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iShares Core 60/40 Balanced Allocation ETF

206 hedge funds and large institutions have $456M invested in iShares Core 60/40 Balanced Allocation ETF in 2020 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 72 increasing their positions, 78 reducing their positions, and 13 closing their positions.

Holders
206
Holders Change
+13
Holders Change %
+6.74%
% of All Funds
4.17%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
28
Increased
72
Reduced
78
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
101
Calton & Associates
Florida
$369K +$2.57K +53 +0.7%
BFA
102
Beacon Financial Advisory
Ohio
$365K +$33.5K +693 +10%
JPMorgan Chase & Co
103
JPMorgan Chase & Co
New York
$350K -$30.4K -629 -8%
SCM
104
Stonehearth Capital Management
Massachusetts
$340K -$14K -289 -4%
PPP
105
Private Portfolio Partners
New Jersey
$325K +$727 +15 +0.2%
TFS
106
TrustCore Financial Services
Tennessee
$323K -$154K -3,181 -32%
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$315K -$3.25M -66,953 -91%
MFGP
108
Marshall Financial Group (Pennsylvania)
Pennsylvania
$301K +$15.9K +327 +6%
Fidelity Investments
109
Fidelity Investments
Massachusetts
$300K -$48 -1 -0%
AIP
110
Almanack Investment Partners
Pennsylvania
$299K +$299K +5,969 New
PFS
111
Prospera Financial Services
Texas
$298K
CAS
112
Cascadia Advisory Services
Oregon
$293K -$74.5K -1,538 -20%
PA
113
PFG Advisors
Arizona
$291K -$22K -450 -7%
FAAS
114
First Allied Advisory Services
California
$290K +$387 +8 +0.1%
HighTower Advisors
115
HighTower Advisors
Illinois
$287K -$272K -5,638 -49%
TA
116
Tiedemann Advisors
New York
$287K
AC
117
Alexandria Capital
Virginia
$279K +$18K +373 +7%
BSWM
118
Boston Standard Wealth Management
Massachusetts
$277K -$38.2K -788 -12%
HIA
119
Harbor Investment Advisory
Maryland
$269K +$8K +165 +3%
FWM
120
Frontier Wealth Management
Missouri
$262K +$262K +5,409 New
VHAM
121
Van Hulzen Asset Management
California
$257K -$194 -4 -0.1%
IWC
122
Integrated Wealth Concepts
Massachusetts
$249K +$249K +5,139 New
PPA
123
Parametric Portfolio Associates
Washington
$248K -$122K -2,506 -33%
BOPW
124
Brandywine Oak Private Wealth
Pennsylvania
$245K +$8.47K +175 +4%
OAM
125
Occidental Asset Management
California
$243K -$20.4K -420 -8%