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iShares Core 60/40 Balanced Allocation ETF

206 hedge funds and large institutions have $456M invested in iShares Core 60/40 Balanced Allocation ETF in 2020 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 72 increasing their positions, 78 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+13
Holders Change %
+6.74%
% of All Funds
4.17%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
28
Increased
72
Reduced
78
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GWCM
126
Godshalk Welsh Capital Management
Pennsylvania
$243K +$24.4K +503 +11%
GI
127
Glovista Investments
New Jersey
$242K
RIL
128
Rothschild Investment LLC
Illinois
$242K
LFA
129
Lighthouse Financial Advisors
Maryland
$241K +$241K +4,983 New
CWC
130
Carolinas Wealth Consulting
North Carolina
$229K +$5.23K +108 +2%
OPS
131
Orion Portfolio Solutions
Nebraska
$227K -$7.37K -152 -3%
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$220K -$422K -8,675 -66%
OIA
133
OneDigital Investment Advisors
Kansas
$216K +$5.56K +115 +3%
IWM
134
IHT Wealth Management
Illinois
$215K -$13.9K -287 -6%
NL
135
NVWM LLC
Pennsylvania
$214K +$199K +4,124 +1,343%
VWM
136
Venturi Wealth Management
Texas
$213K +$213K +4,395 New
CIAS
137
Capital Investment Advisory Services
North Carolina
$212K +$208K +4,297 +5,509%
JWCA
138
J.W. Cole Advisors
Florida
$210K +$210K +4,339 New
Brown Advisory
139
Brown Advisory
Maryland
$208K +$208K +4,300 New
HWM
140
Howard Wealth Management
Connecticut
$206K +$206K +4,266 New
Renaissance Technologies
141
Renaissance Technologies
New York
$203K -$309K -6,400 -60%
NCM
142
Narwhal Capital Management
Georgia
$203K +$203K +4,200 New
IA
143
IFG Advisory
Georgia
$202K +$202K +4,185 New
KWM
144
Kingsview Wealth Management
Oregon
$201K +$201K +4,147 New
JWA
145
JFS Wealth Advisors
Pennsylvania
$191K -$631 -13 -0.3%
CFG
146
CKW Financial Group
Hawaii
$189K +$4.42K +91 +2%
IF
147
Ironwood Financial
Arizona
$171K -$27.8K -576 -14%
M
148
MOTCO
Texas
$170K +$170K +3,506 New
PA
149
Parallel Advisors
California
$159K -$96.4K -1,989 -38%
APWA
150
Atlas Private Wealth Advisors
New Jersey
$154K -$50.9K -1,051 -25%