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iShares Core 60/40 Balanced Allocation ETF

263 hedge funds and large institutions have $7.1B invested in iShares Core 60/40 Balanced Allocation ETF in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 124 increasing their positions, 67 reducing their positions, and 19 closing their positions.

Holders
263
Holders Change
+4
Holders Change %
+1.54%
% of All Funds
4.62%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
28
Increased
124
Reduced
67
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PFA
76
Professional Financial Advisors
Nebraska
$991K 17,866 +628 +4%
RVPG
77
Relative Value Partners Group
$988K 17,806 +17,806 New
W
78
Wealthquest
Ohio
$964K 17,386 -325 -2%
ACS
79
Archford Capital Strategies
Illinois
$911K 16,420 -395 -2%
SWP
80
Summit Wealth Partners
Florida
$898K 16,192 +88 +0.5%
CCP
81
Cardan Capital Partners
Colorado
$872K 15,712 +720 +5%
SC
82
Scotia Capital
Ontario, Canada
$840K 15,136 -1,206 -7%
SS
83
Sunbelt Securities
Texas
$807K 14,482
EA
84
Efficient Advisors
Ohio
$789K 14,217 -601 -4%
IWC
85
Integrated Wealth Concepts
Massachusetts
$772K 13,919 +119 +0.9%
CAN
86
Cetera Advisor Networks
California
$767K 13,832 -432 -3%
TC
87
Trilogy Capital
California
$737K 13,282 -213 -2%
GPWA
88
Great Point Wealth Advisors
Massachusetts
$716K 12,902 +9 +0.1%
CFA
89
Carroll Financial Associates
North Carolina
$706K 12,742
AAS
90
Avantax Advisory Services
Texas
$684K 12,371 +824 +7%
RBFC
91
Roman Butler Fullerton & Co
Missouri
$683K 12,140 +12,140 New
UCFA
92
United Capital Financial Advisors
Texas
$678K 12,222 +363 +3%
FFG
93
Fullen Financial Group
Ohio
$678K 12,050 +473 +4%
LNC
94
Lincoln National Corp
Pennsylvania
$669K 12,063 +59 +0.5%
FSG
95
Financial Strategies Group
Michigan
$666K 11,999 -443 -4%
GWM
96
Geneos Wealth Management
Colorado
$654K 11,729 -106 -0.9%
TWP
97
Tempus Wealth Planning
California
$645K 11,620 +68 +0.6%
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$619K 11,161 -483 -4%
BAM
99
Belpointe Asset Management
Nevada
$612K 11,031 +886 +9%
GFG
100
Greystone Financial Group
Michigan
$611K 11,016 -2,591 -19%