AOR icon

iShares Core 60/40 Balanced Allocation ETF

248 hedge funds and large institutions have $556M invested in iShares Core 60/40 Balanced Allocation ETF in 2021 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 75 increasing their positions, 88 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
+16
Holders Change %
+6.9%
% of All Funds
4.37%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
40
Increased
75
Reduced
88
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TFS
126
TrustCore Financial Services
Tennessee
$357K
PPP
127
Private Portfolio Partners
New Jersey
$356K
SCM
128
Stonehearth Capital Management
Massachusetts
$350K +$5.89K +110 +2%
DP
129
Divergent Planning
Maryland
$341K -$75.5K -1,375 -18%
KWM
130
Kingsview Wealth Management
Oregon
$332K +$33.2K +614 +11%
LFA
131
Lighthouse Financial Advisors
Maryland
$324K +$29.4K +549 +10%
Susquehanna International Group
132
Susquehanna International Group
Pennsylvania
$319K -$183K -3,411 -36%
TA
133
Tiedemann Advisors
New York
$319K
AA
134
Ancora Advisors
Ohio
$319K +$304K +5,664 +1,987%
OGF
135
Orin Green Financial
California
$314K -$30.8K -574 -9%
HIA
136
Harbor Investment Advisory
Maryland
$314K +$9.21K +172 +3%
FWM
137
Frontier Wealth Management
Missouri
$311K +$21.6K +404 +7%
AC
138
Alexandria Capital
Virginia
$309K
RA
139
RFG Advisory
Alabama
$308K -$16.6K -311 -5%
MPPLM
140
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$300K -$11.6K -281 -4%
OAM
141
Occidental Asset Management
California
$296K +$13.9K +260 +5%
CF
142
Corrigan Financial
Rhode Island
$295K +$295K +5,510 New
FAIM
143
Financial Advocates Investment Management
Washington
$292K -$494K -9,207 -63%
Fidelity Investments
144
Fidelity Investments
Massachusetts
$289K -$142K -2,657 -33%
IWM
145
IHT Wealth Management
Illinois
$288K +$288K +5,375 New
Stifel Financial
146
Stifel Financial
Missouri
$285K -$224K -4,192 -44%
BSWM
147
Boston Standard Wealth Management
Massachusetts
$279K -$5.41K -101 -2%
NL
148
NVWM LLC
Pennsylvania
$279K +$36.8K +687 +15%
HFA
149
High Falls Advisors
New York
$279K +$279K +5,209 New
BOPW
150
Brandywine Oak Private Wealth
Pennsylvania
$272K +$1.98K +37 +0.7%