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iShares Core 60/40 Balanced Allocation ETF

193 hedge funds and large institutions have $435M invested in iShares Core 60/40 Balanced Allocation ETF in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 71 increasing their positions, 70 reducing their positions, and 30 closing their positions.

Holders
193
Holders Change
-7
Holders Change %
-3.5%
% of All Funds
3.97%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
26
Increased
71
Reduced
70
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PPA
101
Parametric Portfolio Associates
Washington
$354K -$2.19M -47,153 -86%
CAS
102
Cascadia Advisory Services
Oregon
$352K +$352K +7,587 New
CA
103
Calton & Associates
Florida
$351K -$28.9K -623 -8%
SCM
104
Stonehearth Capital Management
Massachusetts
$350K -$52.4K -1,092 -13%
F
105
F3Logic
Minnesota
$346K +$16.5K +354 +5%
WWM
106
Western Wealth Management
Colorado
$340K
SS
107
Simplicity Solutions
Minnesota
$332K -$25.1K -541 -7%
BFA
108
Beacon Financial Advisory
Ohio
$317K +$1.3K +28 +0.4%
WOSD
109
WFA of San Diego
California
$314K +$314K +6,518 New
PPP
110
Private Portfolio Partners
New Jersey
$311K -$50.8K -1,094 -14%
FAIM
111
Financial Advocates Investment Management
Washington
$308K +$308K +4,214 New
PA
112
PFG Advisors
Arizona
$302K -$93K -1,975 -24%
BSWM
113
Boston Standard Wealth Management
Massachusetts
$301K -$11.4K -245 -4%
Fidelity Investments
114
Fidelity Investments
Massachusetts
$288K -$57K -1,227 -17%
PFS
115
Prospera Financial Services
Texas
$285K +$285K +6,150 New
FAAS
116
First Allied Advisory Services
California
$278K -$112K -2,406 -29%
TA
117
Tiedemann Advisors
New York
$275K
MFGP
118
Marshall Financial Group (Pennsylvania)
Pennsylvania
$273K +$3.85K +83 +1%
OAM
119
Occidental Asset Management
California
$252K -$12.7K -274 -5%
AC
120
Alexandria Capital
Virginia
$250K -$129K -2,787 -34%
HIA
121
Harbor Investment Advisory
Maryland
$250K +$7.06K +152 +3%
VHAM
122
Van Hulzen Asset Management
California
$247K -$52.2K -1,123 -17%
PA
123
Parallel Advisors
California
$244K +$44.8K +967 +22%
KA
124
Kovack Advisors
Florida
$244K +$244K +5,270 New
RIL
125
Rothschild Investment LLC
Illinois
$232K