares Core 60/40 Balanced Allocation ETF in 2021 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 75 increasing their positions, 88 reducing their positions, and 22 closing their positions.

Holders
248
Holders Change
+16
Holders Change %
+6.9%
% of All Funds
4.37%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
40
Increased
75
Reduced
88
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
IWC
76
Integrated Wealth Concepts
Massachusetts
$758K 14,157 +14,157 New
SC
77
Scotia Capital
Ontario, Canada
$753K 14,053 +3,229 +30%
CAN
78
Cetera Advisor Networks
California
$752K 14,032 -1 -0%
GWM
79
Geneos Wealth Management
Colorado
$742K 13,527 -613 -4%
TWP
80
Tempus Wealth Planning
California
$730K 13,632 +52 +0.4%
SS
81
Sunbelt Securities
Texas
$716K 13,372 -1,988 -13%
CFA
82
Carroll Financial Associates
North Carolina
$706K 13,187 -205 -2%
GPWA
83
Great Point Wealth Advisors
Massachusetts
$700K 13,073 -1,244 -9%
CFA
84
Camarda Financial Advisors
Florida
$693K 12,930 +1,299 +11%
FSG
85
Financial Strategies Group
Michigan
$688K 12,844 +290 +2%
Legacy Financial Group (Iowa)
86
Legacy Financial Group (Iowa)
Iowa
$681K 12,715 +1,588 +14%
BCM
87
BlueCrest Capital Management
Jersey
$681K 12,718 +12,718 New
RFN
88
RDA Financial Network
Iowa
$672K 12,548 -150 -1%
FFG
89
Fullen Financial Group
Ohio
$652K 12,176 +407 +3%
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$643K 12,008 +1,105 +10%
LNC
91
Lincoln National Corp
Pennsylvania
$642K 11,979 -2,349 -16%
RBFC
92
Roman Butler Fullerton & Co
Missouri
$631K 11,490 +245 +2%
UCFA
93
United Capital Financial Advisors
Texas
$612K 11,432 -4,802 -30%
MHS
94
M Holdings Securities
Oregon
$612K 11,428 -358 -3%
AAS
95
Avantax Advisory Services
Texas
$606K 11,347 +5,085 +81%
Mercer Global Advisors
96
Mercer Global Advisors
Colorado
$600K 11,200 +11,200 New
MA
97
Mutual Advisors
Nebraska
$599K 11,185 +11,185 New
Lido Advisors
98
Lido Advisors
California
$590K 11,018 -2,043 -16%
GVAG
99
Great Valley Advisor Group
Delaware
$585K 10,926 +407 +4%
BRM
100
Boston Research & Management
Massachusetts
$583K 10,888 -1,297 -11%