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iShares Core 60/40 Balanced Allocation ETF

259 hedge funds and large institutions have $566M invested in iShares Core 60/40 Balanced Allocation ETF in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 98 increasing their positions, 80 reducing their positions, and 20 closing their positions.

Holders
259
Holders Change
+11
Holders Change %
+4.44%
% of All Funds
4.52%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
33
Increased
98
Reduced
80
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CCM
101
Canal Capital Management
Virginia
$513K 9,156 -359 -4%
AIP
102
Ahrens Investment Partners
Louisiana
$502K 8,963 -1,319 -13%
AWM
103
Avior Wealth Management
Nebraska
$499K 8,917 +2 +0%
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$495K 8,855 +996 +13%
AIA
105
Arbor Investment Advisors
North Carolina
$493K 8,809 +84 +1%
HSWM
106
Hubbell Strickland Wealth Management
Louisiana
$481K 8,583 +11 +0.1%
SFWA
107
Summit Financial Wealth Advisors
Louisiana
$475K 8,480
CAPTRUST Financial Advisors
108
CAPTRUST Financial Advisors
North Carolina
$475K 8,479 +203 +2%
CF
109
Centaurus Financial
California
$473K 8,441 -245 -3%
GIA
110
Gladstone Institutional Advisory
Florida
$468K 8,360
JWBC
111
John W. Brooker & Co
California
$465K 8,304 +636 +8%
BFA
112
Beacon Financial Advisory
Ohio
$461K 8,227 +617 +8%
JPMorgan Chase & Co
113
JPMorgan Chase & Co
New York
$453K 8,085 +281 +4%
SSC
114
Syverson Strege & Co
Iowa
$445K 7,944 +808 +11%
CF
115
Corrigan Financial
Rhode Island
$442K 7,901 +2,391 +43%
FAM
116
Formidable Asset Management
Ohio
$442K 7,920 +3,936 +99%
MA
117
Mutual Advisors
Nebraska
$441K 7,870 -3,315 -30%
JCM
118
Jacobsen Capital Management
Utah
$435K 7,759 -162 -2%
FDCDDQ
119
Federation des caisses Desjardins du Quebec
Quebec, Canada
$424K 7,565 +6,404 +552%
PFS
120
Prospera Financial Services
Texas
$419K 7,479 +91 +1%
KOC
121
Koss-Olinger Consulting
Florida
$411K 7,332 -36 -0.5%
HighTower Advisors
122
HighTower Advisors
Illinois
$404K 7,209 -12,896 -64%
KWM
123
Kingsview Wealth Management
Oregon
$398K 7,095 +947 +15%
F
124
F3Logic
Minnesota
$384K 6,861 -21 -0.3%
TFS
125
TrustCore Financial Services
Tennessee
$374K 6,673