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iShares Core 60/40 Balanced Allocation ETF

248 hedge funds and large institutions have $556M invested in iShares Core 60/40 Balanced Allocation ETF in 2021 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 75 increasing their positions, 88 reducing their positions, and 22 closing their positions.

Holders
248
Holders Change
+16
Holders Change %
+6.9%
% of All Funds
4.37%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
40
Increased
75
Reduced
88
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WWM
101
Western Wealth Management
Colorado
$569K 10,627 +1,409 +15%
AIP
102
Ahrens Investment Partners
Louisiana
$551K 10,282 +938 +10%
CCM
103
Canal Capital Management
Virginia
$510K 9,515 +81 +0.9%
CAG
104
Compass Advisory Group
New York
$506K 9,440 +9,440 New
AWM
105
Avior Wealth Management
Nebraska
$477K 8,915 -2,139 -19%
AIA
106
Arbor Investment Advisors
North Carolina
$467K 8,725 -27 -0.3%
CF
107
Centaurus Financial
California
$465K 8,686 +69 +0.8%
HSWM
108
Hubbell Strickland Wealth Management
Louisiana
$459K 8,572 -435 -5%
Cetera Investment Advisers
109
Cetera Investment Advisers
Illinois
$454K 8,478 +1,592 +23%
GIA
110
Gladstone Institutional Advisory
Florida
$448K 8,360 +8,360 New
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$443K 8,276 -2,764 -25%
SFWA
112
Summit Financial Wealth Advisors
Louisiana
$443K 8,480
JCM
113
Jacobsen Capital Management
Utah
$424K 7,921 -3,324 -30%
Rockefeller Capital Management
114
Rockefeller Capital Management
New York
$420K 7,859 +7,859 New
JPMorgan Chase & Co
115
JPMorgan Chase & Co
New York
$418K 7,804 +468 +6%
BWM
116
Bulltick Wealth Management
Florida
$414K 7,722 -7,722 -50%
JWBC
117
John W. Brooker & Co
California
$411K 7,668 +6,581 +605%
BFA
118
Beacon Financial Advisory
Ohio
$408K 7,610
PFS
119
Prospera Financial Services
Texas
$396K 7,388 +735 +11%
KOC
120
Koss-Olinger Consulting
Florida
$395K 7,368 +7,368 New
CL
121
COWA LLC
Oklahoma
$393K 7,221 +629 +10%
CPWM
122
Cardinal Point Wealth Management
California
$387K 7,232
TF
123
TimeScale Financial
Massachusetts
$384K 7,178 +955 +15%
SSC
124
Syverson Strege & Co
Iowa
$382K 7,136 +217 +3%
F
125
F3Logic
Minnesota
$368K 6,882 -256 -4%