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iShares Core 60/40 Balanced Allocation ETF

272 hedge funds and large institutions have $752M invested in iShares Core 60/40 Balanced Allocation ETF in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 104 increasing their positions, 95 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
-11
Holders Change %
-3.89%
% of All Funds
4.6%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
New
24
Increased
104
Reduced
95
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DAS
101
Dynamic Advisor Solutions
Arizona
$703K -$126K -2,619 -15%
AAS
102
Avantax Advisory Services
Texas
$690K +$81.6K +1,702 +13%
GFG
103
Greystone Financial Group
Michigan
$680K -$30.5K -636 -4%
B
104
Brightworth
Georgia
$662K -$570K -11,890 -46%
RBFC
105
Roman Butler Fullerton & Co
Missouri
$638K +$18.2K +380 +3%
SWP
106
Summit Wealth Partners
Florida
$634K -$168K -3,497 -21%
LNC
107
Lincoln National Corp
Pennsylvania
$623K +$37.6K +784 +6%
MHS
108
M Holdings Securities
Oregon
$620K +$25.2K +525 +4%
W
109
Wealthquest
Ohio
$609K -$159K -3,323 -21%
MCIA
110
Mountain Capital Investment Advisors
Colorado
$609K +$18.5K +384 +3%
HFA
111
High Falls Advisors
New York
$594K +$144 +3 +0%
FFG
112
Fullen Financial Group
Ohio
$592K -$60K -1,249 -9%
SC
113
Scotia Capital
Ontario, Canada
$587K -$135K -2,802 -19%
GWM
114
Geneos Wealth Management
Colorado
$551K +$28K +581 +5%
CC
115
Cypress Capital
Tennessee
$549K -$54.9K -1,143 -9%
IWC
116
Integrated Wealth Concepts
Massachusetts
$547K -$3.94K -82 -0.7%
FDCDDQ
117
Federation des caisses Desjardins du Quebec
Quebec, Canada
$528K +$9.12K +190 +2%
CAN
118
Cetera Advisor Networks
California
$516K -$157K -3,267 -23%
EA
119
Efficient Advisors
Ohio
$513K -$29.4K -612 -5%
UCFA
120
United Capital Financial Advisors
Texas
$503K -$17.4K -363 -3%
CFA
121
Camarda Financial Advisors
Florida
$501K -$25.5K -532 -5%
SG
122
StoneX Group
New York
$494K +$219K +4,560 +79%
BPA
123
Beacon Pointe Advisors
California
$493K +$493K +10,242 New
BFA
124
Beacon Financial Advisory
Ohio
$485K +$913 +19 +0.2%
VAS
125
Vestmark Advisory Solutions
Massachusetts
$484K +$484K +10,075 New