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iShares Core 60/40 Balanced Allocation ETF

283 hedge funds and large institutions have $13.3B invested in iShares Core 60/40 Balanced Allocation ETF in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 110 increasing their positions, 94 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
283
Holders Change
-14
Holders Change %
-4.71%
% of All Funds
4.48%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
22
Increased
110
Reduced
94
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FFG
101
Fullen Financial Group
Ohio
$733K +$80.4K +1,490 +12%
HighTower Advisors
102
HighTower Advisors
Illinois
$720K -$705K -13,087 -49%
RBFC
103
Roman Butler Fullerton & Co
Missouri
$700K +$42.9K +795 +7%
SFG
104
Sovereign Financial Group
Connecticut
$696K
MFS
105
Madrona Financial Services
Washington
$687K -$3.74M -70,354 -84%
AAS
106
Avantax Advisory Services
Texas
$686K +$24.1K +446 +4%
CC
107
Cypress Capital
Tennessee
$679K -$35.5K -658 -5%
HFA
108
High Falls Advisors
New York
$668K +$52.4K +971 +9%
MHS
109
M Holdings Securities
Oregon
$668K +$668K +12,387 New
LNC
110
Lincoln National Corp
Pennsylvania
$658K +$1.08K +20 +0.2%
MCIA
111
Mountain Capital Investment Advisors
Colorado
$646K +$40.6K +773 +7%
EWM
112
Evermay Wealth Management
Virginia
$642K +$633K +11,724 +6,777%
IWC
113
Integrated Wealth Concepts
Massachusetts
$619K -$79.6K -1,476 -11%
EA
114
Efficient Advisors
Ohio
$610K -$159K -2,944 -21%
TA
115
Tiedemann Advisors
New York
$605K +$319K +5,874 +111%
Citadel Advisors
116
Citadel Advisors
Florida
$605K +$605K +11,214 New
CFA
117
Camarda Financial Advisors
Florida
$592K +$7.72K +143 +1%
CCM
118
Canal Capital Management
Virginia
$589K +$170K +3,145 +41%
GWM
119
Geneos Wealth Management
Colorado
$586K -$97.3K -1,803 -14%
UCFA
120
United Capital Financial Advisors
Texas
$585K -$77.5K -1,435 -12%
FDCDDQ
121
Federation des caisses Desjardins du Quebec
Quebec, Canada
$583K +$1.84K +34 +0.3%
AWS
122
Atria Wealth Solutions
New York
$550K +$550K +10,197 New
BFA
123
Beacon Financial Advisory
Ohio
$544K +$94.5K +1,750 +21%
SFG
124
Snider Financial Group
Washington
$532K +$294K +5,449 +124%
Lido Advisors
125
Lido Advisors
California
$513K -$92.6K -1,719 -15%