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iShares Core 60/40 Balanced Allocation ETF

259 hedge funds and large institutions have $566M invested in iShares Core 60/40 Balanced Allocation ETF in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 98 increasing their positions, 80 reducing their positions, and 20 closing their positions.

Holders
259
Holders Change
+11
Holders Change %
+4.44%
% of All Funds
4.52%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
33
Increased
98
Reduced
80
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SS
76
Sunbelt Securities
Texas
$807K 14,482 +1,110 +8%
CAN
77
Cetera Advisor Networks
California
$799K 14,264 +232 +2%
IWC
78
Integrated Wealth Concepts
Massachusetts
$773K 13,800 -357 -3%
GFG
79
Greystone Financial Group
Michigan
$762K 13,607 -221 -2%
TC
80
Trilogy Capital
California
$759K 13,495 -4,595 -25%
GPWA
81
Great Point Wealth Advisors
Massachusetts
$722K 12,893 -180 -1%
CFA
82
Carroll Financial Associates
North Carolina
$713K 12,742 -445 -3%
Jane Street
83
Jane Street
New York
$701K 12,519 +12,519 New
FSG
84
Financial Strategies Group
Michigan
$697K 12,442 -402 -3%
MHS
85
M Holdings Securities
Oregon
$687K 12,265 +837 +7%
LNC
86
Lincoln National Corp
Pennsylvania
$672K 12,004 +25 +0.2%
UCFA
87
United Capital Financial Advisors
Texas
$664K 11,859 +427 +4%
GWM
88
Geneos Wealth Management
Colorado
$663K 11,835 -1,692 -13%
Janney Montgomery Scott
89
Janney Montgomery Scott
Pennsylvania
$652K 11,644 -364 -3%
CFA
90
Camarda Financial Advisors
Florida
$650K 11,615 -1,315 -10%
FFG
91
Fullen Financial Group
Ohio
$648K 11,577 -599 -5%
TWP
92
Tempus Wealth Planning
California
$647K 11,552 -2,080 -15%
AAS
93
Avantax Advisory Services
Texas
$647K 11,547 +200 +2%
Lido Advisors
94
Lido Advisors
California
$617K 11,013 -5 -0%
HFA
95
High Falls Advisors
New York
$610K 10,900 +5,691 +109%
WWM
96
Western Wealth Management
Colorado
$596K 10,631 +4 +0%
Cetera Investment Advisers
97
Cetera Investment Advisers
Illinois
$592K 10,578 +2,100 +25%
BRM
98
Boston Research & Management
Massachusetts
$569K 10,173 -715 -7%
BAM
99
Belpointe Asset Management
Nevada
$568K 10,145 +10,145 New
CPWM
100
Cardinal Point Wealth Management
California
$530K 9,457 +2,225 +31%