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iShares Core 60/40 Balanced Allocation ETF

272 hedge funds and large institutions have $752M invested in iShares Core 60/40 Balanced Allocation ETF in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 104 increasing their positions, 95 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
-11
Holders Change %
-3.89%
% of All Funds
4.6%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
New
24
Increased
104
Reduced
95
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PCWA
76
Pacific Capital Wealth Advisors
California
$1.1M +$6.53K +136 +0.6%
VFP
77
Verus Financial Partners
Virginia
$1.08M -$454K -9,295 -30%
Citadel Advisors
78
Citadel Advisors
Florida
$1.08M +$543K +11,302 +101%
AF
79
Advisornet Financial
Minnesota
$1.08M +$3.07K +64 +0.3%
SI
80
SimpliFi Inc
California
$1.03M -$41.8K -870 -4%
BWA
81
Burt Wealth Advisors
Maryland
$1.03M -$159K -3,314 -13%
RVPG
82
Relative Value Partners Group
$933K +$8.44K +169 +0.9%
MA
83
Mutual Advisors
Nebraska
$925K +$183K +3,817 +25%
AWS
84
Atria Wealth Solutions
New York
$893K +$404K +8,409 +82%
TWP
85
Tempus Wealth Planning
California
$864K +$2.4K +50 +0.3%
CPWMP
86
Cardinal Point Wealth Management Partners
California
$854K +$201K +4,175 +31%
CCWA
87
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$841K +$51.3K +1,068 +6%
HI
88
Harbour Investments
Wisconsin
$817K +$817K +17,026 New
HighTower Advisors
89
HighTower Advisors
Illinois
$815K +$173K +3,599 +27%
MCWS
90
McKinley Carter Wealth Services
West Virginia
$797K +$11.1K +232 +1%
OFG
91
Oxford Financial Group
Indiana
$785K -$30.6K -638 -4%
TC
92
Trilogy Capital
California
$781K +$61.2K +1,275 +9%
IP
93
Investment Partners
Ohio
$771K +$71.2K +1,482 +10%
PFA
94
Professional Financial Advisors
Nebraska
$756K -$190K -3,957 -20%
ACS
95
Archford Capital Strategies
Illinois
$756K +$17.8K +370 +2%
SW
96
SlateStone Wealth
Florida
$741K -$60K -1,250 -7%
AF
97
Allworth Financial
California
$736K +$287K +5,974 +64%
GCM
98
G2 Capital Management
Ohio
$731K
WA
99
WBH Advisory
Maryland
$719K +$719K +15,059 New
MBFW
100
Morton Brown Family Wealth
Pennsylvania
$716K -$8.49K -177 -1%