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iShares Core 60/40 Balanced Allocation ETF

263 hedge funds and large institutions have $7.1B invested in iShares Core 60/40 Balanced Allocation ETF in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 124 increasing their positions, 67 reducing their positions, and 19 closing their positions.

Holders
263
Holders Change
+4
Holders Change %
+1.54%
% of All Funds
4.62%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
28
Increased
124
Reduced
67
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
HFA
101
High Falls Advisors
New York
$608K 10,963 +63 +0.6%
CFA
102
Camarda Financial Advisors
Florida
$606K 10,927 -688 -6%
Cetera Investment Advisers
103
Cetera Investment Advisers
Illinois
$600K 10,808 +230 +2%
Lido Advisors
104
Lido Advisors
California
$596K 10,754 -259 -2%
BRM
105
Boston Research & Management
Massachusetts
$558K 10,063 -110 -1%
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$555K 10,006 +1,527 +18%
CPWM
107
Cardinal Point Wealth Management
California
$525K 9,457
FDCDDQ
108
Federation des caisses Desjardins du Quebec
Quebec, Canada
$519K 9,358 +1,793 +24%
AIP
109
Ahrens Investment Partners
Louisiana
$518K 9,334 +371 +4%
CCWA
110
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$499K 8,996 +4,576 +104%
AWM
111
Avior Wealth Management
Nebraska
$494K 8,922 +5 +0.1%
AIA
112
Arbor Investment Advisors
North Carolina
$493K 8,893 +84 +1%
CCM
113
Canal Capital Management
Virginia
$490K 8,835 -321 -4%
SFWA
114
Summit Financial Wealth Advisors
Louisiana
$470K 8,480
HSWM
115
Hubbell Strickland Wealth Management
Louisiana
$469K 8,459 -124 -1%
GIA
116
Gladstone Institutional Advisory
Florida
$464K 8,360
BFA
117
Beacon Financial Advisory
Ohio
$458K 8,260 +33 +0.4%
SSC
118
Syverson Strege & Co
Iowa
$458K 8,262 +318 +4%
Rockefeller Capital Management
119
Rockefeller Capital Management
New York
$456K 8,226 -629 -7%
JPMorgan Chase & Co
120
JPMorgan Chase & Co
New York
$455K 8,204 +119 +1%
CL
121
CPWM LLC
Washington
$444K 8,003 +2,482 +45%
CF
122
Corrigan Financial
Rhode Island
$441K 7,953 +52 +0.7%
JCM
123
Jacobsen Capital Management
Utah
$428K 7,716 -43 -0.6%
MA
124
Mutual Advisors
Nebraska
$425K 7,658 -212 -3%
HighTower Advisors
125
HighTower Advisors
Illinois
$411K 7,388 +179 +2%