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iShares Core 60/40 Balanced Allocation ETF

283 hedge funds and large institutions have $13.3B invested in iShares Core 60/40 Balanced Allocation ETF in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 110 increasing their positions, 94 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
-14
Holders Change %
-4.71%
% of All Funds
4.48%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
22
Increased
110
Reduced
94
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFA
76
Professional Financial Advisors
Nebraska
$1.06M +$73.6K +1,364 +7%
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$1.01M -$161K -2,980 -14%
RVPG
78
Relative Value Partners Group
$1M
TWP
79
Tempus Wealth Planning
California
$968K +$283K +5,254 +41%
EIG
80
Ellenbecker Investment Group
Wisconsin
$958K +$392K +7,262 +69%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$937K +$134K +2,464 +17%
DAS
82
Dynamic Advisor Solutions
Arizona
$931K -$109K -2,023 -10%
OFG
83
Oxford Financial Group
Indiana
$917K -$169K -3,123 -16%
W
84
Wealthquest
Ohio
$914K
SWP
85
Summit Wealth Partners
Florida
$901K -$3.51K -65 -0.4%
SW
86
SlateStone Wealth
Florida
$900K +$87.8K +1,627 +11%
CCWA
87
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$888K +$155K +2,865 +21%
MCWS
88
McKinley Carter Wealth Services
West Virginia
$884K -$81.4K -1,507 -8%
MA
89
Mutual Advisors
Nebraska
$834K +$59.8K +1,108 +8%
FAIM
90
Financial Advocates Investment Management
Washington
$825K -$3.62M -40,221 -81%
ACS
91
Archford Capital Strategies
Illinois
$824K -$45.2K -844 -5%
GCM
92
G2 Capital Management
Ohio
$821K
MBFW
93
Morton Brown Family Wealth
Pennsylvania
$815K -$388K -7,183 -32%
ARC
94
Advisor Resource Council
Texas
$814K -$167K -3,093 -17%
SC
95
Scotia Capital
Ontario, Canada
$811K -$2.37K -44 -0.3%
TC
96
Trilogy Capital
California
$809K +$118K +2,189 +17%
GFG
97
Greystone Financial Group
Michigan
$799K +$86.9K +1,611 +12%
IP
98
Investment Partners
Ohio
$786K +$786K +14,573 New
CAN
99
Cetera Advisor Networks
California
$757K +$20.3K +376 +3%
CPWMP
100
Cardinal Point Wealth Management Partners
California
$734K +$12.1K +225 +2%